Packed with Powerful Features, Yet Easy to Use
Automation Tools
Automate repetitive tasks and focus on what matters most.
Charli takes the repetitive, time-consuming tasks off your plate, such as data entry and report generation, so you can focus on strategic decision-making.
Security
Proprietary and private. No open-source AI models used.
Purpose built for the financial services industry to ensure your data and interactions are secure and private, and can be fully audited.
Certified AI
Developed with accuracy and reliability in mind.
Built on a certified framework guarantees every insight is backed by a rigorously tested AI, giving you peace of mind in your strategic decisions.
Customizable Dashboard for Real-Time Monitoring of Your Portfolio
See everything that matters in one place. Tailor it to fit your research needs and track industries, companies, and themes effortlessly, ensuring you’re always equipped with the latest information.
Interactive AI Question & Answer
Interact with Charli to ask specific questions about a report, get more clarity analysis that helps you make strategic decisions.
Dual-Mode Analysis
Switch seamlessly between Analytic and Market Sentiment reports with Charli analysis to generate broader insights and perspectives.
Filter your portfolio based on themes to see how these trends impact your investments.
Research
Due Diligence
Analysis
& ETFs
Equity Reports in Minutes
Streamline your workflow and focus on meaningful analysis and client interactions. Generate comprehensive equity reports in minutes, now available in both PDF and DOCX formats for your convenience.
News & Insights
Data Protection, Compliance, and AI in the Enterprise
Digitizing Legacy Systems with Secure Generative AI
