ArcaneAdvisorsBook a walkthrough

ARCANE for Advisors

One workspace for the financial advisor team.

Alpha researches your questions and shows every source it used. Beside it sit the team’s working tools, the portfolio optimizer, attribution, exposure and the Excel jobs, with client requests and quarterly reviews in one place.

Open the demo Request access

The demo runs on fictional data. Opening it takes an invitation.

Demo · fictional dataThe ARCANE for Advisors demo: Home, the day’s briefing for a fictional sample team, with its huddles, flows and research.Live10-year Treasury 4.88% −3 bp this weekU.S. Treasury, Nov 9

An advisor’s day runs across a dozen systems. Research in one, the book in another, the client’s question in a third. ARCANE puts the work in one place, and shows where every answer came from.

What it does

From the morning’s researchto the quarter-end file.

Three parts of the day ARCANE for Advisors takes on first. Each one works in the demo today, on fictional data, and each one shows its work.

  1. [1]

    Research you can check

    Ask Alpha about a market, a holding or a client’s worry. It answers in plain English and lists every source with its date. Service Alpha gives partner advisors the same answers, from the group’s approved material.

    AlphaDemo · sample tape

    What changed on the tape since yesterday?

    • Market tape · sample values
    • The book · fictional
  2. [2]

    The portfolio optimizer

    It splits a portfolio between Core and Plus inside the duration band the portfolio manager sets, and reports the 12-month total rate of return across rate scenarios. The same limits are tested on 19 public bond funds over 158 months.

    Portfolio optimizerDemo · hypothetical

    Core and Plus, inside the portfolio manager’s limits.

    Core
    Treasuries, agencies, agency MBS
    Plus
    Investment grade, high yield, loans, EM, ABS, preferreds
    Aim
    The best 12-month total rate of return across rate scenarios
  3. [3]

    Attribution, exposure and Excel jobs

    Quarter-end attribution runs twenty checks on every file before anyone relies on it. Exposure shows bonds by sector and issuer, and says why a field is blank. The Excel jobs run the same way every time.

    AttributionDemo · sample file

    0 of 20 checks passed

    1. Sector: portfolio weights
    2. Sector: benchmark weights
    3. Sector: CTR to holdings
    4. Sector: total attribution
    5. Years to Maturity: portfolio weights
    6. Years to Maturity: benchmark weights
    7. Years to Maturity: CTR to holdings
    8. Years to Maturity: total attribution
    9. Duration: portfolio weights
    10. Duration: benchmark weights
    11. Duration: CTR to holdings
    12. Duration: total attribution
    13. Moody’s Rating: portfolio weights
    14. Moody’s Rating: benchmark weights
    15. Moody’s Rating: CTR to holdings
    16. Moody’s Rating: total attribution
    17. Reported portfolio = holdings + residual
    18. Reported benchmark = holdings + residual
    19. Reported active = holdings + residual
    20. Holdings active = six effect columns

    Every file, before anyone relies on it. Then to Excel.

$5.2Mheld across 23 accountsReview the drafts

Alpha · book watch

A regional bank was downgraded. Here is who holds it.

  1. Checked the downgrade against every account
  2. Found 23 accounts across 6 partners
  3. Drafted a note to each partner advisor
  4. Waiting for your approval before anything is sent

From the demo · fictional accounts and partners

Risk alertRating change on an issuer the book holds

The platform

One platform,many intelligence layers.

The centre

ARCANE for Advisors

One workspace for the team: every layer below arrives here, in plain English, with its sources.

Open the demo

Core capabilities

Built for the wayadvisor teams work.

  1. 01

    Sources on everything

    Every figure carries its source and its date. Alpha lists the pages it read, and a claim it cannot back is left out.

  2. 02

    Nothing sent on its own

    Emails, invitations and client updates stay drafts until an advisor approves them. The software never places a trade.

  3. 03

    A pilot your firm controls

    In a pilot it runs where your firm approves, behind your sign-in, with a record of every action. The demo uses fictional data only.

Integrations

Connected to whatyour team already uses.

ARCANE × Excel workbooks

The Excel jobs and attribution read the team’s own files and export back to Excel.

