Question 1

What is LAN.Q?

Accepted Answer

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.

Question 2

Do I have to use real client statements?

Accepted Answer

No. A prospect's holdings work, an anonymized list works, and a plain list of tickers and weights works. You never need to send us an account number or a person's name. Even if you do, our uploader does not save any Non-Public Personal Information (NPPI).

Question 3

What happens to what I upload?

Accepted Answer

Your uploaded statements are processed ephemerally in memory to extract positions, share counts, and tickers—and the original files are purged immediately. We do not store raw brokerage documents, client names, or full account numbers on our servers, and your data is never used to train public AI models.

Question 4

Will you contact the prospect whose portfolio I send?

Accepted Answer

Never. We operate entirely as an institutional software layer for you and your firm. We do not solicit, market to, or contact your clients or prospects. The relationship, client data, and diagnostic narrative remain 100% yours.

Question 5

Does my compliance officer need to approve this first?

Accepted Answer

Because our platform does not require or retain Non-Public Personal Information (NPPI)—such as names, Social Security numbers, or account numbers—many advisory practices run prospect portfolios without requiring an initial formal compliance filing. However, we provide standard security whitepapers, data handling disclosures, and vendor due diligence packets whenever your Chief Compliance Officer (CCO) needs to review our technical safeguards.

Question 6

Does LAN.Q use generative AI, and how do you prevent hallucinations?

Accepted Answer

Document parsing and data extraction run entirely within our secure, isolated infrastructure—client portfolio data is never sent to public, third-party LLMs. Furthermore, all risk calculations, factor exposures, and performance numbers are computed by a deterministic quantitative engine, not generated by AI. This eliminates mathematical drift and guarantees defensible figures for your client conversations.

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Frequently Asked Questions

Frequently Asked Questions

What is LAN.Q?

Do I have to use real client statements?

What happens to what I upload?

Will you contact the prospect whose portfolio I send?

Does my compliance officer need to approve this first?

Does LAN.Q use generative AI, and how do you prevent hallucinations?

Turn your next prospect statement into closed business

Turn your next prospect statement into closed business

Turn your next prospect statement into closed business