- 01.1Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models[key] frontier AI agents running on client's own cloud with firm-specific ontology[asset] Multi-asset·[function] AI Agents·added 2mo ago
- 02.0Builds, deploys, and operates managed AI services for sales, support, and operations, including voice receptionist, lead generation, content repurposing, chat agents, and trading bot strategy testing.[key] fully managed AI services with same-day activation and operational support[asset] Multi-asset·[function] AI Agents·added 1mo ago
- 03.0Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.[key] natural language Excel model building with transparent formula review[asset] Multi-asset·[function] AI Agents·added 2mo ago
- 04.0Generates morning briefs, meeting notes, follow-up emails, client intelligence reports, and parses statements for financial advisors using AI.[key] built by RIA founder who scaled firm to $2B[asset] Multi-asset·[function] Operations·added 2mo ago
- 05.0Provides an AI platform for financial advisors to assist with client communications and portfolio management workflows.[key] AI assistant purpose-built for registered investment advisor workflows[asset] Multi-asset·[function] AI Agents·added 2mo ago
- 06.0Generates and edits Excel spreadsheets from natural language prompts using AI agents trained for financial modeling and spreadsheet automation[key] formula-driven outputs with cell-level auditability and native Excel plugin[asset] Multi-asset·[function] AI Agents·added 2mo ago·[via] desktop, cli, api
- 07.0Aggregates financial system data into real-time dashboards and automated reports for wealth advisors and CPA firms[key] SOC 2 compliant multi-system integration with AI-powered trend alerts[asset] Multi-asset·[function] Operations·added 2mo ago·[via] api
- 08.0Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.[key] automatically extracts client data from documents and meeting transcripts to update CRM records[asset] Multi-asset·[function] AI Agents·added 2mo ago
- 09.0Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.[key] SEC-registered AI advisor delivering personalized investment recommendations[asset] Multi-asset·[function] Portfolio Management·added 2mo ago·[via] mobile
- 10.0Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.[key] infinite effective context window reasoning over thousands of documents[asset] Multi-asset·[function] AI Agents·added 2mo ago
- 11.0Centralizes investment research from emails, documents, and third-party providers into a structured workspace with AI-assisted tagging and collective intelligence tools for institutional teams.[key] automatic ingestion of research from emails, documents, and third-party sources[asset] Multi-asset·[function] Research·added 2mo ago·[via] desktop, mobile, api, extension
- 12.0Operates an AI agent orchestration platform enabling users to build, deploy and monetize autonomous trading agents across prediction markets, DeFi protocols and on-chain venues[key] multi-agent orchestration protocol (MAOP) with built-in wallets and on-chain revenue distribution[asset] Multi-asset·[function] AI Agents·added 2mo ago
- 13.0Operates 80+ AI agents for fund distribution, advisor outreach, content production, and meeting scheduling while the team focuses on relationship-based capital introductions.[key] 80+ production AI agents handle advisor onboarding, outreach, and ops 24/7[asset] Multi-asset·[function] Operations·added 2mo ago