Key Features
From research to execution, these features help you move faster, stay informed, and serve clients better.
Advanced Question-Answering
AI interprets natural language and delivers precise, cited responses from trusted sources.
Tailored Market Commentary
Deliver personalized, real-time market updates based on your portfolio or watchlist.
Comprehensive Reporting
Create personalized financial reports that clarify complex concepts and elevate your client experience.
Portfolio Simulation & Quantitative Analysis
Simulate portfolio performance across market scenarios with institutional-grade insights.
Proposal Generator
Simplifies and elevates the process of creating personalized, professional portfolio proposals.
DDQ Tool
Rapidly fills out standardized documents by extracting answers from source materials with precise citations.