Solution introduction
Your AI Investor Copilot
Employ AI agents to connect your proprietary data, with real-time information, automate tasks and deliver the results you want
Meet StreetbeatPRO - your embedded AI agent for finance
Access ready-to-use AI agents already connected to 170+ datasets, or agents created specifically for you. Integrate real-time stock data, alternative and proprietary data sets.
Personalize agents to simplify tasks, automate account management processes, and boost efficiency and insights.
Get the features that differentiate you from the competition
Process automation
Automate tasks to increase productivity and efficiency.
Smart search
Experience a new way to look for information with intelligent agents.
Personalized communication
Tailor emails, newsletters based on customer portfolios and market events.
Financial research
Instantly access and act on live market information.
CRM integration
Seamless integration with your database, Salesforce and other CRMs.
