Financial intelligence platform

Financial intelligence that can show its work.

FinanceGPT connects financial data, quantitative models, governed AI and workflows so finance and investment teams can forecast, research, stress-test and act with evidence.

FinanceGPT supports analysis, governed financial actions and separately governed investment execution. Metered usage is not automatically charged unless explicitly enabled by commercial entitlement.
Portfolio stress & proposal
Investment Committee QLM
Governed
Scenario
Rates +150 bps · Equities -12% · ZAR -8%
Portfolio impact
-9.6%
Volatility
17.8%
Action
Review proposal
Evidence chain
Market dataRisk modelScenarioApproval policy
One platform, fewer front doors

Start with the financial outcome.

The model labs, APIs and infrastructure stay underneath. Customers work through finance, investments, quant and automations.

Finance

Forecast cash, analyse companies, plan scenarios and run governed finance operations.

Investments

Research companies, manage portfolios, stress allocations and prepare governed rebalance proposals.

Quant

Use statistical, econometric, risk, generative and simulation models with reproducible lineage.

Automations

Turn repeatable finance work into workflows with approvals, evidence and agent tooling.

LQMs + QLMs

Language interprets. Quant models calculate.

FinanceGPT treats a QLM as a compound financial intelligence system: language model + financial context + quantitative models + data + tools + governance. The language layer should not invent portfolio maths that a deterministic or statistical model can calculate and reproduce.

1
Intent
“Stress my portfolio and show a lower-risk alternative.”
2
Quantitative routing
Data rights → risk model → scenario engine → optimisation.
3
Evidence-backed explanation
Outputs, assumptions, lineage and approval policy returned together.
Investment intelligence

Portfolio analysis is a core product, not a checkbox.

Company intelligence, portfolio construction, scenario analysis, drift and rebalance proposals are first-class FinanceGPT experiences. Legacy direct actions remain disabled. Rebalances use approved proposals, pre-trade controls and the Investment Execution gateway; tax-loss harvesting remains a tax-lot-backed proposal workflow.

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Commercial foundation

Billing and teams now belong to the product.

FinanceGPT uses a canonical Explore / Professional / Team / Enterprise catalogue with workspace billing profiles, usage visibility, explicit seat-item reconciliation and dedicated Team & Access settings.

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Trust by evidence

A capability is not a claim until it is evidenced.

The commercial claim register separates Operational, Configurable, Preview, Planned and Not Claimed capabilities. FinanceGPT does not claim SOC 2 attestation, ISO/IEC 27001 certification or private-network availability merely because related architecture exists; execution capabilities are described only at their governed operating boundary.

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