4,000+
Data feeds integrated
1,500+
Unique data sources
175+
Third party providers
563M+
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Find the right Intelligent Apps for you
A Story tells you why something happened. Through a guided series of questions and answers, Stories turn data into narrative. With Stories, users move naturally from insight to understanding to action. Applied across stocks, funds, portfolios and full client Knowledge Bases, this dynamic format brings context to complex data and makes decision-making intuitive, structured and scalable.
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Intelligent Media & News Apps
3/ 51 Apps
Intelligent Chat™
A Financial Chat is an intelligent assistant that combines institutional data, portfolio context and real-time market insight into a compliant, conversational interface for wealth management.
Personalized Podcast
Podcasts turn Stories into an audio experience, delivering market updates and personalized insights in a clear, on-demand format.
Watchlists
Watchlists help investors learn by doing – tracking opportunities and building confidence before placing a trade. Paired with MIND™ AI Events, investors see the signals, learn what to watch and transition into execution.
MicroScore
MicroScore converts company fundamentals, performance and sentiment into a single, actionable score, enabling faster stock-level insight and smarter portfolio construction.
Stock Story
A Stock Story is an award-winning, AI-powered profile of a single company that unifies fundamentals, performance, analyst views and more into one clear, easy-to-read narrative.
Thematic Screener
One-click access to curated, data-driven investment themes. Themes humanize financial data – connecting everyday topics like AI, clean energy and aerospace to investable ideas investors actually care about. Powered by MIND™ AI and the Knowledge Base.
Investors need to build confidence before making the decision to buy. Confidence comes from clarity and having your questions answered. MIND™ AI Stories makes complex financial concepts simple to understand with a guided Q&A that translates complex instruments into plain English and helps investors ask the right questions.
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Intelligent Investor Apps
3/ 51 Apps
Intelligent Chat™
A Financial Chat is an intelligent assistant that combines institutional data, portfolio context and real-time market insight into a compliant, conversational interface for wealth management.
MoneyMap™
The MoneyMap™ simplifies complex financial lives into a clear, actionable view of assets, liabilities, income and expenses, giving Advisors a living system of record to provide superior advice.
Personalized Podcast
Podcasts turn Stories into an audio experience, delivering market updates and personalized insights in a clear, on-demand format.
MicroScore
MicroScore converts company fundamentals, performance and sentiment into a single, actionable score, enabling faster stock-level insight and smarter portfolio construction.
Stock Story
A Stock Story is an award-winning, AI-powered profile of a single company that unifies fundamentals, performance, analyst views and more into one clear, easy-to-read narrative.
Client Story
A Client Story is an AI-powered narrative built from a client’s full financial picture, turning complex data into clear, advisor-ready insights.
Intelligent insights and tools for advisors that facilitate precision and drive trust from your clients.
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Intelligent Advisor Apps
3/ 51 Apps
MoneyMap™
The MoneyMap™ simplifies complex financial lives into a clear, actionable view of assets, liabilities, income and expenses, giving Advisors a living system of record to provide superior advice.
Personalized Podcast
Podcasts turn Stories into an audio experience, delivering market updates and personalized insights in a clear, on-demand format.
Client Story
A Client Story is an AI-powered narrative built from a client’s full financial picture, turning complex data into clear, advisor-ready insights.
MicroScore
MicroScore converts company fundamentals, performance and sentiment into a single, actionable score, enabling faster stock-level insight and smarter portfolio construction.
Stock Story
A Stock Story is an award-winning, AI-powered profile of a single company that unifies fundamentals, performance, analyst views and more into one clear, easy-to-read narrative.
Intelligent Chat™
A Financial Chat is an intelligent assistant that combines institutional data, portfolio context and real-time market insight into a compliant, conversational interface for wealth management.
Insights powered by Economist Intelligence gives users a deeper understanding of the forces shaping individual portfolios and supports the research and discovery of larger market opportunities.
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Intelligent Manager Apps
3/ 51 Apps
MicroScore
MicroScore converts company fundamentals, performance and sentiment into a single, actionable score, enabling faster stock-level insight and smarter portfolio construction.
Stock Story
A Stock Story is an award-winning, AI-powered profile of a single company that unifies fundamentals, performance, analyst views and more into one clear, easy-to-read narrative.
Client Story
A Client Story is an AI-powered narrative built from a client’s full financial picture, turning complex data into clear, advisor-ready insights.
Intelligent Chat™
A Financial Chat is an intelligent assistant that combines institutional data, portfolio context and real-time market insight into a compliant, conversational interface for wealth management.
MoneyMap™
The MoneyMap™ simplifies complex financial lives into a clear, actionable view of assets, liabilities, income and expenses, giving Advisors a living system of record to provide superior advice.
Personalized Podcast
Podcasts turn Stories into an audio experience, delivering market updates and personalized insights in a clear, on-demand format.
