Case Study: Selective Wealth Management achieves 2x productivity with AlphaSense

Selective Wealth Management Doubles Productivity With Sentieo

Selective Wealth Management, a Lynchburg, VA–based investment firm serving hundreds of clients across 28 states, struggled with slow, manual research workflows—saving notes in Word files and using basic Ctrl-F searches—that limited a lean team’s ability to spend time generating investment ideas. To streamline research and free up time for analysis, Selective Wealth adopted AlphaSense (in use since 2016) as its primary research platform.

AlphaSense provided an integrated suite—Equity Data Terminal, Document Search, TableX, Notebook, Watchlists & Alerts, calendar and mobile apps—enabling rapid document highlighting, targeted searches, automated tagging and fast model building. The team was "hooked" after a 20‑minute trial; model-building time fell from about one hour to five minutes, hours of note organization were eliminated, and overall productivity effectively doubled for Selective Wealth Management, supporting faster idea generation and the firm’s strong fund performance (SLCTX returned 14.39% in Q1 2018).

Selective Wealth Management

Christopher Devlin

Founder and Chief Investment Officer