Morning Desk · Your markets, clients and calls before the open

Your markets, clients and calls, before the open.

Morning Desk reads the overnight markets, filings and world news against every client's holdings, tells you who to call first and why, and lets you just talk to it. Every figure is checked against the source before you see it.

The desk at 7:15 am, with sample clients.

One screen for the first hour of the day

Built around your book, not the market in general. Everything you'd ask an analyst, a research team and a CRM for, in the order you need it.

Overnight, against your book

Every market, commodity and currency, coloured by what it means for your clients' holdings, with a call on how the ASX is likely to open.

Who to call, and why

Clients ranked by the dollar hit to their holdings, filings and follow-ups due. One tap opens the client: last conversation, promises made, today's reasons.

Just talk to it

Ask out loud and get an answer with sources in seconds. Hear a two-minute brief on any client before you dial.

Signals on any topic

Geopolitics, trade, central banks, shipping, weather. Each topic shows the news, what prediction markets are betting, hard data and what happened last time.

Filings, read for you

Tap any announcement or story for an AI summary of the actual document, ask it questions, and open the original in one tap.

Calls that write the file note

Tick talking points and speak your notes during the call. The desk writes the file note and the follow-ups with dates; you check and save.

What's moving the world, for your book

Signals finds topics in the world's news, confirms them with independent outlets, and shows the evidence: shipping, futures positioning, prediction markets, prices and history. Watch any topic you care about.

Confirmed by rule, not by AI: a primary source or two independent trusted outlets.

History, not hype: "last time" only from ten or more past cases.

Your exposure in dollars, client by client.

Built for licensed advice

Fast is only useful if it's right. The desk is designed so you can rely on it and show your compliance team how.

Every figure checked

Numbers in briefs, drafts and answers are traced to the source data, and an independent check flags anything wrong before you use it.

Nothing goes without you

The desk drafts; you sign off. No message reaches a client until you send it, with your licence line attached. No buy, sell or hold calls.

A record of advice, kept for you

Questions, drafts, checks, sign-offs and call notes are kept in each client's file, exportable for audit.

Your clients stay yours

Client data is stored on Google Cloud in Sydney, separated by firm, and never used to train AI models.

Bring your book in

Excel, CSV, pasted cells or a SharePoint, OneDrive or Google Sheets link. Any column layout; you preview before anything saves.

Your team, your desks

Invite colleagues, set up desks by focus (resources, wealth, broking), and keep each firm's data apart.

Pricing

Per adviser, in US dollars. Start with a free 30-day trial.

Desk

US$299 / adviser / month

The morning edition, voice desk, client rooms and call list, Signals, AI reader, checked drafts with sign-off, audit trail and alerts.

Desk Pro

US$599 / adviser / month

Everything in Desk, plus intraday updates, overnight deep research on flagged clients and price projections. Licensed futures, metals and live data passed through at cost.

Firm

By quote from US$2,500 / month

Desk Pro for every adviser, firm compliance reporting and audit export, single sign-on, your research and model portfolios loaded.