Back Every Client Conversation With Institutional Research
Kabra gives financial advisors and wealth managers seven-tab equity research, 100-agent AI consensus scoring, and cross-asset coverage — enough depth to underwrite every recommendation, fast enough to use during a client meeting.
Seven-Tab Equity Research
Overview, Financials, Technical, Comparables, Ownership, Calendar, and Estimates on every ticker — the evidence base behind every recommendation.
Agent Swarm Conviction
A 100-agent consensus read on any name with a confidence score — additional conviction signal to bring into the client conversation.
Cross-Asset Depth
Equities, forex, and crypto covered in one workstation for clients holding diversified or alternative assets.
Forward Estimates
Consensus revenue, EPS, and growth expectations alongside historical actuals — useful for client-facing 'what's priced in' conversations.
HedgeView Analysis
Multi-timeframe and macro context for positions. Useful for communicating risk on concentrated holdings.
Scales From Solo to Firm
Pro for solo RIAs, Advanced and Max for higher-volume coverage, Enterprise for firm-wide deployments with custom support.
How it works
Load client holdings and watchlist tickers into Kabra.
Open Equity Research Suite for any name mid-conversation.
Run Agent Swarm for a conviction-scored read to cross-check your view.
Track positions over time in Trade Tracker for unified performance review.