Hedgtrade is an AI workspace for modern wealth managers, advisory teams. Start free, then choose the level of access that fits how you prepare client meetings, explain markets, review portfolio risk, and create adviser-approved client communications.
Keep it simple: start with the free trial, choose Premium for individual advisor use, choose Professional for portfolio-aware advisory workflows, or talk to us for firm-wide deployment.
Hedgtrade can be used by an individual adviser, a small advisory team, or a larger institution. The difference is not just access — it is how deeply the platform is embedded into the advisory workflow.
Best when one user needs faster market context, AI-assisted explanations, signal interpretation, and client talking points.
Best when portfolio exposure, client reviews, advisory notes, and team usage become part of the daily or weekly process.
Best when a private bank, wealth platform, asset manager, or family office group needs users, governance, reports, integrations, and custom deployment.
For private banks, EAM platforms, multi-family offices, asset managers, broker platforms, and wealth distribution teams that need custom coverage, multiple users, portfolio ingestion, API delivery, custom reports, or governance workflows.
Yes. The free trial lets you test the Hedgtrade advisor workflow before choosing a paid plan.
Choose Premium if you mainly want daily market intelligence and AI-assisted client conversation support. Choose Professional if you need portfolio-aware workflows, client review narratives, or small-team usage.
No. Hedgtrade supports advisers and investment teams. It helps create market explanations, portfolio context, and client-ready drafts for human review.
No. Hedgtrade provides research, analytics, market intelligence, and decision-support tools. It does not execute trades, provide custody, or provide personalised investment advice.
Yes. Monthly plans are designed to be flexible. Annual plans are available if you want the two-month discount.
Hedgtrade is repositioned for private wealth and professional advisory workflows: private banks, EAMs, family offices, advisers, CIO teams, and serious market users.
Professional adds a stronger portfolio-aware workflow: exposure review, client review narratives, advisory notes, and optional onboarding for professional usage.
Talk Enterprise when you need multiple users, portfolio ingestion, custom reports, governance workflows, API delivery, or deployment across a team or institution.
The fastest way to understand Hedgtrade is to use it in context: prepare market commentary, explain risk, review portfolio exposure, and turn complex market conditions into clearer client conversations.