Investment Idea Search

Supercharge your investment idea search using our powerful tool that can help find investment ideas using only a word or phrase.

Portfolio Analysis

Upload any client statement PDF and instantly receive a excel file of the portfolio and a comprehensive analysis.

Prospect Proposal

The future of client proposals has arrived. Make client prospecting easy and fast so you can win your dream client.
More time for your clients

Automate administrative tasks

Discover massive time savings with accurate and fast tools focused on removing time-heavy work from your to-do list.
Flexible workflows built for your practice
Proprietary, custom prompts and models to keep AI in check
Outputs you can actually use without any knowledge in AI needed.
features

Unlock the power of AI to scale your practice

AI cannot replace the relationship you've built with your clients, but it can make you better, faster, and stronger. See how.

Investment Idea Search

Supercharge your investment idea search using our powerful tool that can help find investment ideas using only a word or phrase.
Try it now

Portfolio Analysis

Upload any client statement PDF and instantly receive a excel file of the portfolio and a comprehensive analysis.
Learn more

Prospect Proposal

The future of client proposals has arrived. Make client prospecting easy and fast so you can win your dream client.
Learn more
Schedule Demo
AI Security

Fostering trust and credibility in AI

AI can seem like a black-box output where knowing what to trust can feel like a due diligence process all on it's own. We've fixed that.
Custom Prompts
Our AI experts have built their own custom prompts that allow for greater transparency and repeatability in outputs.
Not all GPT
We utilize a powerful pool of AI to get better outputs with lower risk and expected answers so you can feel confident in these tools.
Two Solutions

Great products on their own, built better with AI

Portfolio Analysis and Proposal Generation

Automate this time heavy task to get a workable portfolio file within a minute.

Upload any client statement and let AI do the heavy lifting for you, with better accuracy when compared to human transfer.
Discover this new tool

Investment Idea Generator

Enter any word or phrase to get started. From "companies that invest in battery manufacturing" to "Neodymium Mining" our search tool is built to search through company and fund information to curate a list of investment opportunities that match your search.

Start searching
Not sure where to begin? Talk with us.

Search

Enter keywords and click search.