Overview
AI for Allocators and Wealth Managers - AI brain that understands your entire knowledge base and manager documents to supercharge your team.
Focus Area
AI Financial Analyst Copilot & SEC Filing Interrogation Suite
Core Features & Capabilities
SEC Filing Search Engine: Searches 10-K, 10-Q, 8-K filings, and earnings transcripts across public equities instantly. Verifiable Source Citations: Cites exact PDF page numbers, financial tables, and paragraphs for all answers. Automated Financial Comparison Tables: Generates side-by-side comparison tables for financial metrics across peers. Best For
Building searchable internal knowledge bases Business OwnersProduct Managers
Architecture & Security
Enterprise FinTech SaaS: Vector RAG search engine indexed against global regulatory financial filings. Pricing Details
Pro / Institutional Plan: Starts at ~$49 – $149 / analyst / month based on search volume and export features. 