REGISTERED INVESTMENT ADVISORS
From "What?" to "Why" — Client-Ready in Minutes
Clients expect clarity, especially during periods of volatility. The biggest bottleneck for Registered Investment Advisors isn’t investment selection, it’s explaining what happened and why.
Trusted by global companies
REGISTERED INVESTMENT ADVISORS
Why Market Clarity Matters for RIAs
The biggest bottleneck isn’t investment selection. It’s explaining what happened and why. Especially during volatility when client calls spike and confidence depends on clear, defensible context.
Quarterly reviews consume hours of prep. The time spent hunting for explanations is time not spent with clients. This limits how many relationships you can service well.
- Client calls spike when markets move
- Performance attribution is a bottleneck
- Opaque tools introduce compliance risk
- RIAs need context they can stand behind
How Kiyomi Helps
Kiyomi turns complex market activity into clear, client-ready context. In minutes, not hours. Instead of piecing together fragments from multiple sources, you get a synthesized understanding of what drove performance, what changed, and how to explain it with confidence.
How Kiyomi Helps RIAs
Book-level synthesis of what drove performance
Thematic and sector exposures explained in plain language
Client-ready narratives without manual assembly
Unlock capacity. Less time on context, more time with clients
BUILT FOR FIDUCIARY ALIGNMENT
Designed to Support Fiduciary Responsibility
Kiyomi delivers market context, not investment advice. It explains what happened and why. You decide what to do about it. No recommendations, no automation, no execution capability. Every insight traces to its source, so you can defend your conclusions with confidence.
Explainable insight. Responsible decisions.
No Investment Advice
Kiyomi does not provide recommendations or investment advice. It delivers market context only, allowing advisors to form and communicate their own conclusions.
No Discretionary Automation
Kiyomi does not automate decisions or workflows. All insights are delivered for human review, preserving professional judgment and fiduciary control.
No Execution Capability
Kiyomi has no execution capability and cannot place trades. Insight and action remain clearly separated at all times.