Now with automated reconciliation
Finance AI platform
Optimise your investments with AI-driven analysis, real-time tracking and intelligent recommendations that show their working.
Trusted by teams managing real money
- Lattice
- Ampry
- Ardent
- Phoenix
- Vercel
- Linden
Smarter decisions start with clear data
Most teams do not lack data. They lack one version of it that everybody agrees on.
Challenges of managing investments today
- Financial data is spread across four dashboards and a spreadsheet
- Reporting arrives late enough that the decision is already made
- Nobody can say which assumption a number came from
- 58%
- of teams still reconcile by hand each month
- 51%
- cannot trace a figure back to its source
Capabilities
Everything you need to invest confidently
Advanced risk analysis
Exposure by position, sector and currency, recalculated as the market moves rather than overnight.
Market insights
The moves that touch your holdings, with the reason attached and the source named.
AI-powered insights
A recommendation is always shown with the reasoning that produced it. A rating with no argument behind it is a horoscope.
Portfolio tracking
Every account in one balance, updated through the day.
Smart alerts
Told once, at the threshold you set, in the channel you already read.
See your financial intelligence in action
One workspace for balances, exposure and the reasoning behind every flag.
Start investing in minutes
Connect an account, confirm what we read, and the rest fills itself in. There is no implementation call, because there is nothing to implement.
- 100%
- Bank-level encryption in transit and at rest
- 2 minutes
- Median time from sign-up to a connected account
Connect your accounts
Read-only by default. Credentials go to the aggregator, never to us, and you can revoke a connection from either side.
- Securely link your bank, brokerage and investment accounts
- Confirm what we read before anything is stored
- Revoke access at any time, from either end
Your data is protected at every level
Audited annually, and the reports are available before you ask rather than after you sign.
- SOC 2 Type II
- ISO 27001
- GDPR
- PCI DSS
Who this platform is built for
Financial teams
Close the month without three people rebuilding the same figure from three exports.
- Shared workspace
- Audit trail on every figure
Wealth managers
Client reporting that comes out of the system rather than out of a Sunday evening.
- Per-client views
- Scheduled statements
Individual investors
One balance across every account you hold, without a spreadsheet in the middle.
- All accounts in one place
- Alerts you choose
Connect with the tools you already use
Over a hundred integrations, and a documented API for the ones we have not built yet.
- Plaid
- Xero
- QuickBooks
- Stripe
- Slack
- Notion
- Sheets
- Snowflake
Platform in numbers
- 10,000+
- Active investors
- $1M+
- Assets tracked daily
- 99.9%
- Uptime over twelve months
- 120+
- Institutions connected
What investors say about the platform
The reporting that used to take our team a full week now takes an afternoon, and I can see where every number came from without asking anybody.
Claire DevereauxFinance director, Ardent I moved eleven client portfolios across in a morning. The part that sold me was that it refused to guess at two transactions and asked me instead.
Sam ThompsonWealth manager, Linden It is the first tool of this kind I have used that shows its working. When it flags a position it tells me which signal fired and when.
Michael ChenPrivate investor
Transparent pricing without hidden fees
Billed monthly, cancel whenever. The price you see is the price on the invoice.
Starter
For one person keeping track of their own accounts.
$19/month
Choose Starter- Up to 5 connected accounts
- Daily balance updates
- Basic alerts
- Email support
Pro
Most popularFor an adviser or a small team reporting to somebody else.
$39/month
Choose Pro- Everything in Starter, plus:
- Unlimited accounts
- Client reporting
- Custom alerts and rules
- Same-day support
Enterprise
Single sign-on, data residency, and somebody who answers the DPA.
How do the AI insights work?
Signals are computed from your positions and public market data, and every insight is shown with the signals that produced it. Nothing is generated from a prompt and presented as analysis.
Is my financial data safe?
Connections are read-only by default and credentials never reach our servers — the aggregator holds them. Data is encrypted in transit and at rest, and you can delete an account and its history at any time.
Do you offer plans for organisations?
Yes. Above roughly twenty seats it stops being a per-seat conversation and becomes one about single sign-on, data residency and who signs the DPA.
Can I export everything?
CSV and a documented API, including history. Leaving should be as easy as arriving, and a product that makes it hard is telling you something.
Ready to invest with more clarity?
Free for one account, for as long as you like. No card, and no call before you can see the product.