FocusAlpha
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Dataset solution for wealth managers & RIAs

Find the best choice for every client, with AI at every step

Screen investment products, make better recommendations, and turn portfolio changes into client engagement — powered by structured ETF, manager, company and event data.

01
Screen
Any investment idea becomes a research-ready shortlist in one prompt.
02
Recommend
Structured comparisons, so your AI reasons instead of retrieving.
03
Inform
Portfolio events turned into client engagement.
01 — Turn any investment idea into a shortlist
Screen ETFs and managers with one prompt
Investment ideaScreenShortlist
Prompt
Find actively managed U.S. equity ETFs with more than $500M AUM, fees below 75 bps, managers with 5+ years of track record, and increasing institutional ownership.
3 of 214 active U.S. equity ETFs match
Holdings & ownership as of Aug 28
ETF
Manager
AUM
Fee
Track record
Inst. ownership
ACEQ
Active Core U.S. Equity ETF
Manager A
$2.1B
0.55%
8.2 yrs
↑ 14%
USQV
U.S. Quality Value ETF
Manager B
$1.4B
0.68%
11.3 yrs
↑ 9%
FGRW
Focused Growth ETF
Manager C
$890M
0.49%
6.7 yrs
↑ 7%
Ask: Why did these three rank highest?Add top-10 holdings overlapCompare manager alpha since inception
02 — Get better recommendations with less context
Spend your context on reasoning, not retrieving and cleaning data
One queryStructured comparisonRecommendation
Fewer tokens. Better context. Higher-quality answers.
Without FocusAlpha
Open web
1Search for semiconductor ETFs, open 6 issuer pages9k
2Download holdings files in three different formats14k
3Read fact sheets for expense ratios and AUM8k
4Look up average daily volume on a market data site6k
5Reconcile as-of dates and share-class naming7k
6Finally: compare and recommend4k
Context spent before reasoning~48,000 tokens
With FocusAlpha
Connected
Prompt
Which semiconductor ETF gives my client meaningful NVDA exposure with low fees, strong liquidity and less single-name concentration?
SMH
SOXX
XSD
Expense ratio
✓
✓
✓
NVDA exposure
✓
✓
—
Concentration
High
Medium
Low
Liquidity
High
High
Medium
Holdings as of
Aug 28
Aug 28
Aug 28
Best fit: SOXX — lower concentration than SMH while maintaining meaningful NVDA exposure and strong liquidity.
92% fewer input tokensContext spent before reasoning  ~3,800 tokens
03 — The best managers keep clients informed. Now AI can help.
Turn portfolio events into client engagement
Market eventsPortfolio relevanceClient communication
Give clients a reason to stay engaged.
Prompt
What happened across my clients’ technology holdings this week? Draft a 3-minute weekly update explaining the most important changes and which ETFs were affected.
Events matched to holdings
Sep 1 – 5
NVDAEarnings
+6.1% wk
Data-center revenue ahead of guidance; next-quarter outlook raised.
Held viaSMHSOXXQQQ38 clients
ORCLGuidance
−4.3% wk
Cloud infrastructure growth outlook trimmed for the second half.
Held viaIGVQQQ22 clients
CRMM&A
−0.8% wk
Announced acquisition of a data-security company; expected to close Q1.
Held viaIGVXLK17 clients
ADBEManagement
+0.4% wk
New CFO appointed, effective October.
Held viaIGVXLK15 clients
Draft · weekly update
~3 min read

Your technology holdings this week

The big story was Nvidia’s quarter: data-center revenue came in ahead of guidance and management raised next quarter’s outlook. Because NVDA is the largest position in SMH and SOXX, both funds moved more than the broader market. Nothing here changes our thesis — it confirms it.

Oracle trimmed its cloud growth outlook, which weighed on IGV and, to a lesser extent, QQQ. Oracle is a mid-size position in those funds, so the portfolio impact was modest.

Two smaller items: Salesforce announced an acquisition in the data-security space, and Adobe named a new CFO. Neither warrants action, but both are worth knowing if you see the headlines.

Every claim above is cited to the earnings call, 8-K or press release it came from.

Send as newsletterTurn into talking pointsPer-client version