Artificial Intelligence

The intelligent platform for investing and financial analysis.

Build investing workflows, create intelligent agents, and automate all finances operations with a platform powered by artificial intelligence.

Intelligent workspace

Centralised intelligence for financial operations

Intelligent workspace

Centralised intelligence for financial operations

Intelligent workspace

Centralised intelligence for financial operations

Financial agents

Autonomous agents for financial workflows

Financial agents

Autonomous agents for financial workflows

Financial agents

Autonomous agents for financial workflows

Secure ecosystem

Institutional security for financial systems

Secure ecosystem

Institutional security for financial systems

Secure ecosystem

Institutional security for financial systems

Trusted by industry

Proven by leading financial organisations

Trusted by industry

Proven by leading financial organisations

Trusted by industry

Proven by leading financial organisations

Financial Intelligence

A financial platform that drives investing forward

Built with intelligence to transform how you invest, adapt to
change, and deliver consistent financial performance.

Built with intelligence to transform how you invest, adapt to change, and deliver consistent financial performance.

Automate your workflows

Build or use predefined workflows to manage investments, track performance, and adapt efficiently to market conditions.

Access prompt library
Manage finance agents
Chat with data source
Connect to internal systems
Automate your workflows

Build or use predefined workflows to manage investments, track performance, and adapt efficiently to market conditions.

Access prompt library
Manage finance agents
Chat with data source
Connect to internal systems
Automate your workflows

Build or use predefined workflows to manage investments, track performance, and adapt efficiently to market conditions.

Access prompt library
Manage finance agents
Chat with data source
Connect to internal systems

Adaptable Infrastructure

Infrastructure that adapts
to your workflow

Configure the platform to your needs, scaling seamlessly
from individual tasks to full team operations.

Configure the platform to your needs, scaling seamlessly from individual tasks to full team operations.

Quick setup

Integrate quickly with minimal setup and existing systems.

Quick setup

Integrate quickly with minimal setup and existing systems.

Quick setup

Integrate quickly with minimal setup and existing systems.

Custom models

Build and deploy models tailored to your investment strategies.

Custom models

Build and deploy models tailored to your investment strategies.

Custom models

Build and deploy models tailored to your investment strategies.

Trusted data

Access reliable, validated data across all financial workflows.

Trusted data

Access reliable, validated data across all financial workflows.

Trusted data

Access reliable, validated data across all financial workflows.

Integrated Solution

Seamless integrations

Connect seamlessly with your existing providers and file systems. Enhance workflows by interacting with your data sources.

Enterprise Ready

Made for modern finance teams and organisations

Built to support regulated finance teams with security, control,
and transparency across every workflow.

Tailored workflows

Configure workflows around your processes and investment strategies.

Tailored workflows

Configure workflows around your processes and investment strategies.

Tailored workflows

Configure workflows around your processes and investment strategies.

Audited & tested

Continuously audited and tested to meet compliance requirements.

Audited & tested

Continuously audited and tested to meet compliance requirements.

Audited & tested

Continuously audited and tested to meet compliance requirements.

Full data visibility

Gain complete visibility into data usage and activity.

Full data visibility

Gain complete visibility into data usage and activity.

Full data visibility

Gain complete visibility into data usage and activity.

Governance & permissions

Manage roles, permissions, and policies across teams.

Governance & permissions

Manage roles, permissions, and policies across teams.

Governance & permissions

Manage roles, permissions, and policies across teams.

Single tenant deployment

Dedicated environments ensuring isolation, performance, and control.

Single tenant deployment

Dedicated environments ensuring isolation, performance, and control.

Single tenant deployment

Dedicated environments ensuring isolation, performance, and control.

End to end encryption

Encrypt data across storage, processing, and communication layers.

End to end encryption

Encrypt data across storage, processing, and communication layers.

End to end encryption

Encrypt data across storage, processing, and communication layers.

Unified Intelligence

Everything you need to manage investing decisions

Bring decisions, research, and execution together to act faster with clarity and confidence teams.

All your investing decisions
and actions in one place

Centralise every investing decision and action for complete context, traceability, and faster execution.

Accurate research across all your financial data sources

Run research across all internal and external data
sources in a single workflow.

Intelligent workflows and automation with agents

Automate workflows using financial agents that execute tasks, monitor signals, and adapt continuously.

Industry Trust

Why investors and teams trust our platform

Trusted by investors and teams for reliable intelligence, secure workflows, and consistent performance at scale.

"Asset automated our workflows and helped us identify stronger investment opportunities faster.”

John Williams

Portfolio Manager at Investwise

"Asset automated our workflows and helped us identify stronger investment opportunities faster.”

John Williams

Portfolio Manager at Investwise

"Asset automated our workflows and helped us identify stronger investment opportunities faster.”

John Williams

Portfolio Manager at Investwise

"Agents handle repetitive tasks so 
our team focuses on strategy and performance."

Daniel Brooks

Head of Research at Northcap

"Agents handle repetitive tasks so 
our team focuses on strategy and performance."

