For stockbrokers, wealth advisers and model portfolio managers

Your markets, clients and calls, before the open.

Morning Desk reads the overnight markets, filings and world news against every client's holdings, tells you who to call first and why, and lets you just talk to it. You give the advice. We look after the data, and check it every morning.

Start a free 7-day trialSee how it worksNo card needed. Sign in with Google or your work email.
The Morning Desk screen: market lights, the ASX open gauge, the book's move, clients to call and the voice desk

The desk at 7:15 am, with sample clients.

A desk for how you work

Three ways to run a book, three different mornings. Pick yours when you set up; switch any time.

Stockbroker

Who to call, before the open

  • Clients ranked by the dollar hit to their holdings
  • A brief on every big move, with talking points
  • Calls that write their own file note
Wealth adviser

Every client's portfolio, explained

  • Client rooms with drift, income and review dates
  • Review packs and reports with your logo
  • Drafts that you check and sign off
Model portfolio manager

One model, held for decades

  • The model's day in A$, and why each company moved
  • A thesis check: noise, or a change to the business?
  • One monthly letter for every investor
New
The model desk: the model's last session in Australian dollars, its six months against the ASX 200 and S&P 500, a company that moved more than 3% with Why it moved and Thesis check, and the model's holdings

The model desk, with a sample model of 18 companies.

One screen for the first hour of the day

Built around your book, not the market in general. Everything you'd ask an analyst, a research team and a CRM for, in the order you need it.

Overnight, against your book

Every market, commodity and currency, coloured by what it means for your clients' holdings, with a call on how the ASX is likely to open.

Who to call, and why

Clients ranked by the dollar hit to their holdings, filings and follow-ups due. One tap opens the client: last conversation, promises made, today's reasons.

Just talk to it

Ask out loud and get an answer with sources in seconds. Hear a two-minute brief on any client before you dial.

Signals on any topic

Geopolitics, trade, central banks, shipping, weather. Each topic shows the news, what prediction markets are betting, hard data and what happened last time.

Filings, read for you

Tap any announcement or story for an AI summary of the actual document, ask it questions, and open the original in one tap.

Calls that write the file note

Tick talking points and speak your notes during the call. The desk writes the file note and the follow-ups with dates; you check and save.

What's moving the world, for your book

Signals finds topics in the world's news, confirms them with independent outlets, and shows the evidence: shipping, futures positioning, prediction markets, prices and history. Watch any topic you care about.

  • Confirmed by rule, not by AI: a primary source or two independent trusted outlets.
  • History, not hype: "last time" only from ten or more past cases.
  • Your exposure in dollars, client by client.
Signals: topic cards with confidence, strength, news, crowd, hard data and market layers
Security

Relax. Your clients' data is looked after.

You spend your day on clients, not on where their data sits. Here is exactly where it goes, and how we prove it every morning.

You and your teamGoogle or Microsoft sign-in
Google Cloud, Sydney
Client recordsBooks, notes, drafts, audit trail
AI draftingGemini in Sydney, no fallback offshore
Voice, read-aloud, deep researchCan run outside Australia. Voice and research see labels like Client 1, never names. One switch turns all three off.
  • Only your firm. Each firm's desk is walled off. Our own staff can't open it, and any support access is written to your audit trail.
  • Checked every morning. The Trust centre checks where your data is from the system's own settings, by plain rules, not AI, and alerts us if anything changes.
  • Told, not discovered. A sign-in from a new device, or a full export of your data, sends an alert.
  • Never trains AI. Not by Google, not by us.
  • Yours to take. Export everything, or have it deleted, any time.
Built on Google Cloud's Sydney regionInfrastructure assessed under the Australian Government's IRAP, and certified to ISO/IEC 27001 and SOC 2. The certifications are Google's and cover its infrastructure.
How we protect your dataSecurity summary (PDF)

Great advice, within the law

Fast is only useful if it's right. The desk is designed so you can rely on it and show your compliance team how.

Every figure checked

Numbers in briefs, drafts and answers are traced to the source data, and an independent check flags anything wrong before you use it.

Nothing goes without you

The desk drafts; you sign off. No message reaches a client until you send it, with your licence line attached. No buy, sell or hold calls.

A record of advice, kept for you

Questions, drafts, checks, sign-offs and call notes are kept in each client's file, exportable for audit.

A compliance pack in one click

Where your data is, the morning's checks and every staff access, as one dated PDF for your compliance team.

Bring your book in

Excel, CSV, pasted cells or a SharePoint, OneDrive or Google Sheets link. Any column layout; you preview before anything saves.

Your team, your desks

Invite colleagues, set up desks by focus (resources, wealth, broking), and keep each firm's data apart.

Pricing

Per adviser, in US dollars. Start with a free 7-day trial.

Desk

US$299 / adviser / month

The morning edition, voice desk, client rooms and call list, Signals, AI reader, checked drafts with sign-off, audit trail and alerts.

Desk Pro

US$599 / adviser / month

Everything in Desk, plus intraday updates, overnight deep research on flagged clients and price projections. Licensed futures, metals and live data passed through at cost.

Firm

By quote from US$2,500 / month

Desk Pro for every adviser, firm compliance reporting and audit export, single sign-on, your research and model portfolios loaded.

Start freeQuestions? privacy@verticalinc.ai