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

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

COVERAGE Although available as a standalone product, BehaviourAi is a powerful companion product to both AdvisorAi and InvestorAi