Who it’s for
Built for individuals, advisors, and research teams
Same platform spine - builder, assistant, scores - tuned to how you work: alone, with clients, or across a research desk.
Individuals
Your process, without a desk full of tools
If you already think in theses - quality compounders, overreactions, themes - Conviction turns that into scores you can run and revisit. No need to maintain spreadsheets or vendor terminals.
- Personal formulas and scoreboards
- AI help when you’re stuck defining the idea
- Screens and watchlists tied to your models
Registered advisors
Ideas you can explain to clients
Support portfolio conversations with scores that show their work. Documentable reasoning, repeatable screens, and a workflow that fits advisory practice - not just power users.
- Explainable rankings for meeting prep
- Shared org formulas for the practice
- Demo and onboarding when you want a guided rollout
Research teams & boutiques
Shared judgment, less infrastructure
Encode the firm’s research philosophy once. Let analysts run it across coverage, layer platform signals, and keep models under versioned practice instead of tribal knowledge.
- Organization-owned formulas and marketing pages
- Collaboration around screens and watchlists
- Team plans when you outgrow a single seat
Pick your path - same research system underneath
Start free if you’re ready. Book a demo if you want it walked with your practice.