Private AI Investment Intelligence Built for Elite Investors
Self-hosted AI platform that delivers institutional-grade research and analysis for HNWIs, family offices, and boutique investment firms. Your data, your infrastructure, your competitive advantage.
AI-Powered Research
24/7 automated analysis and insights
Fully Self-Hosted
Complete control over your data
Replace Analysts
Save $100K+ per year in staff costs
Fragmented tools. Expensive staff. No control.
Investment management is broken. High costs, security risks, and inefficient processes are holding back even the most sophisticated investors.
Analysts cost $100K+ per year
High-quality financial analysts are expensive to hire and retain. Junior analysts start at $80K+, while senior analysts command $150K+ annually.
SaaS tools leak your data
Traditional investment platforms store your sensitive data on their servers. You lose control over proprietary research and client information.
Manual research wastes hours
Analysts spend 60-70% of their time on data collection and basic research instead of high-value analysis and client interaction.
It's time for a better solution.
A Full-Stack AI Suite — Hosted by You
Five integrated modules that replace entire analyst teams. Deploy on your infrastructure for complete control over your investment intelligence.
AI Research Assistant
Automated market analysis, company research, and trend identification. Processes thousands of data points in minutes.
- Real-time market scanning
- Sentiment analysis
- Risk assessment
Portfolio Intelligence Dashboard
Advanced portfolio analytics with AI-powered insights. Track performance, optimize allocations, and identify opportunities.
- Performance attribution
- Risk metrics
- Allocation optimization
Financial Modeling Bot
Automated DCF models, scenario analysis, and valuation frameworks. Build complex models in seconds, not hours.
- DCF automation
- Scenario modeling
- Sensitivity analysis
Report Generator
Professional investment reports, presentations, and client communications generated automatically with your branding.
- Custom templates
- Automated insights
- Client-ready formats
Private Hosting
Deploy on your infrastructure. Docker containers, AWS/Azure, or on-premises. Your data never leaves your control.
- Docker deployment
- Cloud compatibility
- On-premises option
Seamlessly Integrated
All modules work together as a unified platform. Data flows seamlessly between research, analysis, and reporting to provide a complete investment intelligence solution.
Superior in Every Way
Compare our comprehensive solution against traditional alternatives. See why leading investors choose our self-hosted platform.
Investor Suite
SaaS Platforms
Human Analysts
Bloomberg Terminal
Features
Investor Suite
SaaS Platforms
Human Analysts
Bloomberg Terminal
Break Even in Just 3 Months
Replace a $100K analyst with a $25K one-time investment. Save 75% annually while getting 24/7 AI-powered insights.
Built to Replace One Analyst.
Priced Like a Tool.
The economics are simple: replace analyst costs with a one-time investment that pays for itself in months.
The Simple Math
24/7 Analysis
No sick days, vacations, or downtime. Continuous market monitoring.
Instant Scaling
Handle unlimited portfolios at the same fixed cost.
Your Data
Complete control and privacy. Self-hosted on your infrastructure.
Take Control of Your
Investment Intelligence
Join leading HNWIs, family offices, and boutique investment firms who have already replaced analysts with our self-hosted AI platform.
Prefer to talk directly?
Email: dhwaj@softwarechains.com
