Elevate your investment conversations with actionable insights.
Are you in the same boat?
Some issues faced by others.
Meet Intelligent Advisor GO.
An off-the-shelf platform for modern relationship managers to turn financial
market data into investment insights. Designed for modern relationship managers.
How Intelligent Advisor empowers you
Score & rank 3,000 publicly traded U.S. companies.
Powered by AI-based algorithms, this platform crunches financial market data to generate objective recommendations for stock picking. Data is converted into fully transparent, back-tested trading signals, scored on a scale of 1 to 100, to allow for better comprehensibility and comparability.
A multi-factor approach blending Value, Quality, Momentum and Technical Indicators.
Our quantitative scoring system combining proven factor premiums offers a holistic perspective on each stock’s fundamentals.
With insights presented through intuitive visualizations, we aim to deliver a comfortable experience in identifying patterns for stock analysis, to
ease the generation of investment ideas.
Automatically generated stock insights with brief stories.
Instantly get insights into significant changes to factors affecting stock prices thanks to our automated talking points. Spend less time preparing your sales pitch and concentrate on relationship building.
Intelligent Advisor GO is currently FREE.*
Start offering your customers a better
financial experience today!
*1-month free. No strings attached. No obligations.
BLOG | Wealthtech Podcasts
Ep. 26 “Why you should quit your job and start a Fintech” , with Luke Janssen