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Automated morning calls and briefings
Before the market opens, MCP generates a briefing for each client's portfolio: news of the day, corporate events, trade triggers. Ready to paste on WhatsApp or read on the call.
Portfolios tracked without friction. Automated morning calls. Quick, well-supported answers during the client call. Institutional intelligence delivered via WhatsApp, Teams, Telegram or the firm's own dashboard.
The advisor knows the bottlenecks: stagnant ROA, impatient client, sparse contact, sprawling portfolios. Start with the problems, not the tools.
How do you expand ROA consistently?
Reliable research, analyses and real-time news create more investment opportunities at scale. Terminal + MCP deliver the institutional feed ready to turn into a trade.
How do you deliver an institutional answer during a live call?
Continuous flow of relevant information via MCP on Claude. Ask about an asset during the call and pull the institutional answer without hanging up.
How do you stay in touch without becoming spam?
Market insights and triggers pushed via APIs to WhatsApp, Teams and Telegram. Active portfolio relationship, on the channel the client already uses.
How do you track dozens of portfolios without losing the plot?
Automated asset and event monitoring via MCP + APIs. Every client with their own alerts, without turning the advisor into a living spreadsheet.
Running out of arguments to rebalance the portfolio?
Research and material corporate events via Terminal + Platform. Commercial pitch becomes a thesis backed by data and a traceable source.
How do you stand out in a crowded market?
Institutional intelligence infrastructure within reach of the firm, with MCP + APIs + Terminal. The advisor climbs a whole tier of perceived value.
How do you compete with free content without becoming one more voice?
Fast and reliable market curation via MCP on Claude. Differentiation by quality and speed that free content can never deliver.
You don't need everything on day one. Start where it hurts the most (for most firms, MCP on Claude) and let the stack grow organically as the team leans on the Economatica base.
The first solution that connects the institutional Economatica base directly into Claude, with conversational intelligence to answer the client without letting the call go cold and generate content ready for multi-channel distribution.
Before the market opens, MCP generates a briefing for each client's portfolio: news of the day, corporate events, trade triggers. Ready to paste on WhatsApp or read on the call.
Client asks about PETR4 on the phone? Query Claude with MCP connected to Economatica and bring the institutional answer back without hanging up. Service moves to another tier.
Insights, alerts and market close delivered automatically to Teams, WhatsApp, Telegram or the firm's internal dashboard. Advisors well-informed, clients impressed.
Two layers, same source. An institutional layer for the firm's internal advisor channel and a curated one for the end-client channel. All via API, with no operational work for the team.
Each channel gets only what fits the profile of the clients it serves.
Material facts and CVM filings pushed as soon as they hit the wire.
News delivered with the firm's brand, from the channel logo to the footer.
End clients receive the curated digest, not the raw market feed.
It's not a closed bundle. Most firms enter through MCP (because the ROI is immediate) and add APIs, Terminal and Platform as the team grows and the operation gains traction.
The institutional base inside Claude. Briefings, conversational answers and market curation by portfolio or by client.
Alerts, insights and market close delivered automatically to Teams, WhatsApp, Telegram or the firm's internal dashboard.
Real-time markets, CVM real-time disclosures, AI-filtered news and The Analyst to contextualize the thesis before taking it to the client.
Economatica's 40-year base for when the client asks for the source. Statements, multiples, time series and benchmarks.
Book a conversation and design with our team the right Economatica stack for automated morning calls, multi-channel distribution and service on another tier.
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