
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
Financial agents
Autonomous agents for financial workflows
Secure ecosystem
Institutional security for financial systems
Trusted by industry
Proven by leading financial organisations
Financial Intelligence
A financial platform that drives investing forward

Adaptable Infrastructure
Infrastructure that adapts
to your workflow

Quick setup
Integrate quickly with minimal setup and existing systems.

Custom models
Build and deploy models tailored to your investment strategies.

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.
Audited & tested
Continuously audited and tested to meet compliance requirements.
Full data visibility
Gain complete visibility into data usage and activity.
Governance & permissions
Manage roles, permissions, and policies across teams.
Single tenant deployment
Dedicated environments ensuring isolation, performance, and control.
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
"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
"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
"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
Compliance First
Secure by design
Built with security and compliance embedded at every
layer to protect sensitive financial data.

SOC2

CCPA

ISO 27001

GDPR

ENCRYPTED
Answering Questions
Everything explained to
help you move forward
All you need to know about the platform, pricing,
security, workflows, and team collaboration.

Get started
Move investing forward with intelligence














