The Advisor Intelligence Platform
Spend less time preparing reviews and more time delivering insight.
Combine portfolio reporting, institutional ownership, ETF flows, sector analytics, trend indicators, and Gilmer Research in one advisor workflow.
Built for advisors who want to spend less time working in their business and more time working with clients
Independent advisors face a constant tradeoff. The time required to research markets, evaluate investment opportunities, prepare client reviews, build reports, and communicate through changing market conditions often leaves less time available for the conversations that matter most.
Gilmer was built to help advisors reclaim that time.
Instead of jumping between multiple research sources, manually creating commentary, and spending hours preparing for meetings, advisors can access market intelligence, portfolio insights, reporting tools, and client communication resources in one place.
The result is a more efficient investment process, more meaningful client conversations, and more time focused on serving clients and growing the practice.
Make Better Investment Decisions
Markets generate an overwhelming amount of information. Gilmer helps advisors cut through the noise with institutional-quality research, sector analysis, ETF flow intelligence, ownership tracking, technical analysis, and portfolio diagnostics. The goal is not more data — it is better decisions.
Deliver Better Client Conversations
Clients rarely leave because of performance alone. They leave when they lose confidence or stop understanding the process. Gilmer helps advisors communicate more effectively with market commentary, portfolio insights, and client-ready reporting that keeps investors informed and engaged.
Scale More Efficiently
As practices grow, research, reporting, and review preparation can consume an increasing share of an advisor's time. Gilmer helps streamline these workflows so advisors can spend less time on non-revenue-generating activities and more time serving clients, strengthening relationships, and developing new business.
From Portfolio Data to Client-Ready Conversations
- 01
Import or connect portfolio data
- 02
Analyze exposures and market signals
- 03
Add Gilmer Research context
- 04
Prepare client-ready reporting materials
Everything in One Advisor Workflow
Software solves the workflow. Research powers the insight.
Gilmer Terminal
- Portfolio reporting
- Exposure analysis
- Holdings analytics
- Client-ready reporting workflows
- Advisor dashboards
Gilmer Research
- Market commentary
- ETF and sector analysis
- Institutional ownership summaries
- Research notes
- Alerts
Use the Terminal to run the workflow. Add Gilmer Research to power the context behind the workflow.
Choose the level of support that fits your team.
Terminal + Research
The full Gilmer intelligence workflow: software, reporting, analytics, and ongoing research context.
Ask About Terminal + ResearchResearch
Independent market research, notes, alerts, and analytical tools.
Explore Research MembershipsBuilt for portfolio explanation, not just portfolio tracking.
- Combines portfolio reporting with research analytics
- Designed for advisor-client conversations
- Connects holdings to market context
- Supports repeatable portfolio review workflows
- Separates analysis from recommendations for compliance-aware communication
- Built around sector, ETF, trend, and institutional ownership data
See how Gilmer can support your portfolio review process.
Request a Gilmer Terminal demo.
Tell us about your team and what you’re trying to improve. A member of the firm will follow up to arrange a walkthrough.
Gilmer provides reporting, analysis, and research for informational purposes. Content is not individualized investment advice.