For institutional
For small funds, RIAs, family offices, and prop desks. Convexity gives every analyst the data layer + AI synthesis they actually use, at $29/mo per seat. Multi-seat onboarding arrives later in 2026; early-access teams lock founder pricing for life.
A 5-analyst desk on Bloomberg crosses $140k/year before plug-ins. Convexity ships ~95% of the workflow at roughly 1/100th the seat cost. The math:
Bloomberg list pricing retrieved 2026-07-22 ($31,980/yr single terminal, $28,320/yr multi-terminal – the 5-seat math uses the multi rate). FactSet and S&P CapIQ publish no public price; procurement/third-party estimates retrieved 2026-07-08.
Why teams use it
Each pillar is a separate ask from a different person on the desk – the analyst, the head of research, and the COO who has to sign off. Below is what each one of them gets.
The non-negotiable layer your analysts need before they touch a screener.
Every answer cites a filing, 8-K, or print; your analysts verify in one click.
What you need to put Convexity in front of an IT review.
Functional seats covered
Most small funds and RIAs run with three functional seats, research, portfolio, compliance, even when one person wears two hats. Convexity is built around those three workflows instead of forcing a single-analyst shape on the whole team.
Reg-exam duties and where they map
Not a legal opinion. An honest mapping of the operational and compliance duties a small advisory firm actually owns, against the surfaces in Convexity that help you evidence them.
| § | Duty | Description | Convexity surface |
|---|---|---|---|
| 01 | IA Rule 206(4)-7 | Annual compliance review. Document policies, test them, evidence follow-through. | Audit log export |
| 02 | Advertising Rule | Testimonials and performance claims must carry attribution and disclosure. | Shareable memo links carry identity |
| 03 | Books & Records | Retain research artifacts, decisioning evidence, and communications. | Memos + exports + chat history |
| 04 | Client Reporting | Quarterly and annual performance reporting to clients and the IC. | Portfolio snapshots via Plaid |
| 05 | Market Data | Real-time pricing sufficient for decisioning and timestamped evidence. | FMP real-time tape on Pro & Pro Plus |
| 06 | Best Execution | Document decision support and basis for trade selection. | Cited AI memos + timestamped evidence |
| 07 | Information Security | Encryption at rest and in flight; credential hashing. | TLS 1.2+ · AES-256-GCM field-level · Argon2id |
| 08 | Access Control | Role-based views, observer seats, and an audit trail per user. | Seat roles (Team plan) + audit log |
A research seat in action
A morning at a small fund: skim 8-Ks, check insider clusters, scan macro, frame the AI question. Convexity collapses the first 30 minutes into one page.
Each analyst signs up individually at $29/mo Pro or $79/mo Pro Plus, with founder pricing locked for life. Centralized billing + role-based seat management is on the roadmap for later in 2026. Early-access teams help shape it; talk to the founder if you want to be one of the first.
Not today. Convexity is hosted on a single audited VPS with hardware-key SSH and field-level encryption. On-prem and BYO-cloud are not on the near-term roadmap; if it's a hard requirement, we'll tell you upfront rather than promise vaporware.
Every request carries a per-user request ID; AI usage is recorded in a per-user ledger with token counts, model, surface, and cost. Audit-log writes are append-only. Exports are available on request.
For early-access teams, yes, within the data sources we already index (SEC, FRED, Financial Modeling Prep, USPTO, House Disclosure, ClinicalTrials.gov, USASpending, NIST NVD). We do not white-label third-party feeds we don't license ourselves.
Each Pro Plus seat includes 1,000 AI queries/mo + 20 deep-research reports. We don't markup token costs; the per-user usage ledger reflects real provider spend, with intent-based routing across Luna / Sonnet / Opus. Spend caps are enforced per-user.
$29/mo per seat, multi-seat orchestration arriving later in 2026. Email [email protected] or use the contact form to start a pilot.