Financial Data Intelligence Platform
We provide simple, easy-to-deploy, bite-sized data intelligence solutions for financial firms, either as on-prem or SaaS models with quick returns.
Analytics & Modeling
Apply sophisticated statistical and machine learning techniques to uncover hidden patterns, relationship and insights.
Anamoly & Pattern
Identify unusual patterns and anomalies, enabling early detection of potential risks, opportunities, or market shifts.
Integrate & Harmonize
Ability to aggregate, cleanse, and normalize complex financial data from diverse sources, providing a unified view.
What we offer
Wealth Management Focused Data Science & Analytics
Mutual Fund Business Modeling and Success Optimizer
Operational Cost, Revenue, and Reimbursement Model Analysis
Fund Analytics
Women and other Minority fund manager, Mutual Funds, ETF and Alternatives
Financial Operations and Workforce Analytics
AI-Powered Process Intelligence, Building a digital twin to your Operational Process
Investment Advisor Intelligence
"Talk to Your Data"
Natural language interactions with all the reported RIA & BD data for valuable insights to connect your business to the RIA and BD Ecosystem
Wealth Market Analytics
Broker Dealer, RIA Market, WealthTech, FinTech Focus and WM Index as measure of the health of the industry, along with their trends
Competitive Intelligence
Compare your company with your select choice group of companies across many dimensions (RIA, Broker Dealer or Custodian)
About Us
Focusing on Analysis, Techniques & Experience
We are a team of senior-level wealth management professionals with a proven track record of making strategic impact with a deeper understanding of the opportunities and challenges in front of you.
100%
Privacy Focused
World
Top Expertise
We focus on data intelligence to inform your business decisions, resulting in missed opportunities, increased risk, and reduced competitiveness.
How Does It Work
How We Process & Works
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Data For All Your People
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A New Breed of AI
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Analytic Business
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Our Team
Meet Our Friendly Team
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Jhon Jadarian
CEO
Zee Cassidy
Analyst Manager
Donna Dakota
Developer
Projects
Our Latest Project
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Artificial Intelligence
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Data Visualisation
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Machine Learning
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Testimonials
What Our Clients Say
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Pricings
Affordable Price
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Free
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Subscription
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Custom Work
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Our Blog
Read Our News
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