For the Advisor Whose Best Tool is Their Judgement
A second pair of analytical eyes, available at any hour, calibrated to the work you actually do.
Your work is, at its core, the work of judgement: weighing a client's objectives against the available instruments, accommodating the constraints of risk appetite, tax position, and time horizon, and arriving at a recommendation that is defensible both commercially and as a matter of professional duty. The available analytical tools either over-claim (presenting themselves as substitutes for advice) or under-deliver (offering little more than retail-grade charts).
What You Will Use Most
- The AI analyst chat, as a second pair of eyes on the analytical questions your work throws up.
- Portfolio analytics on client positions, including return decomposition and correlation analysis.
- Drusus Daily as a pre-meeting brief, ensuring you arrive at every client conversation with current context.
- The full archive of Drusus Insights and methodology notes, for the conceptual work that underpins your recommendations.
A Note on Regulatory Position
Drusus produces analytical commentary, scenario models, and risk computations. It does not produce investment advice within the meaning of the FCA regulatory perimeter, and it is not intended to substitute for the regulated advice you provide to your clients. The product is, in this respect, an instrument that assists your work rather than one that performs it.
How They Use Drusus
The shape of a typical working pattern for this audience.
Client-prep brief
Before each meeting, pull a fresh read on the holdings under review. Drusus surfaces the moves of consequence since you last reviewed, organised by impact rather than by chronology.
Mid-conversation lookup
When a client asks a question that warrants a real answer rather than a parked one, the AI analyst is a discreet second screen away.
Recommendation drafting
For the analytical work that underpins each recommendation letter, use the AI analyst to stress-test your own reasoning. It is most useful as a counter-argument, not a confirmation.
Documentation
Drusus produces an audit trail of analyses requested, which can support your suitability assessment file if asked to demonstrate the analytical basis for a recommendation.
An Illustrative Query
The form a typical interaction with the Drusus AI analyst takes for this audience.
A client wishes to switch a £400,000 ISA from a globally diversified equity fund into a UK dividend-focused fund. What are the analytical considerations, leaving the regulatory question of suitability to one side?
The switch represents three structural changes you should consider on the client's behalf. First, a substantial increase in concentration risk: a UK dividend fund typically holds 40 to 80 names against the 1,500 to 2,000 underlying positions of a global tracker, with the FTSE 100 dividend cohort itself concentrated in oils, miners, banks, and consumer staples. Second, a sector tilt away from technology and growth and towards value and cyclical sectors, which materially changes the return profile under different macro regimes. Third, a currency exposure shift from global (typically 50 to 60 per cent USD-denominated revenue) to predominantly GBP-denominated, with the FTSE 100 specifically retaining significant USD revenue at the index level. The yield uplift is real but should be weighed against the expected reduction in long-term total return that a tilt from a growth-rich global benchmark to a value-rich domestic benchmark typically produces. The decision is one of trade-offs your client will need to weigh against their objectives.
Recommended Tier
Drusus Analyst at £29 per month covers the majority of advisor use cases. It includes the AI analyst chat at expanded quota, portfolio analytics, both editions of Drusus Daily, and the full Insights archive. If you model scenarios on client portfolios as part of your review process, Drusus Strategist at £79 per month adds Monte Carlo simulation and full Value-at-Risk analysis.