For stockbrokers, wealth advisers and model managers

Your whole morning, done before the open.

Overnight markets read against every client's holdings. Who to call, and why. Just ask it out loud.

Start a free 7-day trialSee the desks
morningdesk.app
The Morning Desk screen at the open: two big moves with briefs, the book's value, the ASX open gauge, clients in touch and today in 30 seconds
A big-move brief: the stock's six months, the knock-on to peers, and the clients holding it ranked by dollar hit
The desk on a phone

Built on Google Cloud.
Built to be trusted.

Your desk runs in Google Cloud's Sydney region. Here's what that gives your clients.

Sydney regionClient records, notes and audit trail stay in Australia.
Gemini, in SydneyGoogle's AI drafts in Australia. Your data never trains it.
IRAP assessedGoogle Cloud's Sydney infrastructure, assessed under the Australian Government's IRAP.
ISO 27001 · SOC 2Independent certifications of Google's infrastructure.

The certifications are Google's and cover its infrastructure.How we protect your data →

Three desks

A desk for how you work.

Pick yours when you set up. Switch any time.

Stockbroker

Who to call, before the open.

  • Clients ranked by the dollar hit
  • A brief on every big move
  • Calls that write their own file note
Your first call, picked by the desk, and the call board: call now, today, this week
Big moves

Every big move, explained in seconds.

  • Six months of context and the knock-on
  • Who holds it, by A$ hit
  • Talking points and a draft, ready
A big-move brief with the clients holding the stock, talking points and a draft
The stockbroker desk on a phone
The model desk on a phone
Voice

Just ask. Out loud.

  • Answers with sources, in seconds
  • A two-minute brief before you dial
  • Filings read and summarised for you
Security

Relax. Your clients' data is looked after.

Here's exactly where it goes. We check it every morning.

You and your teamGoogle or Microsoft sign-in
Google Cloud, SydneyWhere your clients live
Client recordsAI draftingAudit trail
Voice and deep researchCan run offshore, with labels, never names. One switch turns them off.
How we protect your dataSecurity summary (PDF)
Compliance

Great advice, within the law.

Fast is only useful if it's right.

Every figure checkedTraced to source before you use it.
Nothing goes without youDrafts only. You sign off. No buy, sell or hold.
Record of advice, keptEvery draft, check and sign-off, exportable.
Compliance pack, one clickA dated PDF for your compliance team.
Bring your book inExcel, CSV or a Sheets link. Any layout.
Your team, your desksInvite colleagues. Each firm kept apart.
Pricing

One desk. Every morning.

Per adviser, in US dollars. 7 days free, no card.

Desk

US$299 / adviser / month
  • Morning edition and voice desk
  • Client rooms and call list
  • Checked drafts with sign-off
  • Audit trail and alerts
Start free
Most popular

Desk Pro

US$599 / adviser / month
  • Everything in Desk
  • Intraday updates
  • Overnight deep research
  • Live data at cost
Start free

Firm

By quote from US$2,500 / month
  • Desk Pro for every adviser
  • Firm compliance reporting
  • Single sign-on
  • Your research and models loaded
Talk to us

Tomorrow morning,
start with the desk.

Your book, your clients, your calls. Ready before the open.

Start a free 7-day trialSign in with Google or your work email.