Wealth firms & advisors
Lens gives your team allocation, overlap and concentration analysis across every client book, so a review starts from analysis rather than a rebuilt spreadsheet.
For business
Who it's for
The same intelligence layer, pointed at whichever problem your organisation actually has.
Lens gives your team allocation, overlap and concentration analysis across every client book, so a review starts from analysis rather than a rebuilt spreadsheet.
Add pattern discovery and analysis inside your own product, under your own brand, without building a scanner and market-data pipeline from scratch.
Run structured financial wellness programmes for staff, delivered as sessions and tracked properly, not a one-off lunchtime webinar.
Omni turns requirements into tests and test runs into insight, so quality keeps pace with delivery instead of becoming the bottleneck.
How it works
Which of these fits depends on whether you want the tools for your own team, inside your product, or in front of your staff.
Seats on Lens or Screener for your own team, with the analysis and workflow they already need.
Put the analytics inside your product, under your brand, so your users never leave your surface.
SaarthiOne and Studio Agent put AI into your existing workflows, so it sits alongside the tools your team already runs instead of replacing them.
Financial education designed and delivered for your organisation, remotely or on-site.
Note · Commercial terms, coverage and integration are scoped per engagement. We would rather have one honest conversation about what you need than publish a tier table that fits nobody.