• Getting Started with Deep Alpha

  Get familiar with core concepts and features that form the foundation of the platformRetryFew readers

• Investors

  The clients receiving investment advice—individuals or companies with their own profile, accounts, and advisory historyFew readers

• Flows

  Structured workflows that guide you through the advisory process and ensure consistent, compliant client engagementFew readers

• Sessions

  Complete records of advisory engagements where all client information, decisions, and portfolios are storedRetryFew readers