ExplainVest helps regulated advisors research, explain, and document investment decisions with transparent, evidence-backed outputs — ready for clients, committees, and audits.
Deterministic means the same inputs produce the same outputs, so results are repeatable and audit-friendly.
Download one-pager for firms (PDF-ready)
Illustrative timings only — effort varies by firm, ticker, and how you document advice.
Example thread — UK-listed equity research
Same inputs produce the same outputs in core Research flows — so you can reconcile numbers and attach exports to your suitability process. Not investment advice; advisor remains decision-maker.
ExplainVest is focused on IFAs who need evidence-backed research they can explain to clients and defend in reviews.
Create defensible investment rationales clients can understand and regulators can review. Every verdict output includes traceable data and reasoning.
Everything you need to make smarter investment decisions
See exactly how BUY/HOLD/AVOID verdict outputs are produced—from underlying fundamentals and style signals through to the final recommendation—with evidence citations and confidence scores.
A risk-adjusted 0-10 strength signal built from validated fundamentals and style scores—fully deterministic and Excel-replicable so you can review numbers line by line and explain them with confidence.
Every verdict output is logged with full evidence traceability. Exportable audit records for compliance reviews and regulatory submissions.
Professional, shareable outputs for client meetings and presentations. Export to PDF or JSON with complete evidence citations and audit trails.
Eleven step-by-step workflows for dividend screening, growth discovery, portfolio rebalancing, and more — available on Enterprise today. Not included on Starter or Professional.
Every verdict output includes confidence badges and verification status. No black boxes—fully traceable methodology.
Enterprise API Integrations: Connect your internal data, CRM, or document management systems so research and documentation fit naturally into your existing stack.
Explore Integration Options →Practical capabilities designed for deterministic research, documentation quality, and governance workflows.
Illustrative case-style stories—focused on file quality and governance, not performance claims
Wealth management firm reduced manual documentation work by consolidating research rationale, evidence, and audit trails into a single system their compliance team could review.
Investment committee used structured documentation and evidence packs to support governance and review—improving consistency of records, not claiming specific investment outcomes.
Solo advisor cut time spent preparing suitability notes and client explanations while keeping complete audit trails for client presentations and regulatory compliance.
Test our platform with a structured 6-8 week program. Success criteria are agreed in writing (including Research usage we can measure on-platform); weekly check-ins; pilot fee fully credited if you subscribe.
If we don't meet those agreed criteria at the pilot review, there is no obligation to continue.
Decision-support software for regulated advisors — not an automated advisor
| Feature | Traditional Tools | Opaque assistants | ExplainVest |
|---|---|---|---|
| Explainable Reasoning | ⚠️ Static Reports | ❌ Black-Box Outputs | ✅ Explainable Reasoning |
| Audit Trail | ⚠️ Manual Compliance | ❌ No Audit Trail | ✅ FCA-Ready Documentation |
| Trust & Transparency | ⚠️ Time-Intensive | ❌ Hard to Trust | ✅ Advisor-Safe Deterministic Research |
| Decision Support | Manual analysis | ❌ Replaces judgment | ✅ Supports professional judgment |
Complements — doesn't replace
ExplainVest complements existing tools like Bloomberg and Morningstar by focusing specifically on explainability, documentation, and audit trails.
Data & research depth
Documentation + explainability layer
Built for UK independent advisors and small advisory firms who need investment decision documentation, not a full data terminal.
For solo IFAs and 1–2 person teams who want deterministic research views and repeatable documentation.
For growing advisory firms (typically 3–5 advisors) who want shared documentation workflows and governance at team scale.
Custom pricing
For larger firms (6+ advisors) and institutions that need custom quotas, governance and integration support.
👉 Early access pricing available for design partners. All plans include FCA-ready audit trails, evidence traceability, and compliance exports. Pricing based on team size, usage and contract length—contact us for a custom quote.
Core controls and documentation safeguards aligned with how advisors run reviewable, evidence-backed workflows.
FCA-compliant audit trails with complete evidence traceability. Every verdict output logged with full documentation for regulatory reviews.
All data encrypted in transit and at rest. Bank-level security protocols with regular security audits and penetration testing.
Personal data is handled in line with UK and EU data protection law; see our Privacy Policy for how we collect, use, and retain information. Your firm remains responsible for its own regulatory obligations (FCA, MiFID II, or other rules) and how you use the platform in client work.
Structured audit trails, exports, and evidence for reviews—use alongside your firm’s policies. Not a substitute for your compliance function or regulatory obligations.
Enterprise-grade access control with role-based permissions. Manage team access, data visibility, and compliance requirements at scale.
Transparent, deterministic research tools with full audit trails—built for real-world regulatory environments
Every verdict output is traceable to verifiable data sources. No black boxes, no hallucinations. Complete audit trails for compliance.
Information-only service with advisor-controlled decisions. Designed with FCA expectations in mind. Complete decision audit trails.
Senior platform & cloud engineers, not marketers—with deep experience in investment research, market data, and advisory workflows. Production-grade architecture with secure cloud-native backend, encrypted storage, and full observability.
Have questions? We'd love to hear from you
Based in the United Kingdom
London, UK
If you want faster research, better documentation, and stronger compliance confidence, request early access below.