For advisory firms $50M–$500M AUM

Your 24/7 Chief
Investment Officer.

AlphaDesk is an autonomous CIO that monitors markets, flags risk, and generates client-ready reports — around the clock. Not a chatbot. Not a dashboard. An employee that never sleeps.

Join the waitlist. Limited to 50 firms in the first cohort.
alphadesk — live
$ alphaDesk.run()
--- 21 Mar 2026 03:14 GMT ---
Market scan COMPLETE
Portfolio risk 6 CLEAR
GBP/USD vol +2.3σ FLAGGED
Client report DRAFTED
Next action Rebalance @ 07:00
$ _
// what it does
Three things your desk can't do at 3am.
AlphaDesk runs autonomously. No prompts, no babysitting. It operates like a CIO that works every market session, every day.
01

Autonomous Market Monitoring

Continuous surveillance across equities, fixed income, FX, and commodities. Detects regime changes, volatility spikes, and correlation breaks before your morning coffee.

02

Intelligent Risk Flagging

Real-time concentration risk, drawdown alerts, and tail risk detection across your entire book. Flags what matters. Ignores the noise.

03

Client-Ready Reports

Institutional-grade daily briefings with performance attribution, risk metrics, and market commentary. Review and send — or let them send themselves.

// the gap
Mid-market firms are drowning in portfolio complexity with no institutional infrastructure.
$5B+ shops have teams, Bloomberg terminals, and custom systems. You have spreadsheets and 14-hour days. AlphaDesk closes that gap.
Without AlphaDesk

Your Current Desk

  • Markets move overnight — you find out at 7am
  • Portfolio reviews take days, not hours
  • Client reports are monthly (at best)
  • Risk is checked in spreadsheets, reactively
  • Scaling means hiring more analysts
With AlphaDesk

Autonomous CIO

  • Wake up to a briefing, not a backlog
  • Entire book monitored in real-time
  • Daily reports generated automatically
  • Risk flagged proactively at 3am
  • Scale without headcount
// the economics
The numbers advisory firms can't ignore.
80%
of advisor time on operations, not alpha
24/7
coverage vs. 8-hour trading day
6x
faster portfolio review cycle
£0
additional headcount to scale
// built for
Advisory firms that want institutional infrastructure without the institutional cost.
Wealth Manager

Multi-family office, £120M AUM

One investment director, 40 client portfolios. AlphaDesk runs overnight surveillance and generates daily briefings for each family.

IFA Practice

Boutique advisory, £85M AUM

Three advisors drowning in quarterly reviews. AlphaDesk automates portfolio analysis and risk reporting, freeing 20+ hours per week.

Discretionary Manager

Bespoke portfolios, £300M AUM

Manages 15 model portfolios with bespoke overlays. AlphaDesk monitors positions and flags concentration, drawdown, and mandate drift in real-time.

Fund of Funds

Multi-manager, $200M AUM

Tracks 30+ underlying funds. AlphaDesk aggregates performance, detects style drift, and generates investor-ready commentary weekly.

Your competitors are hiring analysts. You should be hiring an AI.

AlphaDesk is currently in private beta with a limited number of advisory firms. Request early access to get on-boarded in our first cohort.

No credit card required. We'll reach out within 48 hours.