What if your investment research could run itself while you focused on strategy?
Automates research, analysis, and reporting — turning hours of manual work into real-time investment intelligence.
The Problems We Hear from Financial Advisors
Manual research and fragmented data slow down decisions and limit client growth. It’s time for a better approach.
Time is Your Most Valuable Asset
Every hour spent on manual research is an hour not spent with clients or identifying opportunities.
Fragmented Data Sources
Data scattered across multiple tools, formats, and platforms makes comprehensive analysis nearly impossible.
Time-Consuming Research
Validating numbers across SEC filings, news feeds, and market data consumes valuable hours each day.
Manual Reporting
Building reports and investment summaries takes more time than actual advising and strategy.
Missed Opportunities
Critical insights often arrive after the market has already moved, costing clients returns.
Quantifiable value for your teams
By automating key research tasks, you can achieve significant, measurable improvements in efficiency, velocity, and team morale.
70%
Reduction in Research Time
Automate data gathering and analysis across all sources
3×
Faster Reporting Cycles
Generate comprehensive reports in minutes, not days
100%
Real-Time Visibility
Live monitoring of portfolio performance and market changes
40%
Higher Client Satisfaction
Deliver insights and updates faster with greater accuracy
How It Works
We partner with you to build custom agents that understand your unique guidelines, data requirements, and business persona — ensuring every task aligns perfectly with your specific needs. To demonstrate the platform’s power, we’ve built this Simple Investment Advisor Agent as a live example.
Company Analysis Agent
Scans financial news, filings, and market data to summarize company performance.
Stock Price Agent
Analyzes live and historical stock trends to identify key movement patterns.
Financial Metrics Agent
Evaluates balance sheets, ratios, and KPIs to assess financial health.
Comprehensive Investment Summary
All three agents merge their findings into a unified, actionable investment report with recommendations, risk assessment, and opportunity highlights.
Transformation
From overwhelmed to empowered — see the difference AI agents make.
Days of Research
Stressed advisors, cluttered screens, and missed opportunities.
- Manually compiling data from 10+ different sources and platforms
- Spending hours validating numbers across SEC filings and news feeds
- Building reports manually in spreadsheets and documents
- Discovering market changes after they've already impacted portfolios
- Limited time for client interaction and strategic planning
Insights in Minutes
Calm advisors reviewing comprehensive AI-generated reports.
- AI agents automatically gather and synthesize data from all sources 24/7
- Real-time validation and cross-referencing happens instantly
- Automated reports generated with actionable recommendations
- Proactive alerts on market movements and portfolio impacts
- More time focused on clients, strategy, and growing your practice
What This Means for Your Organization
Enterprise-wide benefits that scale across your entire financial services organization
Consistent Investment Workflows
Standardized processes and analysis across all teams and advisors.
Organization-Wide Visibility
Real-time dashboard of portfolio health, performance, and risk exposure.
Strategic Focus
Advisors spend time on strategy and relationships, not data entry.
Faster Onboarding & Training
New advisors get up to speed quickly with AI-assisted research & templates.
Enhanced Compliance & Audit
Automated documentation and audit trails for regulatory requirements.
Scalable Intelligence
Handle more clients and portfolios without proportional headcount growth.
Enterprise-Ready Architecture
Built on CloudKitect’s secure, scalable AWS infrastructure. Deploy in your own environment with full control and compliance.
Build your customized AI-powered investment workflow today
Start with a blueprint. Launch it. Customize it. Deploy securely in your AWS environment with CloudKitect.