Basentia watches every position against the reason you own it, flags which households need you today, and drafts what to say. The half-dozen tabs you juggle each morning — research, CRM, custodian, news — collapse into one page. You spend the hour on clients, not prep.
"Held for category-leading data-cloud growth and net-revenue-retention above 160%."
"SNOW has been a great holding, but the growth story that justified the position is softening — and it's 35% of the portfolio. I'd like to walk through trimming it back toward a level that still keeps your upside."
Broad "investment-office AI" lets you ask questions of documents. Basentia does the thing that actually matters in a review: it tests whether the original reason to own a position is still true — with a deterministic verifier, a portfolio risk gate, probability-weighted scenarios, and a citation behind every claim.
And it compounds. The longer it runs, the more drift history accrues — "this thesis has been eroding for three straight quarters" is something only an engine that's been running can tell you.
We don't claim "compliance loves it." Every output simply produces what a review process usually has to chase down by hand:
Designed for advisor review and firm oversight.
Today the prep is scattered — research in one window, the CRM in another, the custodian portal, the news feed, the planning tool, your inbox. Basentia pulls the daily advisor workflow into a single surface: see what changed, who's affected, and what to say — then send it.
The whole engine runs on prospects too. Stage a household once — name, portfolio, holdings — and Basentia produces a side-by-side portfolio today vs the portfolio we'd recommend, with the IPS target, the tax-aware trade list to get there, and the projected change in expected return and volatility. Prospects stay invisible to the morning queue until you promote them.
Open Prospects →The review isn't only "is the thesis still true." Clients ask "can I afford to retire," "what does it cost to diversify," and "what will my heirs actually keep." Basentia answers all three on the live book — with defensible, auditable math, then a client-ready write-up on top.
Monte Carlo retirement projection, goal funding, and the maximum sustainable spend — with editable assumptions you can run live in the meeting.
Capital-gains budgeting, tax-loss harvesting, Roth headroom, estate-tax exposure with the 2026 exemption, gifting programs, and step-up — every figure computed and cited.
Multi-period returns from real price history (1mo / 3mo / YTD / 1y / 3y / 5y / since inception) alongside SPY, plus cumulative growth of $1 against the basket's best-fit index. Annualized return, Sharpe, and max drawdown — the numbers a client asks for after a thesis call.
Open Performance →Basentia takes the client's basket of stocks, finds the index it already resembles — S&P 500, Nasdaq-100, a 60/40 blend — and shows the active share, tracking error, and single-stock risk they're not being paid for. Then it prices the tax to transition to the index, staged across years. That same lens runs through Planning (diversifying lifts plan confidence) and Tax & Estate (the cost to unwind, and which low-basis names to keep for step-up).
Open Benchmark →Run a thorough, evidence-based SWOT on any ticker — each point backed by sources, then turned into a clear recommendation.
Type a ticker, or jump straight from a holding in your Book. Built for the deep-dive before you act on a position.
Open Research →Ask in plain English. Documents answers only from the files you upload; Practice reaches across your whole book, the thesis monitor, and live market.
Every answer carries a citation back to its source.
Open Consult →The monitoring is only as good as the engine behind it — and Basentia's is proprietary. It doesn't summarize the news; it builds a thesis on each holding and stress-tests it the way a good analyst would, in seven auditable steps.
The stated reason to own, captured per position.
Filings, transcripts, news, estimates, macro — point-in-time safe.
A deterministic verifier scores how well the evidence backs the thesis.
Concentration, overlap, liquidity, and event risk — against the household's book.
Probability-weighted bull / base / bear outcomes.
The events that would change the call, watched continuously.
Talking points, email, CRM note — cited, and left for your review.
Point-in-time safe: the engine can only retrieve and cite what was knowable on the decision date — so a review from last quarter is auditable against what you actually knew then, not what happened after.
Basentia isn't a cost line — it's leverage on the two numbers that run an advisory practice: capacity and retention.
Cut morning prep from hours to minutes — grow without hiring an analyst.
Catch a concentration risk or a breaking thesis before it costs the client the relationship.
Show up more prepared than any competitor. Under-served clients quietly leave.
When a client asks what they're paying for, you have receipts — not a story.
Keep one client who would have left, and it's paid for itself.
The hours it gives back grow your book.
Pick a ticker. Basentia pulls the latest material catalyst, runs it through the engine, and produces the page you'd actually use before a client call — talking points, anticipated questions, cross-asset implications, and a risk to flag in review.
Basentia isn't a per-seat tool you expense on a card. We deploy on top of your existing stack — custody, CRM, and your compliance archive — and start with a scoped pilot on a slice of the book, so the value is proven before anything goes firm-wide.