AI Co-Investor
Built for finance, with coverage of 200 000+ stocks, bonds, and ETFs
One AI for research, risk analysis, screening, and portfolio management
Seamlessly integrates with your chats and knowledge base
One AI for research, risk analysis, screening, and portfolio management
Seamlessly integrates with your chats and knowledge base
- Up to date. Hourly-updated data from curated financial sources, incl. news, filings, reports, presentations, call transcripts, and many more.
- Professional-grade knowledge. Powered by top industry research & risk methodologies and high-quality verified data.
- No black boxes. Finance-focused architecture ensuring validated, consistent, and traceable answers.

Analyse & ExploreIndividual assets and trade ideas
75 000+
stocks
110 000+
bonds
10 000+
ETFs
Construct & OptimiseInvestment portfolios and ETFs
< 1 minute
to construct a portfolio
50
optimisation factors
7 trillion
portfolios
Short video tour
Analyse & ExploreIndividual assets and trade ideas
75 000+
stocks
110 000+
bonds
10 000+
ETFs
Construct & OptimiseInvestment portfolios and ETFs
<1 minute
to construct a portfolio
21
optimisation factors
7 trillion
portfolios
Short video tour
Asset managers and family offices
- Win through AI, customisation, global coverage, and ultra-speed
- Significantly scale by reducing costs and increasing LTV
- Enhance portfolio performance by lower fees & cost-per-client
- Meet rising compliance & regulatory requirements
- Unlock unlimited External Asset Management opportunities


Brokers and neobrokers
- Gain a durable and hard-to-replicate competitive edge with unique AI
- Boost fee & commission and interest income by 30%
- Deliver hyper-customised trade & portfolio ideas for every client
- Achieve more stable and predictable client trade flow
- Meet rising compliance & regulatory requirements


Contact us to know more
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