Investment Intelligence

Put your firm’s best thinking behind every client conversation.

From house view to client-ready pitch

See what matters now

The firm’s latest thinking, already prioritized. EmberX brings approved views, research, product updates and new issues into one feed, highlighting what changed and what needs attention.

Ask the firm

A sourced answer, in seconds. Ask in plain language and get a concise answer grounded in approved intelligence, with every material claim linked to its source.

Shape the investment idea

From publications to a usable view. EmberX connects related research into a structured idea with the recommendation, rationale, horizon, risks and approved ways to invest.

Find the right expression

Every view, connected to the product shelf. Compare approved funds, securities and structured solutions by risk, liquidity and eligibility without moving between systems.

Explain the product clearly

Everything the advisor needs, in one place. Each product page brings together the house view, key features, risks, suitability guidance and approved client materials.

Build the pitch

A sourced draft, in minutes. EmberX assembles the idea, selected products and supporting evidence into a pitch for the advisor to review, edit and send.

Stay aligned

When the view changes, the work changes with it. EmberX updates connected ideas and pitches, showing advisors what changed and what needs another look.

One investment platform. Consistent advice across the private bank.

  1. For advisors

    Prepare better conversations in minutes

    Find the house view, supporting evidence, approved products and talking points in one place.

  2. For CIO, research and product teams

    Put the firm’s best thinking to work

    Turn publications and desk intelligence into structured ideas advisors can find, understand and use.

  3. For risk and compliance

    Keep AI-assisted advice governed

    Ground every output in approved sources and product rules, with visible evidence and advisor review.

Investment intelligence, governed by design.

Investment Intelligence works only within the content, permissions, product rules and actions your institution explicitly provides.

  1. It uses only what your institution approves.

    Answers are grounded in approved research and product content, within each advisor’s existing entitlements.

  2. Product rules come from your systems, not the model.

    Eligibility, suitability and disclosure requirements are applied through institutional controls and remain visible for review.

  3. It prepares. The advisor decides.

    Nothing is sent to a client or submitted as an order without advisor review and explicit approval. Sources, checks and decisions remain part of the record.

Explore AI governance and investment controls →

Put your investment intelligence to work.

See how EmberX connects approved research, products and advisor workflows within your existing permissions and controls.

Request a demo

A working session built around your investment content, product shelf and private-banking workflows.