Your desk sells ideas — Eldarion supplies them at scale: a model on every name in the universe, screened against each client's holdings, with the reasoning and the suitability evidence ready before the call.
A model on every name ranks the market each morning and shows the factors behind the call, so it holds up when the client pushes back.
Ask what the client is about to ask you before you pick up the phone, answered from that account’s own holdings and mandate.
The ranked universe is screened against every account’s mandate and risk profile overnight, so each broker opens the day on a shortlist.
Trade ideas, client notes and account reviews come out in your own format while the same run files the suitability behind each recommendation.
The most bullish and most bearish names across the universe, at 1M and 3M, waiting before the morning call starts. Nobody spent the night building the list.
The same universe screened against each account's mandate, holdings and risk profile, so every broker starts the day with their own shortlist, not the same house note sent to everyone.
“What does this client already hold in the sector, and how has it done?” Answered from that account's own positions and returns, with the sources attached, in the minute before the call, not after it.
Open the stock and see which factors are pushing the forecast up or down, the answer you need the moment the client asks “why this, why now?” instead of falling back on the house line.
Suitability, appropriateness and the reasoning behind the recommendation captured in the flow of the call, so compliance reads a record that was written when it happened, not reconstructed months later.
The trade idea or account review comes out in your own template, with today's numbers already in it, your disclaimers in place and every figure linked back to where it came from. You review and send, instead of assembling.
Add Eldarion to your team.
Request a demo“Our analysts cover forty names well. Numen covers the market and hands each broker the five ideas that fit the client in front of them.”