01 / Asset Owners
Oversight & alignment
See exactly what you own, how it scores, and where the number came from — with values-based screening built to a real, named standard rather than a house methodology.
- Real ESG & carbon scoringComputed in-house across the fund universe, shown against real peer-category averages — not a black-box vendor label.
- USCCB Catholic ScreenViolence, Tobacco, and Fossil Fuel exposure from a real institutional exclusion list; Gambling, Cannabis, Adult Entertainment, and Life Ethics from each holding's own real business description.
- Compliance & fact sheetsVerified line-by-line against real issuer documents, including the fields we honestly can't compute.
- Governed accessRole-based organizations and audit-ready API tokens for oversight and reporting.
02 / Analysts
Depth on demand
Real tools behind one conversational interface — every answer shows its work, and nothing is answered from the model's own outside memory.
- Full valuation & signal suiteDCF, relative valuation, composite alpha, factor timing, options structuring, short interest, insider & activist tracking.
- Real fund fact sheetsCalendar-year returns vs. benchmark, portfolio-aggregated market cap & P/E, ESG-vs-category — checked against a real issuer fact sheet.
- Transparent AI assistantEvery answer lists the exact real tool calls behind it — click through to the underlying data.
- Voice-driven researchAsk a question aloud in any supported language; get a grounded, sourced answer back.
03 / Portfolio Managers
Built-in workflow
Turn a recurring research process into a scheduled workflow once — then let the team run it, chat around it, and extend it without waiting on an engineering queue.
- Workflow StudioChain any real tool into a scheduled, repeatable workflow — describe it in plain English or build it visually.
- Approval-gated automationAny workflow step that writes data — an alert, a watchlist change — pauses for real human sign-off first.
- Team chat, in-platformReal-time messaging with colleagues, right beside the workflow you're discussing.
- Bring your own everythingCustom formulas, your own uploaded data, and secured external API calls.
"
The one rule that shapes every solution above: if it can't compute a real number, it says so — plainly, in the interface — rather than estimating one.