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For business

Financial intelligence tools, for the businesses that serve investors.

Who it's for

Four kinds of buyer, one underlying platform

The same intelligence layer, pointed at whichever problem your organisation actually has.

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.

Brokers & platforms

Add pattern discovery and analysis inside your own product, under your own brand, without building a scanner and market-data pipeline from scratch.

Employers & institutions

Run structured financial wellness programmes for staff, delivered as sessions and tracked properly, not a one-off lunchtime webinar.

Teams shipping software

Omni turns requirements into tests and test runs into insight, so quality keeps pace with delivery instead of becoming the bottleneck.

How it works

Four ways to work with us

Which of these fits depends on whether you want the tools for your own team, inside your product, or in front of your staff.

01

Licence a product

Seats on Lens or Screener for your own team, with the analysis and workflow they already need.

02

Embed or white-label

Put the analytics inside your product, under your brand, so your users never leave your surface.

03

Automation & agents

SaarthiOne and Studio Agent put AI into your existing workflows, so it sits alongside the tools your team already runs instead of replacing them.

04

Training programmes

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.

Start a conversation

Tell us what your team is trying to do.

Or write to us at [email protected]