Invest provides retail, wealth and trading platforms with a comprehensive market intelligence solution generating higher client engagement, improved retention and reduced costs of client acquisition.
The web-based application comes pre-loaded with institutional quality data from Engine AI’s data partners including S&P Global, FactSet, EPFR & RavenPack. As a result, our clients’ users are better informed, benefiting from easy to digest insights about 3,000 Equities, 2,000 ETFs and FX markets.
We provide proprietary outlooks for every security on our platform, both at a consolidated level for each security, and broken down based on Fundamental, Technicals, Flows or Sentiment data. These provide users with multiple calls to action for every security on their radar, and alerts direct their attention to others that could be of interest. Educational content addresses regulatory concerns, including Consumer Duty.
AI agents provide users with access to robust institutional data, delivering accurate results with minimal hallucination. Agents are intuitively integrated into Invest dashboards, providing users with a unified workflow solution.
Invest, or any of its components, can be seamlessly integrated into our clients’ applications to provide users with a low friction workflow experience.