Know which allocators are likely to move next, and reach them before everyone else does.
The full platform
Each module solves a distinct distribution problem — together they form an end-to-end intelligence layer between your firm and the allocators you want to reach.
Morning Brief
Every morning, Regulex scores and ranks every overnight signal — earnings, filings, allocator moves, regulatory shifts — against your own watchlist and your firm's memory. Scan in five minutes, click into the three things that matter.
Market Intelligence
A live, filter-driven view of every signal flowing into your firm — by theme, sector, and source. Push alerts when something crosses your threshold. Investigate when something looks interesting.
Outreach Prioritisation
A ranked queue of allocators surfacing in your themes, dormant contacts lighting back up, and new prospects matched to live deals. Each entry tells you what changed, who to lead with, and what they care about right now.
Firm Directory
Your CRM, augmented. Each firm and person carries their full history — signals about them, your team's notes, contact patterns, and themes they care about. Walking into cold calls is no longer the default.
Intelligence Memory
Call notes, transcripts, saved articles, research thoughts — every piece of context your team generates, unified and surfaced when it matters. Knowledge survives staff changes. Memory and market data correlate automatically: when a relevant signal hits today, the right historical note surfaces beside it.
Allocator firms tracked globally at launch
Premium data sources available from PoC
Research delivered before market open
Module 01
Pre-market, Regulex ingests overnight 13Fs, FCA filings, intra-day price action, earnings transcripts, allocator commentary, and global newsflow — then ranks each item against your watchlist, your firm's memory, and your current pipeline. The brief lands in your inbox before 7:30am with a one-line rationale per signal, a confidence score, and a direct deep-link into the relevant Market Intelligence view. Configurable per team, per coverage region, per fund.
Module 02
A real-time stream of every signal flowing into your firm — 13F deltas, mandate changes, FCA filings, intra-day moves, earnings commentary, and curated newsflow — filterable by theme, sector, geography, source, and allocator type. Saved filters become standing alerts that fire to email, Teams, or Slack the moment a threshold is crossed. Every item links back to the underlying source document, so the trail of evidence is one click away.
Module 03
A daily-refreshed, ranked queue of who to contact next — allocators newly active in your themes, dormant relationships re-engaging the market, and net-new prospects matched to live mandates. Each row carries the trigger event (filing, comment, mandate change), the highest-affinity person at the firm, your last touchpoint, and a draft opener grounded in your firm's memory. Mark contacted, snooze, or sync the action straight into Salesforce, HubSpot, or your CRM of record.
Module 04
Every allocator firm and key contact, unified across your CRM, your inbox/calendar, public filings, and external data. Each profile carries the live signal feed about them, your team's accumulated notes and call records, mandate history, theme affinities, and a contact-pattern timeline showing who at your firm has spoken to whom and when. Walking into cold calls — and double-dialling colleagues' contacts — stops being the default.
Module 05
An institutional memory layer that absorbs every artefact your team produces — call notes, meeting transcripts, saved research, internal Slack/Teams threads, attached PDFs — and structures them around the firms, people, and themes they touch. When a relevant signal fires today, the historical note that explains why it matters surfaces beside it automatically. Entitlements are inherited from your IdP so memory respects existing access boundaries.
Module 06
Purpose-built agents that draft investor primers, sector deep-dives, pre-meeting briefs, and theme overviews on demand — typically in under two minutes. Every claim is anchored to its source: a 13F line, an FCA filing, a stored call note, or a premium-data citation. Outputs export as white-label-ready PDFs or land directly in your CRM record. Guardrails are explicit per workspace: no claim ships without a traceable citation, and prompts/outputs are not retained by the underlying model providers.
The Regulex advantage
Regulex uniquely combines deep predictive data parsing with specialised internal synthesis — purpose-built for distribution, not retrofitted from generic sales tooling.
Traditional platforms offer broad, passive libraries of public institutional allocators. Regulex embeds directly within your existing workflows and systems, converting complex marketplace indicators into actionable, client-ready outreach.
Generic sales software fails to capture the nuances of financial services. Regulex is built by industry experts and specifically designed for the sales cycles and unique workflows native to asset and wealth management.
Existing internal synthesis engines prioritise buy-side due diligence workflows or portfolio risk assessment. Regulex focuses its modelling strictly on asset optimisation, outbound distribution efficiency, and front-office growth metrics.
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