Build Your AI Agent Stack
Empower users with explainable, real-time financial analysis and portfolio chats, directly in your app or dashboard.
New
New
On-Demand AI-powered reports are now available through API
On-Demand AI-powered reports are now available through API
Feature Pipeline
Feature Pipeline
Typical AI Features you can build with our API access. We help you find the best integration for your use case
Lets end-users interact with their portfolios in natural language. They can ask questions about performance, fees, risks, or market events (e.g., new tariffs) and get contextual answers, including research, analysis and explaination.
Lets end-users interact with their portfolios in natural language. They can ask questions about performance, fees, risks, or market events (e.g., new tariffs) and get contextual answers, including research, analysis and explaination.
Lets end-users interact with their portfolios in natural language. They can ask questions about performance, fees, risks, or market events (e.g., new tariffs) and get contextual answers, including research, analysis and explaination.
Provides on-demand research for single assets: business model, financial metrics, valuation, earnings summaries, news impact, and key catalysts. Ideal for stock detail pages and search, with actionable insights.
Provides on-demand research for single assets: business model, financial metrics, valuation, earnings summaries, news impact, and key catalysts. Ideal for stock detail pages and search, with actionable insights.
Provides on-demand research for single assets: business model, financial metrics, valuation, earnings summaries, news impact, and key catalysts. Ideal for stock detail pages and search, with actionable insights.
Automates portfolio health checks, covering diversification, factor/sector/country exposures, concentration and drawdown risks, and fee analysis. Delivers personalized metrics such as scoring-boards.
Automates portfolio health checks, covering diversification, factor/sector/country exposures, concentration and drawdown risks, and fee analysis. Delivers personalized metrics such as scoring-boards.
Automates portfolio health checks, covering diversification, factor/sector/country exposures, concentration and drawdown risks, and fee analysis. Delivers personalized metrics such as scoring-boards.
Maps holdings to investment themes (AI, energy transition, reshoring/tariffs, ESG, etc.) and future trends, including news & sentiment. Identifies winners and losers in a client’s portfolio and pushes theme-based analysis when markets shift.
Maps holdings to investment themes (AI, energy transition, reshoring/tariffs, ESG, etc.) and future trends, including news & sentiment. Identifies winners and losers in a client’s portfolio and pushes theme-based analysis when markets shift.
Maps holdings to investment themes (AI, energy transition, reshoring/tariffs, ESG, etc.) and future trends, including news & sentiment. Identifies winners and losers in a client’s portfolio and pushes theme-based analysis when markets shift.
Enables side-by-side comparison of stocks, ETFs, funds, or portfolios across performance, risk, valuation, quality, growth, and costs. Supports product comparison and analysis with clear, transparent explanations in natural language.
Enables side-by-side comparison of stocks, ETFs, funds, or portfolios across performance, risk, valuation, quality, growth, and costs. Supports product comparison and analysis with clear, transparent explanations in natural language.
Enables side-by-side comparison of stocks, ETFs, funds, or portfolios across performance, risk, valuation, quality, growth, and costs. Supports product comparison and analysis with clear, transparent explanations in natural language.
Combines all features into a single conversational assistant: stock research, portfolio insights, thematic analysis, and more. Ability to integrate "How To's" and FAQs. Delivers comprehensive outputs, helping to provide investment intelligence.
Combines all features into a single conversational assistant: stock research, portfolio insights, thematic analysis, and more. Ability to integrate "How To's" and FAQs. Delivers comprehensive outputs, helping to provide investment intelligence.
Combines all features into a single conversational assistant: stock research, portfolio insights, thematic analysis, and more. Ability to integrate "How To's" and FAQs. Delivers comprehensive outputs, helping to provide investment intelligence.
AI-powered Investment Research
AI-powered Investment Research
Stock dashboards and portfolio trackers often show data rather than explaining it. Users are left to interpret raw numbers, charts, and news, often without context or real, actionable insights
AI Online Broker
AI Online Broker
Reduce churn from users leaving your app for research by integrating AI-powered investment research solutions. Empower customers, deliver insights, and boost engagement and monetization.
Provide context by AI
Provide context by AI
Empower your customers
Empower your customers
Add monetization
Add monetization
Boost engagement
Boost engagement
Analyze over 100,000 stocks, crypto, ETFs, indices, funds, and more with our cutting-edge Investment Chatbot. Simplify your journey through financial markets with generative AI.
Individual Analytics
Individual Analytics
Connect your existing raw data API keys to our partner API to ensure transparent and consistent data throughout your platform.
Connect your existing raw data API keys to our partner API to ensure transparent and consistent data throughout your platform.
Connect your existing raw data API keys to our partner API to ensure transparent and consistent data throughout your platform.
Simply connect your own data with API keys
Highly scalable & flexible solutions
Advanced dashboard control
More than 100k asset tickets covered
Advanced intelligent orchestration
Simply connect your own data with API keys
Highly scalable & flexible solutions
Advanced dashboard control
More than 100k asset tickets covered
Advanced intelligent orchestration
No availability to connect your data
Limited intelligent orchestration
Misaligned data between platform and AI features
Lack of advanced analytics
Limited AI Agent infrastructure
No availability to connect your data
Limited intelligent orchestration
Misaligned data between platform and AI features
Lack of advanced analytics
Limited AI Agent infrastructure
Build Online Brokerage 2.0
Build Online Brokerage 2.0
Connect your data stack or use our data coverage and receive the final output in JSON format. Build online brokerage 2.0 with us.
Why Agentic AI Outperforms
Why Agentic AI Outperforms
Why Agentic AI is shaping the future of consumer apps in finance
Why Agentic AI is shaping the future of consumer apps in finance
AI-generated Reportsss
Integration
Build Your Features
Investment Research
Agentic AI outperforms in financial research by handling specialized tasks, filtering market data into layers, and delivering more precise insights
AI-generated Reportsss
Integration
Build Your Features
Investment Research
Agentic AI outperforms in financial research by handling specialized tasks, filtering market data into layers, and delivering more precise insights
Financial Data AI
Financial Data AI
According to FinanceBench, current models like GPT-4-Turbo fall short in financial QA, with 81% of responses being incorrect or unanswered. It highlights the need for specialized Agentic AI solutions in Finance like Rize AI, using accurate data for reliable results.
According to FinanceBench, current models like GPT-4-Turbo fall short in financial QA, with 81% of responses being incorrect or unanswered. It highlights the need for specialized Agentic AI solutions in Finance like Rize AI, using accurate data for reliable results.
FAQ
FAQ
Check our frequently asked questions for more information on Agentic AI, integration and use cases
Check our frequently asked questions for more information on Agentic AI, integration and use cases
Agentic AI in Finance refers to autonomous AI systems that can actively reason, make decisions, and execute tasks without constant human input. In the financial space, this means AI that can analyze real-time data, generate investment insights, and take proactive steps to engage users—such as surfacing relevant stock opportunities or rebalancing a mock portfolio. Rize uses Agentic AI to power hyper-personalized, contextual experiences for financial platforms.
Agentic AI in Finance refers to autonomous AI systems that can actively reason, make decisions, and execute tasks without constant human input. In the financial space, this means AI that can analyze real-time data, generate investment insights, and take proactive steps to engage users—such as surfacing relevant stock opportunities or rebalancing a mock portfolio. Rize uses Agentic AI to power hyper-personalized, contextual experiences for financial platforms.