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A SINGLE DASHBOARD HOUSING BIG DATA

Intelligent Advisor is a tool for relationship managers and investment advisors, that uses A.I to discover investment opportunities from alternative data.

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BUILD RELATIONSHIPS
SPEND LESS ON CRUNCHING NUMBERS

  • Crunch big data to deliver actionable and rational information.

  • Improve banker’s delivery with a one-stop dashboard that displays relevant investment ideas.

  • Available at their fingertips and minimizes time spent on research.

EXPLORE FEATURES

Automated Security Scoring

  • Blends factors covering momentum, value, quality, and sentiment to score and rank your universe of securities and currencies
  • Scores are revised on a daily basis to reflect market developments

Sentiment

  • Distill latest market sentiment extracted from the news
  • Get Social media commentary analysis to understand the impact on the stock

Personalize the Platform

  • Add favourite stocks to watch for close monitoring
  • Integrate your own content such as research reports, factsheets, and commentaries

Real Time Talking Points

  • Data points are translated into actionable and simple talking points that one can convey to clients
  • Immediately respond to clients with clear long and short auto generated stock insights

Suitable for these Industries

  • avatar

    Banks

  • avatar

    Asset Managers

EMPOWER
YOUR ADVISORS

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