Portfolio monitoring and research support for UK financial advisers
Longwalk Research helps you review client holdings against current research, produce structured monitoring notes, and keep a clear audit trail — all from one workflow.
Research support for investment professionals. Not a compliance sign-off tool. Longwalk Research does not provide financial advice.
Three ways to get value
Start wherever makes sense — no fixed workflow required.
Review a portfolio
Build or upload a client portfolio. Get holding-by-holding monitoring and a structured review brief you can file.
Open Workspace →Look up a stock
Search any ticker for current research: risks, opportunities, and client-ready talking points.
Search stocks →Read research
Browse deep-dive analysis on companies, sectors, and investment themes.
Browse research →Practical tools for your workflow
Free resources you can use today — no sign-up needed for most.
Consumer Duty Checklist
Six practical sections to slot into your quarterly review: outcomes, holdings, risk, documentation, audit trail, and self-assessment.
Get the checklist →Portfolio Review Template
A structured template for quarterly client portfolio reviews. Coming soon.
Coming soonClient Explainer: Volatility
A simple one-pager to help clients understand market moves. Coming soon.
Coming soonCurrent research on 600+ holdings
Every holding is backed by research: risks, opportunities, scores, and talking points drawn from the latest filings and data.
Built around the adviser review cycle
Prepare, review, document, file. Every screen is designed for how advisers actually work — not a repurposed institutional tool.
Clear audit trail
Date-stamped monitoring notes linked to client outcomes. Show your working without turning compliance into a second job.
Ready to strengthen your monitoring trail?
Start a 14-day free trial. No card required for the first 7 days.
Start free trialResearch support for investment professionals. Longwalk Research does not provide financial advice. Full disclaimer.