Unlock Market Potential Quickly

Power through market complexities with Charli, delivering rapid, reliable insights that keep you ahead

Unlock 98% Time Savings: Generate High-Quality Equity Reports in 20-30 Minutes Instead of 40-120 Hours.

Portfolio Management

By automating data gathering and reporting, Charli helps portfolio managers track performance, rebalance portfolios, and respond quickly to market changes.

Client Reporting

Charli automates the creation of detailed, accurate reports that are easy to understand, helping financial advisors communicate complex financial information to clients more effectively.

Operational Efficiency

The platform automates repetitive tasks such as data entry, compliance checks, and administrative work, freeing up professionals to focus on higher-value activities.

Solutions

Equity Research

Transform equity research with Charli’s ability to rapidly process and analyze market data. Gain fast, accurate insights and comprehensive reports, allowing you to focus on developing strategic recommendations rather than manual research.

Corporate Strategy & Development

Drive corporate strategy with Charli’s quick strategic analysis. Our AI tools sift through extensive market and competitive data, enabling faster strategic decisions and effective corporate development without the manual effort.

Sell-Side & Buy-Side Analysis

Enhance market research and portfolio management for both sell-side and buy-side analysts with Charli. Quickly analyze large datasets to improve trade executions and portfolio decisions, focusing more on strategy and less on data gathering.

See Charli in action and discover how it can revolutionize your financial strategies by making complex data accessible and actionable.

One-stop solution for financial professionals

AI-powered efficiency in everyday tasks

Easily integrates with your current tools

“Charli AI’s Automated Analyst has been a game-changer for Compass Strategic Advisory clients, providing clear and accurate financial analysis with insights. This enables intelligent, faster decisions based on real-time data-driven, fact-based reports. The report engine can deliver comprehensive financial analysis quickly, representing a next-generation leap in risk assessment, market prediction, and short-term investment strategy formulation. This should be a must-have for every investment bank, financial analyst, or anyone who is responsible for due diligence.”

Carine Schneider and Paul Arens

Compass Strategic Advisors

“Charli gives me a reliable and trusted way to gather public company proxy information and saves me significant research time allowing me to focus on strategic decision making. Charli also helps me explore and rapidly deepen my thesis around companies that fit into markets I’m evaluating.”

Joe Schipani

Managing Partner, Cross/Section

Charli Easily Integrates With the Tools & Software You’re Already Using

Charli has a vast array of 600+ integrations available for use right out of the box. Align Charli with the software, tools, and products you use every day so you can get more done, in less time, than ever before.