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Compare stock fundamentals, valuation assumptions and portfolio income

Enter planning assumptions directly in Power BI and Excel

Embed investing through account, funding and brokerage APIs

Connect professional-services pipeline, delivery, staffing, financials, and billing.

Coordinate customer implementations with project plans, client visibility, and services operations.

Advisor CRM connecting client communication, meetings and policy context

Combine historical prices, fundamentals and financial news in data projects

Free shared household records with a financial month you can adjust

Find adaptable drawings for everyday business and explanatory content

Feed applications with market prices and company fundamentals

Embedded analytics and AI for customer-facing products.

Stock financials and screening with optional paid downloads and alerts

Canadian digital banking with no-fee daily chequing and account alerts

Finnish accounting with source documents and shared reviewer access

Bring portfolio analytics and wider wealth tracking together

Read market news and competing investment analysis

Project portfolio management software for PMOs and project-driven teams

All-in-one business planning software, powered by AI

Manage residential construction schedules, changes, finances, and client updates in one job workspace.

Large language models and document processing engines for business workflows

AI-powered tracking, planning and automation for complex wealth portfolios

Agentic AI workspace for business that runs frontier models on European infrastructure.

Model financial instruments with an inspectable quantitative library

Private AI assistant for Mac and iOS that indexes your documents locally and redacts sensitive data before cloud AI calls.