Introducing Charli AI 5.0: The New Equity Research Analyst in your Pocket!
Designed for Wealth Managers, Portfolio Managers, and Registered Investment Advisors (RIAs), Charli 5.0 delivers real-time, on-demand equity research that puts the power of personalized insights in your pocket-enabling you to take control of your portfolios.
Sign up now and get free access to our Professional Plan for the rest of 2024!
With Charli 5.0, Investment Professionals Can Now:
Real-Time Equity Research on Demand
Charli 5.0 operates on AutoPilot, delivering instant, actionable equity research to streamline your workflow. The latest release allows investors to delegate portfolio analysis, monitoring and reporting so that they can spend more time with clients.
Strengthen Client Relations and Enhance Growth
With Charli 5.0, you can dedicate more time to personalized client interactions, enhancing retention, and attracting high-net-worth individuals and families to your practice.
Charli 5.0 goes well beyond the current state of AI to help investment advisors streamline their business.
What's New?
Get Reports on your ETFs and Mutual Funds
Charli now offers comprehensive coverage for ETFs and Mutual Funds, bringing you the same powerful insights, data, and analysis you've come to expect-empowering you to make informed decisions across a wider range of investments.
Powerful Portfolio Dashboards and Automated Monitoring
Leverage Charli’s Multidimensional AI to automatically analyze and generate dynamic portfolio dashboards, offering a clear, at-a-glance overview of your investments. Set custom review schedules for hands-free updates delivered straight to your inbox, ensuring you stay on top of your portfolio with minimal effort.
Enhanced Mobile Experience
Revamped Charli application to improve the mobile experience so that you can trigger and access research while you meet, have lunch or commute.
Improved Summary and Executive Reporting
Enhanced reports for new insights, new metrics, and powerful recommendations ready for client review.
Charli 5.0 underscores the company’s commitment to equipping professionals with the tools they need to navigate the evolving landscape of wealth management, delivering efficiency, precision, and client-centric solutions.
Schedule a Demo
See Charli in action and put portfolio monitoring on autopilot.
Get in touch with our team to learn how Charli can enhance your market research, trading strategies, and corporate finance analysis.
Join our Mailing List
Stay Ahead with the Latest AI Innovations and Product updates.
Join Our Newsletter for Exclusive Insights and Updates.
Charli AI
Charli is the creator of Multidimensional AI™. We offer innovative AI applications that are secure, regulatory compliant and scalable for Financial Services.
40 Wall St. – Floor 28New York, NY10005, United States
© 2024 Charli AI, Inc. All rights reserved.
