Business Solutions for RIA, Funds & Enterprise
Institutional-grade market & macro analytics, quantitative models, and data infrastructure — tailored, priced and deployed to fit your firm.
RIA & Wealth
For registered advisors and wealth managers
Scale research and portfolio oversight across all your client accounts with advisor-grade analytics and risk monitoring.
- Corporate Financial Assistant AI license — embed on your website to drive leads and customer retention
- Branded newsletter for customer retention
- Quantitative analytics across markets & macro
- Unlimited database & API access
Funds & Asset Managers
For hedge funds, family offices & institutional desks
Quantitative analytics, factor and risk models, and full database/API access to power your investment and research process.
- Whitelabel Financial Assistant AI for your desk users
- Multi-factor & risk management models
- Quantitative analytics across markets & macro
- Unlimited database & API access
- Internal data sharing across the desk
- Priority support & onboarding
Enterprise
For banks, data teams & platforms
Custom data licensing, white-label deployments and high-volume API designed to embed into your own products and workflows.
- Whitelabel Financial Assistant AI for your platform
- Custom data licensing & redistribution
- White-label & embedded deployments
- High-volume API with custom SLAs
- Dedicated account & solutions engineering
- Security review & custom contracting
Let’s build the right plan for your firm
Tell us about your team, data needs and use case — we’ll put together a tailored proposal and a live demo.
Book a Demo