Supporting your Consumer Duty monitoring
Longwalk Research helps you review client holdings against current research, produce structured monitoring evidence, and maintain a clear audit trail — so you can demonstrate ongoing oversight without turning compliance into a full-time job.
Longwalk Research is a research support and monitoring workflow tool. It does not replace suitability assessment or provide compliance sign-off. Advisers remain responsible for their regulatory obligations.
Evidence that shows your working
The FCA expects advisers to demonstrate ongoing monitoring of client portfolios. Longwalk Research gives you a repeatable process for reviewing holdings, documenting findings, and filing evidence — quarter after quarter.
Upload a client portfolio
Add holdings by ticker search, paste a list, or upload a CSV. Set the client outcome you are protecting.
Review the monitoring flags
Each holding is checked against current research. Positions with high risk or weak scores are flagged for attention.
Generate the monitoring note
One click produces a structured brief: executive summary, holding commentary, key concerns, and watch items.
Print, file, and move on
Save as PDF for your evidence file. Return next quarter and pick up where you left off.
What your subscription includes
Portfolio monitoring
Upload holdings by ticker or CSV. Each position is checked against our research database, with risk flags and Longwalk Scores for every holding.
Monitoring briefs
One click generates a dated, outcome-linked brief with an executive summary, holding commentary, key concerns, and watch items — formatted for filing.
600+ covered holdings
Research coverage across global equities, updated with current data. Each holding has specific risks, opportunities, and talking points.
Print and PDF export
Save briefs as PDFs for your evidence files. Date-stamped, client-named, and structured for audit readiness.
Stock research on demand
Look up any covered stock to see risks, opportunities, score, and talking points — no portfolio required.
Quarterly review workflow
Return each quarter, load the portfolio, and generate a fresh brief. Compare against prior notes to show ongoing monitoring.
Practical tools for your workflow
Free resources you can use today — no sign-up needed.
Consumer Duty Checklist
Six practical sections for 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 soonStart your free trial
14-day free trial. No card required to start. Build a portfolio, generate a brief, and see if it fits your process.
Start free trial