Daniel Brooks

Head of Research at Northcap

"Agents handle repetitive tasks so 
our team focuses on strategy and performance."

Daniel Brooks

Head of Research at Northcap

"Strong security and governance controls made adoption easy across 
our regulated finance team."

Emily Watson

Analyst at Brightpath

"Strong security and governance controls made adoption easy across 
our regulated finance team."

Emily Watson

Analyst at Brightpath

"Strong security and governance controls made adoption easy across 
our regulated finance team."

Emily Watson

Analyst at Brightpath

"Custom models allowed us to adapt strategies quickly and unlock new investment opportunities.”

Michael Turner

Operations Lead at Smartly

"Custom models allowed us to adapt strategies quickly and unlock new investment opportunities.”

Michael Turner

Operations Lead at Smartly

"Custom models allowed us to adapt strategies quickly and unlock new investment opportunities.”

Michael Turner

Operations Lead at Smartly

"Research across all our data sources improved decisions and reduced costly investment mistakes.”

Sophia Reed

Analyst at Lumen Capital

"Research across all our data sources improved decisions and reduced costly investment mistakes.”

Sophia Reed

Analyst at Lumen Capital

"Research across all our data sources improved decisions and reduced costly investment mistakes.”

Sophia Reed

Analyst at Lumen Capital

"Implementation was smooth, letting our analysts automate workflows without disrupting existing financial operations.”

Oliver Bennett

Director of Strategy at Finax

"Implementation was smooth, letting our analysts automate workflows without disrupting existing financial operations.”

Oliver Bennett

Director of Strategy at Finax

"Implementation was smooth, letting our analysts automate workflows without disrupting existing financial operations.”

Oliver Bennett

Director of Strategy at Finax

Transparent Pricing

Simple pricing that scales with your needs

Flexible plans designed to support individuals and teams as investing workflows grow in complexity.

Monthly

Yearly

30% OFF

Starter

Start investing workflows with built-in intelligence and automation.

$0

$0

Per user/month

Automated workflows

Prompt library

Finance agents

Research across data

Secure infrastructure

Starter

Popular

Scale investing workflows with advanced automation.

$49

$49

Per user/month

Team workflows

Advanced agents

Custom models

Priority execution

Enhanced governance

Team

Collaborate across teams with shared investing workflows.

$99

$99

Per user/month

Multi-user access

Shared data visibility

Role-based permissions

Collaboration workflows

Team analytics

Monthly

Yearly

30% OFF

Starter

Start investing workflows with built-in intelligence and automation.

$0

$0

Per user/month

Automated workflows

Prompt library

Finance agents

Research across data

Secure infrastructure

Starter

Popular

Scale investing workflows with advanced automation.

$49

$49

Per user/month

Team workflows

Advanced agents

Custom models

Priority execution

Enhanced governance

Team

Collaborate across teams with shared investing workflows.

$99

$99

Per user/month

Multi-user access

Shared data visibility

Role-based permissions

Collaboration workflows

Team analytics

Monthly

Yearly

30% OFF

Starter

Start investing workflows with built-in intelligence and automation.

$0

$0

Per user/month

Automated workflows

Prompt library

Finance agents

Research across data

Secure infrastructure

Starter

Popular

Scale investing workflows with advanced automation.

$49

$49

Per user/month

Team workflows

Advanced agents

Custom models

Priority execution

Enhanced governance

Team

Collaborate across teams with shared investing workflows.

$99

$99

Per user/month

Multi-user access

Shared data visibility

Role-based permissions

Collaboration workflows

Team analytics

Compliance First

Secure by design

Built with security and compliance embedded at every
layer to protect sensitive financial data.

SOC2

SOC2

SOC2

CCPA

CCPA

CCPA

ISO 27001

ISO 27001

ISO 27001

GDPR

GDPR

GDPR

ENCRYPTED

ENCRYPTED

ENCRYPTED

Answering Questions

Everything explained to
help you move forward

All you need to know about the platform, pricing,
security, workflows, and team collaboration.

How does the platform support investing workflows?
Is my financial data secure and compliant?
Does the platform support custom models?
Can I integrate existing data sources?
How does pricing scale for teams?
What compliance standards does the platform meet?
Can I automate workflows using financial agents?
How does collaboration work across teams?
How does the platform support investing workflows?
Is my financial data secure and compliant?
Does the platform support custom models?
Can I integrate existing data sources?
How does pricing scale for teams?
What compliance standards does the platform meet?
Can I automate workflows using financial agents?
How does collaboration work across teams?
How does the platform support investing workflows?
Is my financial data secure and compliant?
Does the platform support custom models?
Can I integrate existing data sources?
How does pricing scale for teams?
What compliance standards does the platform meet?
Can I automate workflows using financial agents?
How does collaboration work across teams?

Get started

Move investing forward with intelligence

Start building smarter investing workflows with
secure infrastructure and financial agents.

Start building smarter investing workflows with secure infrastructure and financial agents.

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