8 connected today. Firm systems join in a pilot, one at a time, read-only first.

  • Your firm’s sign-in coming
  • Your CRM coming
  • Custody and account files coming
  • Pricing and risk exports coming

Why ARCANE

Built for the work,not only the reading.

ARCANE for Advisors beside doing the same work by hand, and beside a research subscription on its own. Only what the demo shows; no other product is named or judged.

What the team needsARCANE for AdvisorsBy handA research subscription
Research with every source and date shownYesIf you write them downDepends on the provider
The optimizer, attribution and exposure in the same placeYesSeparate filesNot part of it
Excel jobs run the same way every time, with checksYesChecked by handNot part of it
Client requests and quarterly reviews in one queueYesEmail and spreadsheetsNot part of it
Drafts that wait for an advisor’s approvalYesWritten one at a timeNot part of it
PriceTalk to usThe team’s hoursIts own subscription

Request access

Bring the research and the workinto one place.

Tell us about the work your team runs by hand, and we will set up a walkthrough on it. Already have a code? Open the demo.

Request accessOpen the demo

Request access

Tell us what your team runs by hand.

Your request comes to the ARCANE team, and we will be in touch about a walkthrough on your own work. It is not shared with anyone else.

For example: four spreadsheets we run every week, and a reply promise that slips at month end.

Already invited? Sign in to your workspace.

Your workspace holds the working demo and everything prepared for you. Every partner, flow and account inside the demo is fictional; public research and data show their source dates. Email, calendar and firm connections are simulated.

Sign in

Live system activity

From ARCANE’s own record, not the demo
  1. PublishedInvestigation publishedAXT plans Beijing indium-phosphide wafer expansion while U.S. approvals remain unresolved
  2. PublishedInvestigation publishedIndia gives formal drug approvals months ahead of Europe and US, reshaping global launches
  3. PublishedInvestigation publishedMicrosoft’s long-term DRAM contracts expose buyers and suppliers to timing risk
  4. Market dataTreasury curve read10-year Treasury 4.88%, −3 bp on the week (U.S. Treasury, Nov 9)

Talk to us.

Two products, one workspace. Pricing for teams and for individual advisors is set with you.

ARCANE for Teams

A shared workspace for advisors, CSAs and portfolio managers: one queue, the team’s jobs, clear roles.

Request access

ARCANE for Advisors

The same workspace, arranged for one financial advisor: prospects and partners first, drafts for approval.

See the pilot plan

Rocks, branch and moss: 3D scans from Poly Haven, public domain (CC0), by Dario Barresi, Rico Cilliers, Greg Zaal, Jenelle van Heerden, Rob Tuytel; rendered by ARCANE with three.js. The product shown is the ARCANE for Advisors demo on fictional data.

Every asset and its licence
  • Rock Face 02, Dario Barresi (scan) and Rico Cilliers (processing), Poly Haven. CC0 1.0 (public domain). Mesh simplified and compressed with gltfpack; textures re-encoded as WebP; moss added in the page by ARCANE.
  • Rock Face 01, Dario Barresi, Poly Haven. CC0 1.0 (public domain). Mesh simplified and compressed with gltfpack; textures re-encoded as WebP; moss added in the page by ARCANE.
  • Dead Quiver Branch 01, Greg Zaal (photography) and Jenelle van Heerden (modeling), Poly Haven. CC0 1.0 (public domain). Mesh simplified and compressed with gltfpack; textures re-encoded as WebP; moss added in the page by ARCANE.
  • Moss Wood (texture), Rob Tuytel, Poly Haven. CC0 1.0 (public domain). Re-encoded as WebP at 512 px; used as the moss that grows on the scans.
  • Still renders of the scans above, Rendered by ARCANE with three.js from the Poly Haven scans above. CC0 1.0 (public domain). Rendered by scripts/advisors-landing/render-stills.mjs from the same scene the page runs.
  • The ARCANE for Advisors demo, ARCANE. ARCANE’s own work. A screen capture of the demo’s Home page on its fictional sample team (scripts/advisors-landing/capture-demo.mjs). Every name and figure in it is fictional.
ARCANE. Order from Chaos.Research and technology. Not investment advice.