AI Transformation Journey: $495 (founding price, limited time; standard price $2,495). RAISE OS™ AI Maturity Assessment: $299. Journey includes the assessment for up to six leaders and 30 days of corrections. Both are one-time payments with no subscription.
Key features
Stock Search
Screeners
Charts
Dashboards
Portfolios
Model Builder with machine learning algorithms
SEC filings and earnings transcripts
AI research reports
Factor analysis
Institutional and insider ownership data
Three guided AI sessions delivered in web app on your own schedule
Voice or text responses with automatic saving
18-month AI roadmap delivered as three PDF documents
One-page summary, roadmap, and companion document
30-day make-it-right guarantee with revision option
Add a Process feature to cover additional processes (coming soon)
90-Day Check-ins to update roadmap (coming soon)
What makes it different
Structured financial data directly from source filings with full traceability
Built-in machine learning with 26+ algorithms for model comparison
Unlimited charts, dashboards, screeners and portfolios with no holdings cap
Data updated as filings and markets release new information
Global financial data across multiple exchanges and markets
Asks hard questions designed to dig in and stay specific to your business, unlike general AI chatbots
No vendor pitch or product recommendations, just independent advice
Includes team assessment with up to six leaders' perspectives
All numbers are labeled and traceable to your own data
QuantLink
Tier8