Advantages
ULTRA-LOW COST
AI agents do most of the work, so fees stay ultra-low. The lowest-cost option for AI analysts and research.
ANALYST-CHECKED
Experienced analysts supervise the agents and check every output before you get it.
ON REQUEST + ON SCHEDULE
Email a question any time, and get daily and weekly reports in your inbox. Every client gets both.
BUILT AROUND
YOUR WORK
Your agent works with your own files, systems and email.
CONFIDENTIAL
NDAs, access controls and secure cloud platforms, with disaster recovery.
Ultra-low Cost
AI agents do most of the work. You keep the savings.
Intelligent Financial Models
Models and projections built and refreshed by your AI agent, checked by an analyst
Information Filtering
Short answers to your questions by email, with the files behind them
Data Tracking & Indexing
Daily and weekly reports, digests and monitors, on schedule, in your email or cloud storage
Your AI analyst on your PC and phone, wherever you are.
Cross-Platform Collaboration
Workflow support for money managers (managing memos, calendars, contacts, Q&A and calls)
Money Managers Workflow Support
Global Reach
Clients in the UK, Europe and the US. Running for many years.
