Launching 2026

Customized portfolio intelligence for the modern investment firm

Research, storytelling, and compliance — integrated into one engine.

LAN.Q

A portfolio intelligence system that redefines investing.

Access accurate data, customizable insights, and ensure everything is compliance ready. A few clicks and you're organized for your next client meeting. Hours of work consolidated into a few minutes.

LAN.Q client portfolio view showing key insights, asset breakdown, and AI-generated investment analysis for James & Linda Henderson

What sets us apart. The LAN.Q IP.

Companies evolve. The classification systems haven't.

Our LAN.Q AI-powered engine dynamically remaps and reclassifies every company across portfolios.

Our key insights surface hidden exposures and identify which market forces move a company's bottom line.

AppleAAPLMetaMETANvidiaNVDAMicrosoftMSFTTeslaTSLAAmazonAMZNAlphabetGOOGL

Exposed to tariffs?

Mapped.

LAN.Q tracks supply-chain geography and trade-policy exposure at the business level, not the ticker level.

Using AI in its business?

Tagged.

We classify how AI shows up in a company — product, infrastructure, R&D — so AI exposure becomes visible, not hidden behind sector labels.

Multiple income streams?

Identified.

Every revenue stream is broken out. You see the actual business mix, not the single-label shorthand.

Algorithms refresh continuously, so the picture of a company is the one that exists today — not the one filed last quarter.

The Three Pillars

Research, storytelling, and compliance — integrated in one platform.

Research

Build portfolios with conviction.

Measure volatility, quantify risk, and see exactly what every holding is exposed to — all in one place, not spread across Excel, research reports, and three other tools.

  • Optimize and iterate on portfolios in real time
  • Surface concentration risk and hidden exposures
  • Translate insights into language your investment committee understands

Model construction

Growth · Moderate-Aggressive

Iterating

Allocation

US Equity42%
Intl Developed18%
Emerging Mkts12%
Fixed Income20%
Alternatives8%
Tech concentration28%
Single-name max4.2%
Drift vs. policy1.1%
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Storytelling

Turn your work into the story.

Every portfolio decision becomes a client-ready narrative — written in plain language, sourced from the same data your research runs on. No more scrambling before client meetings or waiting on the investment team to provide insights.

  • Translate portfolio decisions into plain-language client narratives
  • Show clients exactly where their returns came from
  • Insights flow straight from the investment team to advisors — no manual handoff

Portfolio review

Q3 2026 · Smith Family Trust

Draft

Sector exposure

Hidden tech exposure34%
Overlap across funds12%
Fee drag (annual)0.82%
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Compliance

An audit trail you never have to chase.

Every research decision, model change, and client deliverable is automatically logged — not just what was done, but why. If a regulator asks, the answer is already on file. If a client asks, you can explain exactly why their money is where it is. Built in from the start, not bolted on at the end.

  • Rationale captured, not just outcomes
  • Documentation ready before the question is asked
  • Every change traceable to its source

Audit trail

Today · 4 entries

Up to date
  1. Model rebalanced

    14:32

    Reduced US tech overweight from 32% to 28%

  2. Rationale logged

    14:30

    Concentration risk flagged by policy threshold

  3. Client report generated

    11:08

    Smith Family Trust · Q3 2026 review

  4. Allocation justification

    09:54

    Memo attached to fixed-income reduction

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Stay Connected

Everything integrated, and we're just getting started.

Early LAN.Q users are helping shape what comes next. Sign up for product updates, research insights, and early access announcements.

Early Access

Ready to see LAN.Q in action?

This is the first layer of what we're building — more is coming, and our earliest users get to help shape it.