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When Financial AI works,

Designed
Financial AI, Digital
& Data Solutions

for the Intelligence Era

Our mission is to unify the communication of market and client data to deliver intelligent insights and add mass value to investors and investment professionals through our mature and trusted knowledge bases, digital apps, chat and AI Stories.

Data Requests

10,233,626,644

AI Insights Delivered

11.2M

Quotes Delivered

484.6M

Charts Delivered

67.7M

User Sessions

712.9M

Documents Delivered

110.8M

Market Data Ingested

95.8M

Designed
Financial AI, Digital
& Data Solutions

for the Intelligence Era

Our mission is to unify the communication of market and client data to deliver intelligent insights and add mass value to investors and investment professionals through our mature and trusted Knowledge Bases, digital apps, chat and AI Stories.

Learn more

Data Requests

10,233,626,644

AI Insights Delivered

11.2M

Quotes Delivered

484.6M

Charts Delivered

67.7M

User Sessions

712.9M

Documents Delivered

110.8M

Market Data Ingested

95.8M

Multi-Source
Intelligence Delivery

Multi-Source Intelligence Delivery

MIND™ (Multi-Source Intelligence Delivery) AI combines deterministic proprietary AI engines with leading LLMs – grounded in the industry’s most comprehensive Knowledge Base of unified market and client data.


Deploy AI in your organization via trusted delivery methods

  • Signals

    Real-time, data-driven alerts that surface what matters most across markets and portfolios, exactly when it matters.

  • Stories

    Real-time, data-driven alerts that surface what matters most across markets and portfolios, exactly when it matters.

  • Scores

    Single, actionable ratings that benchmark clients, markets and securities against what matters. ClientScore™ measures wealth health. MacroScore™ quantifies macro risk. MicroScore™ grades individual stock quality. Each one is built on deterministic AI — precise, auditable and designed to drive smarter conversations.

  • Intelligent Dialogues

    Guided, compliant decision-making flows — not a chatbot. Intelligent Dialogues™ walk users through structured journeys with clear outcomes, enforcing consistency and compliance at every step. Every path maps to a unique end node through Proof of Dimension (P.O.D.) — auditable, defensible and built for regulated environments.

  • Intelligent Chat

    Compliant, data-grounded conversational AI — entirely distinct from open-source chatbots. Intelligent Chat™ operates within two knowledge bases simultaneously: the Communify Knowledge Base and your firm’s own secure, proprietary data. Every response is accurate, contextually relevant and trustworthy at the point of interaction.

  • Decisions Agents

    Autonomous AI agents that act on the intelligence MIND™ AI generates — executing workflows, triggering next steps and closing the loop between insight and outcome. Where Signals tell you what happened, Stories explain why and Dialogues guide what to do — Decision Agents handle what happens next.

Intelligent
Media

33+ Apps for intelligence-driven, interactive market-facing experiences that keep your audience with you as the trusted source for market data
Intelligent Media app categories

Intelligent
Investor

52+ Apps Comprehensive tools for self-directed investors across markets, research, education, planning and trading
Intelligent Investor app categories

Intelligent
Advisor

61+ Apps Intelligent insights and tools for advisers that facilitate precision and drive trust from your clients
Intelligent Advisor app categories

Intelligent
Manager

38+ Apps Intelligent research that powers thinking and product development for growth @ Scale
Intelligent Manager app categories

Find the right Intelligent apps for you

INTELLIGENT MEDIA 61+ apps

Apps for intelligence-driven, interactive market-facing experiences that keep your audience with you as the trusted source for market data.

INTELLIGENT INVESTOR 42+ apps

Comprehensive tools for self-directed investors across markets, research, education, planning and trading

INTELLIGENT ADVISOR 72+ apps

Intelligent insights and tools for advisors that facilitate precision and drive trust from your clients

INTELLIGENT MaNGER 37+ apps

Intelligent research that powers thinking and product development for growth @ Scale

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