Portfolio Context
Connect research views to the portfolios where those views may matter.
INITIALIZING WORKSPACE
Advisor Intelligence
Connecting live analytical stream & secure models…
Connecting live analytical stream & secure models…
Connect market research to client accounts, portfolio exposures, and your practice. Use the platform independently, or discuss a closer research partnership with Gilmer.
Find a company or fund. Review its financials, price history, and available market context.
Open Gilmer’s published views and supporting analysis. Check the date and coverage of each publication.
Use Advisor Workbench to review client portfolios, exposures, and proposed changes.
Coverage depends on the instrument and plan. Market data is delayed; source dates and unavailable observations stay visible. Portfolio analysis depends on the records you supply.
WHY GILMER EXISTS
Gilmer was built for advisors who believe every client's portfolio should reflect that client's unique needs. Having worked in both advisory and portfolio implementation roles, we understand the tradeoff. Delivering customized advice requires time to research markets and monitor accounts, while growing a practice and being present for family require that same time.
Gilmer reduces that burden by applying our research and its implications directly across your book of business, identifying relevant opportunities and risks without asking you to piece everything together. Use us as a second set of eyes, a partner in growth, or a way to reclaim more of your time. We are always available when a conversation helps, but every view is represented clearly across the book if you prefer to work independently.
FROM RESEARCH TO THE BOOK
Gilmer is designed to shorten the distance between a market view and the advisor's next review. The platform organizes that connection at the portfolio and practice level.
Connect research views to the portfolios where those views may matter.
Review opportunities and risks across the practice, not one account at a time.
Work directly with Gilmer when a conversation helps, or use the platform independently when it does not.
START WITH THE PRACTICE
Share what takes the most time today and where another research perspective would help. Gilmer will respond about fit, access, and the right next step.