One plan, one price. Access the full workspace — portfolio management, holding-by-holding monitoring, portfolio briefs, and the research library. Every plan starts with a 14-day free trial.
600+ holdings with current research
14-day free trial on all plans
Cancel any time
Every plan starts with a 14-day free trial
Full access to the workspace, portfolio tools, and research library. Billing starts after day 14 — cancel any time before then at no charge.
Monthly and annual billing both include the trial
Longwalk Adviser Copilot
14-day free trial included
£149/mo
Research support only. Longwalk helps with holding review, monitoring discipline, and client communication. It does not provide personal recommendations or suitability sign-off.
Use the email you want attached to your trial. You can set your password after checkout.
Copilot workspace: One screen for holdings, portfolio reviews, research lookups, and adviser learning — no bouncing between product sections.
Covered holding briefs: See the current balance of risks and opportunities for each covered company, with a narrative you can use in client meetings.
Portfolio reviews: Paste holdings, get a full dashboard with concentration, thematic overlap, risk signals, opportunity signals, and client-ready talking points — all in one view.
Client-ready talking points: Pull clear explanations when clients ask about volatility, conviction, or the case for staying invested.
Learning centre: Access portfolio-manager research and adviser guides on Consumer Duty support, rationale notes, and clearer explanations.
Research coverage: 600+ holdings with current Longwalk Scores, risk flags, and research narratives.
Secure checkout via Stripe · Cards, Apple Pay/Google Pay · Billing starts after the 14-day trial unless you cancel first. If payment fails,contact us and we'll help.
What you get
✓ Client portfolio management with ticker search and CSV import
✓ Holding-by-holding monitoring with Longwalk Scores and risk flags
✓ Quick stock lookup — jump straight to any company's research
✓ Adviser learning centre with Consumer Duty guides
✓ 600+ covered holdings across global markets
One workspace. Everything you need to review, document, and file.
Frequently Asked Questions
Research support only. Longwalk Research provides research support and workflow tools for investment professionals. It does not provide personal recommendations, suitability assessments, or compliance sign-off. Advisers remain responsible for their own regulatory obligations. Nothing on this site constitutes financial advice.