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AI Chat
Multi-model AI assistant with reasoning, tools, and file attachments
Compliance Policy Checker
Instant validation against regulatory requirements and internal policies
Document Summarizer Pro
Extract key insights from 10-Ks, pitch books, research reports in seconds
Client Email Drafter
Professional email composition with compliance pre-check
Market Sentiment Analyzer
Real-time sentiment analysis across news, social media, and analyst reports
Pitch Deck Formatter
Instant formatting to firm brand standards for PowerPoint decks
Compliance Copilot
Real-time compliance guidance and policy interpretation
StockBot
Ultra-fast AI trading assistant with live TradingView charts
Client Pitch Deck
Brand-compliant pitch book template with dynamic charts
SQL Query Generator
Natural language to SQL for internal data warehouses
Research Analyst Agent
Proactive equity research assistant with multi-turn conversations
Investment Committee Memo
Pre-approved structure for IC presentations with auto-population
Submit Idea Wizard
Interactive AI-powered workflow for submitting and validating trading ideas
Portfolio Advisor Agent
Intelligent portfolio analytics and rebalancing recommendations
Equity Research Report
Standardized research format with model integration
Client Intelligence Agent
Relationship insights and meeting preparation automation
Quarterly Client Review
Portfolio performance analysis → report generation → meeting prep
Quarterly Review Package
Portfolio review template with performance analytics
Client Onboarding Accelerator
8-step guided process from KYC to account activation (3 days → 6 hours)
Risk Assessment Report
Comprehensive risk framework with quantitative scoring
Trading Strategist Agent
Real-time market intelligence and trade execution support
Client Onboarding Checklist
Step-by-step onboarding guide with task automation
Data Scientist Agent
Code generation and data analysis for quant teams
Research Publication Pipeline
Draft → peer review → compliance → distribution → tracking
Risk Incident Response
Detection → assessment → escalation → resolution → post-mortem
M&A Deal Execution
Mandate → due diligence → valuation → negotiation → close