Question: Is there a platform that offers a comprehensive suite of investment and outsourcing solutions for banks, wealth managers, and institutional investors?

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Allfunds

If you're looking for a broad suite of investment and outsourcing solutions for banks, wealth managers and institutional investors, Allfunds is a top contender. This WealthTech platform offers sophisticated tools for trading, execution, ESG, data analytics and compliance. Its Allfunds Blockchain improves the investment fund ecosystem, and the platform houses a universe of more than 3.3 trillion euros in assets, with insights into market trends and investor behavior.

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Envestnet | Yodlee

Envestnet | Yodlee is another useful platform, offering a rich view of customers' financial lives through connections to more than 17,000 global data sources. With features like AI-powered financial experiences, transaction data enrichment and customizable financial applications, it can support a broad range of use cases including retail banking, credit and wealth management. It's bank-level secure and can be easily integrated with existing infrastructure.

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Toggle Terminal

Toggle Terminal is an advanced analytics platform that lets you ask complex data questions in natural language without having to write any code. It's designed for institutional investors and wealth management professionals, with features like Scenario Testing, Asset Intelligence and Chart Exploration. The platform lets you get a better understanding of your data and ask more sophisticated questions.

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FinChat

For a more integrated research platform, FinChat marries institutional-grade financial data and analytics with conversational AI. It offers trusted financial data vetted by human equity analysts, advanced data visualization and AI-driven competitor comparisons. It's good for individual investors, companies and financial services firms looking to do more sophisticated investment research.

Additional AI Projects

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LSEG Data & Analytics

Empowers financial decision-making with global market data, AI-powered analytics, and collaborative workflow solutions, providing comprehensive insights and interoperability.

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Intapp

Automates deal management, compliance, and time capture, and provides AI-driven insights, recommendations, and content generation to boost productivity and growth.

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FinanceGPT

Unlock actionable financial insights with a suite of AI-powered tools, providing real-time data integration, customizable forecasting, and in-depth analysis.

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Trading Central

Combines automated AI analytics and expert insights to help investors discover opportunities, execute trades, and manage risk with comprehensive, visual, and mobile-friendly analytics.

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AlphaWatch

Combines human oversight with AI-driven workflows to enhance decision-making and efficiency in financial services, with features like multilingual models and self-improving accuracy.

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AlphaSense

Surfaces critical insights from millions of research documents, automating manual research and eliminating blind spots for informed decision-making.

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Fintool

Accurately answers complex financial questions by analyzing SEC filings, earnings calls, and conference transcripts, providing pinpoint insights for informed investment decisions.

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Kvants

Access a marketplace of AI-driven quantitative trading strategies from top hedge funds, diversifying portfolios with institutional-grade methods.

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SS&C Intralinks

Protects sensitive information with AI-powered redaction, and provides real-time insights for accelerated decision-making in financial transactions.

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AlphaResearch

Automates complex research with AI-powered search and advanced data analytics, extracting insights from unstructured text and fundamental data to inform investment decisions.

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Calypso

Combines public data and AI insights to provide a comprehensive equity research platform, replacing teams of analysts with AI-driven decision-making support.

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EMIS

AI-powered search and screening tools provide instant access to comprehensive emerging markets data, news, and analysis for informed decision-making.

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Binocs

Extracts financial information from documents, providing normalized data for analysis, and automates loan management tasks to increase operational efficiency and reduce risk.

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Quantbase

Invest in high-risk, hedge-fund-like strategies with automated portfolios, transparent decision-making, and low minimums, democratizing access to institutional-grade investments.

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Datasite

Streamline deal management with centralized project tracking, AI-driven redaction, and advanced analytics to inform decision making and close deals faster.

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Quilt Labs

Accelerate financial research with AI-driven search, extraction, and analysis tools, uncovering insights from vast datasets with ease and precision.

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StockInsights

Combines large language models with financial data to provide actionable insights, amplifying investment research and enabling better, faster decision-making.

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Dili

Automates deal due diligence with AI-driven data unification, automatic comps generation, and custom report creation, streamlining the investment decision-making process.

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HighRadius

Automates and optimizes financial operations, including Order-to-Cash, Treasury, and Record-to-Report processes, to reduce DSO, improve cash flow, and increase productivity.

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Nasdaq Verafin

Combines machine learning and consortium analytics to detect unusual payment patterns, strengthen security, and improve efficiency in financial crime management.