InvestAi
Ingest
Machine interpretable knowledge layer
18,000
Equities & Funds
Client Data
Equities & Funds
Infer
Trained algorithms that generate signals
30+ Models
Equities & Funds
Personalise
Behavioural profiles that power insights
Multi-level
Personalisation
Equities & Funds
2,000+
Live insights
InvestAi combines data pipelines with AI models to create a set of insights relevant for each end user. These insights are delivered as products that are configured for each customer.
AdvisorAi
Improves Advisor efficiency by evaluating individual customer portfolios, looking at thousands of combinations and suggesting changes.
COVERAGE Equites, Mutual Funds, ETFs, Bonds and Structured products
InvestorAi
Institutional quality research and information for the retail investor. Available in an Enterprise version (through APIs) as well as in a Direct to Investor version (in a mobile app)
COVERAGE A wide variety of sophisticated algorithms covering equities listed in over 20 global markets and ETFs in UK and USA
BehaviourAi
Powerful predictive, early warning, inference and propensity models based on a holistic 360 degree view of the customer leveraging the interconnected nature of data from markets, transactions, holdings and behavioural interactions