Godel for RIAs, Wealth Teams, Family Offices

A professional terminal for every advisor.

For RIAs, wealth teams, and family offices: real-time market data, filings, news, and saved client layouts in one workspace.

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The Problem

Stuck between free tools and legacy terminals.

Free tools come up short. Legacy terminals charge $15–30k a seat for feeds you don't need.

Today

Eleven tabs to do what one terminal should.

In Godel
  • Save client layouts and get every advisor a terminal. Starting at $996.
Use Cases

What wealth teams actually run

The commands we see advisors and family offices reach for most, and why each one earns its seat.

N Never miss a headline on a holding

Real-time news, the moment it hits the wire.

Filings, press releases, and global news wires delivered in milliseconds, tied directly to the tickers you and your clients hold, so a move in a client's position never catches you off guard.

See the news
News AAPL US
Headline Date Time Ticker Source
Showing 0 Results
Available in Godel Terminal
Search, filter by source, date, security,
language, and more, live.

QM Set up baskets to monitor

Live prices for every client book, in one place.

Build a watchlist for each client or strategy and stream live quotes for equities, ETFs, indices, and futures inside the workspace you already work in. No delayed tabs, separate brokerage screens, or disconnected research tools.

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CF SEC filings and financials in seconds

Every filing, every financial, every company.

Pull 10-Ks, 10-Qs, earnings, and standardized financials directly inside your workspace. No bouncing to EDGAR, no scraping a brokerage screen, no waiting on the team's terminal user.

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SECF Find any instrument, instantly

Equities, ETFs, bonds, options, futures, FX, indices, and crypto.

One search spans every instrument Godel covers, plus the people behind them. Pull up a ticker, a fund, a bond, or an executive without leaving your workspace.

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HMS Compare any securities, side by side

Stack tickers on one historical chart.

Overlay multiple names on a single chart and compare price or percent change across any window, from one year to all time. Build a peer set, a sector view, or a thesis for a client in seconds.

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Built for teams who need more terminal coverage.

For RIAs, multi-family offices, wealth teams, and institutional advisors. Godel sits on top of your custodian, CRM, and portfolio accounting, with no rip-and-replace.

Hands-on stock pickers Wealth teams picking individual stocks in-house.
Quick name lookups PMs and analysts who can't wait on the team terminal seat.
Real equity research Filings, transcripts, fundamentals, ownership, news, charts, screens.
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Frequently asked questions

A legacy terminal is overkill for an advisory team: trading-desk firepower at $15–30k a seat that most of your advisors never touch. From $996 per advisor, Godel covers the daily workflow and sits on top of your custodian, CRM, and portfolio accounting rather than replacing them.

✓ In Godel today

  • QM Real-time quotes
  • N News on every holding
  • CF SEC filings
  • FA Standardized financials
  • HDS Holders & 13F
  • HMS Peer comparison

… Working on

  • PORT Portfolio analytics
  • MEMB Index membership
  • EQS Deeper screening (v2 & v3)
  • GF EQRV Time series
  • ETFs & mutual funds
  • More private company data
  • Podcasts
Don't see what you need? Talk to us →

Not yet. Portfolio analytics (PORT), including attribution and performance reporting, is on the roadmap. For now Godel sits alongside your portfolio accounting and reporting tools rather than replacing them. If this is a must-have, talk to us about where it lands on the roadmap.

Yes. Real-time across US and global equities, FX, futures, and rates. See market data coverage.

Real-time US equity and ETF quotes stream direct from Nasdaq, and SEC filings come from EDGAR. Coverage runs across global equities, indices, futures and commodities, FX, options, corporate and sovereign bonds, and crypto, plus standardized financials, estimates, earnings transcripts, ownership, and daily private-markets pricing. See the full market data coverage for venues and latency.

Yes. Both per-client and per-ticker. Recurring meetings reopen with everything already streaming.

Equities across the US, Europe, UK, and Asia, plus ETFs, indices, futures, FX, options, bonds, and rates. See full coverage.

Compliance and security requirements vary by firm size and jurisdiction. The Godel ORG plan includes the full compliance suite, with audit logs and audit trails. Book a demo to walk through how it sits alongside your existing custodian and CRM.

Every seat includes support through a dedicated #support channel and support@godelterminal.com, both monitored by our team. The ORG plan adds a full-time dedicated representative as your single point of contact for setup, training, and day-to-day questions. See the ORG plan.

No. Godel is a research terminal. It complements your CRM and planning software.

See how wealth teams use Godel

Book a walkthrough and see a live workspace in action.

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