How it works
From statement to proposal in minutes
1
Instant statement upload
A PDF, a CSV, or even a screenshot. We never store any personal identifiers or account numbers.
2
Customized analysis in seconds
Every position is analyzed at the company level by looking through funds to reveal real exposures.
3
Client-ready narrative
Generate a clean, defensible presentation that tells a clear story to the prospect.
Features
No more manual entry or dealing with messy multi-custodian statements. Just drop in what your client hands you.
See through every ETF and fund to reveal concentration risks your client didn’t know they had.
LAN.Q analyzes revenue lines, supply chains, customers, regulators and geographies, then identifies the forces that cut across them.
Save your clients money by identifying cheaper fund alternatives.
Add any insight from the analysis to a client-ready brief in one click, branded with your firm’s logo, compared against your firms models, and ready to share.
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Companies evolve. Classification systems have not kept up.
Classified by behavior. Not by labels.
Revenue lines, supply chains, customers, regulators.
Dynamic to reflect the real world.
SEC filings, earnings calls, regulatory data, etc.
Auditable by default.
Fully compliant from the ground up.
Enterprise ready
Built for wealth teams that can’t afford compromise
Zero NPPI stored. Zero hallucinations.
No NPPI retained
Processed entirely in-memory. Names, account numbers, and statement files are never written to disk, eliminating liabilities.
Deterministic math
AI extracts unstructured holdings, but audited quantitative models run every calculation. Zero statistical guessing or math hallucinations.
Private model isolation
Firm strategies and client data remain strictly isolated. No cross-tenant exposure and zero data used to train public or foundation LLMs.
SEC Rule 204-2 ready
Every generated presentation exports to an immutable, time-stamped PDF blotter ready for Smarsh, Global Relay, or regulatory audit.
FAQ
What is LAN.Q?
LAN.Q is portfolio intelligence software from Langar Technology for RIAs and financial advisors. Upload a client or prospect statement as a PDF, CSV or screenshot, and LAN.Q looks through every fund to the companies underneath, maps what each one actually depends on (supply chains, customers, regulators, geographies), and shows the concentration, overlap and exposures that a sector label misses. Findings go straight into a client ready brief or proposal.