Perscient Parallax

Narrative Intelligence for Advisors

Your clients and competitors have access to more information than ever, and staying on top of the stories that matter to your business has never been harder. And those stories have never mattered more.

Our narrative intelligence platform designed specifically for financial advisors, PARALLAX gives you instant insights into markets, investor psychology, and the business of managing client capital and relationships.

Narrative Tracking in Action

PARALLAX fuses human insight with the native superpower of large language models--the ability to read, measure and synthesize the world's news (53,730,202 documents) in near real time.

The result is a suite of striking visualizations we call Storyboards, capturing the narratives that move markets and that are on the minds of your clients.

All in Sight

Don’t rely on anecdotes or intuition alone -- with PARALLAX you can watch the stories unfold in real time, with regular updates including links to the highest-impact articles and social media conversations from our Pulse reporting feature.

Don't worry about missing something or being taken by surprise, and enjoy the extra time you have to take action based on your more complete
understanding of the narratives that matter to you, your clients, and your business.

Semantic Signatures:

Quantifying How Stories Take Shape

Semantic Signatures quantify narrative strength and sentiment across time. Each signature tracks how a specific idea moves through public and social media--rising, fading, or and transforming as it shapes perception and market behavior.

The result is a suite of striking visualizations we call Storyboards, capturing the narratives that move markets and that are on the minds of your clients.

Pulse:

Read less. Understand more.

Every day brings more information than anyone could ever read. Pulse filters the noise, surfacing the most important breaking stories and influential social media posts - and showing how they connect.

It's the ultimate news digest and discovery tool, powered by AI that reads the world so that you don't have to. 

Summary of our most active Storyboards and Semantic Signatures 
Refers back to the visualized data in our Storyboards 
Highlights shifts in the amount and tone of coverage on relevant topics across news and social media 
Provides reference links to dig deeper into the most important and influential articles and posts

MARKETS PULSE

Navigating Uncertainty: Markets Confront Fed Independence Concerns and Labor Market Fragility

The Supreme Court agreed to hear arguments in January regarding President Trump's attempt to fire Federal Reserve Governor Lisa Cook, setting up what legal scholars and former policymakers are calling a potential watershed moment for central bank independence. The court temporarily blocked Trump's removal effort while the case proceeds, maintaining what critics describe as a critical firewall around the Federal Reserve's ability to make decisions without political interference.

PULSE EXAMPLE

WEALTH SERVICES PULSE

Competitive Pressures Ease as Advisors Shift to Value-Based Pricing

The wealth management industry is witnessing a notable shift in how advisors structure their compensation, with fixed fee arrangements gaining traction alongside traditional asset-based models. Perscient's semantic signature tracking fixed fee adoption accelerated by 1.54 over the past month, reaching a z-score of 1.12 and representing the strongest one-month increase among all monitored narratives. This uptick reflects a broader conversation about pricing models that better align with client preferences...

PULSE EXAMPLE

CLIENT PSYCHOLOGY PULSE

Clients Caught Between Confidence and Caution

Perscient's semantic signature tracking language advocating increased risk exposure reached its all-time high in recent weeks, intensifying by 0.8 from the previous month to a z-score of 2.99. This represents the strongest recorded density of media discourse pushing investors toward maximum aggression in the signature's history. At the same time, language describing investors as positioned in riskier assets held steady at a z-score of 1.0, suggesting that while positioning remains elevated, the narrative around taking on additional risk...

PULSE EXAMPLE

STRATEGIC PLANNING PULSE

Consolidation Pressures Ease as Advisors Rethink Independence

The intensity surrounding consolidator acquisition activity appears to be moderating after reaching elevated levels earlier in the year. Perscient's semantic signature tracking language about aggressive roll-up offers declined by 0.29 over the past month, though at a z-score of 1.99, such language remains notably stronger than typical levels. This moderation comes after the third quarter of 2025 set a new record with 109 RIA mergers and acquisitions, putting the industry on pace to exceed 300 transactions for the full year ...

PULSE EXAMPLE

Members of Perscient Parallax gain access to...

All of the features of Perscient Pro

Specialized Storyboards that cover markets, money and investor psychology, and the business of providing financial advice

Ability to download and white label charts for use in client presentations

(Monthly) calls with the Perscient team including Ben Hunt, Perscient’s co-founder and author of Epsilon Theory, to review and discuss movement in key narratives

Pricing

PARALLAX – we know that an Advisor is only as good as his or her team.

PARALLAX

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$795 per month
$7,950 per year

Join the PARALLAX movement for actionable insights tailored to the unique position of Financial Advisors

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