Built Around Process.
Not Just Data.

From market data to a documented review.

Buckler ingests commercial market data feeds — Canadian and US stocks, Canadian and US ETFs, and Canadian mutual funds — directly from commercial data vendors. That data is normalized and structured into a single dataset built for rapid recall, so the platform can pull in whatever's relevant the moment it's needed.

Every feed is validated against historical data, and additional datasets — risk, ESG, internal research — can be layered in as a firm needs them. Once the data is loaded, monitoring begins. The process breaks down into three categories: monitoring, alerts, and due diligence.

Market data for every mutual fund, equity, and ETF runs through the trigger engine, which checks it against the advisor's book. The trigger engine scores what it finds into one of three severities — and each severity carries its own action.

Market data is loaded into the trigger engine daily and checked against every trigger in the system. When a security fires a trigger, that result is passed into the advisor's book, which becomes the reference point — any security in the book that meets the threshold generates an alert, captured in the application the moment the advisor logs in.

Alerts follow different closeout processes depending on severity: SEV1 generates a due diligence review, SEV2 requires notes before it can be closed, and SEV3 is optional — a need-to-know rather than an action item. Every alert and review is captured in the review record for audit, and every alert is tracked and accounted for.

Alerts can be defined and configured at three levels — firm, advisor, and security. At the firm level, default triggers and alerts apply automatically to every advisor's book and every security, covering the highest-critical cases. At the advisor level, advisors can configure alerts across their entire book or narrow them to specific asset classes, security types, sectors, or categories, choosing whether or not each one generates an alert. At the security level, advisors can set alerts for an individual holding.

Every trigger also carries a predefined cooldown period, so a breached trigger doesn't fire again immediately — a security that trips a 5% price decline resets after seven days, while a mutual fund moving from the first quartile to the second carries a quarterly cooldown. All cooldown periods are configurable at the firm level.

A due diligence review is full documentation captured at a point in time — a snapshot of an individual security (an ETF, mutual fund, or equity position) built from components the AI aggregates and captures automatically, generated as an auditable PDF for the advisor. It's efficient, accurate, and delivers everything required for review far faster than manual methods.

Every security in the advisor's book gets the same consistently formatted, current review, and advisors can add their own notes and pull in additional content — research notes, and the full record of everything generated on that security. Firm-level supervision has real-time access to the same reviews, tracking the due diligence process across every advisor in the firm.

At the firm level, supervision screens let management and compliance teams monitor advisors across the firm — ensuring alerts are being actioned and a consistent due diligence process is being followed.

The platform also lets firms monitor the entire product shelf the same way an advisor monitors a book, using alerts to continuously oversee the enterprise-level book of business.