From a first portfolio to an institutional mandate, the same analysis shows what you own, how it connects and the macro backdrop. You decide what to look at; Parallax gathers the data, puts it together and writes the report.
Instead of separate product stacks, each segment gets the same research engine with a different operating layer.
Factor, peer and macro context
Put each holding in context: its factor profile, its peers and the macro backdrop.
How it works: Self-directed, with deeper analysis when you want it
AI Agents
Factor scores and peer comparisons
Where holdings overlap or carry the same risk
Macro context for the markets you hold
Short summaries for quick decisions
Research and analytics tools. Not investment advice or a recommendation to buy or sell.
Enterprise implementation adjusts around governance and deployment constraints without changing the analytics backbone.
RIA / fund / advisory
Portfolio, macro and securities context for every client book, delivered into the tools your team already uses.
How it works: Forward Deployed Engineers connect your data and set up the workflows
API and MCP access for your own systems
Scheduled checks across many client accounts through your AI agent
White-label reports (client-facing use by separate agreement)
Macro and peer context for research notes
One analytical core, tuned workflows.
Factor attribution and risk analysis across holdings and mandates.
Natural-language construction for model portfolios and sleeves.
Ongoing monitoring for exposures, performance, and alerts.
How each holding connects to others: suppliers, customers and shared risk exposures.
Tell us your investment objectives and we will map the right workflow for your team.
Schedule a Demo