Your clients ask in plain language. AI Screener searches, ranks and explains across your entire product universe, then routes them straight to your platform to invest.
AI Screener is the layer between what people actually care about and the products that match. It turns real interests into the right instruments in your catalogue — matching, never advising.
Follow one question through the product. Every query travels the same path — from natural language to curated results. And every step stays visible on screen. Scroll to walk it.
Type a name, ISIN or ticker for a direct hit — or ask in plain language. The engine handles both: predictive lookup and natural-language search.
Prefer to drive? A full manual filter panel is always accessible for advisors and power users who know exactly what they want.
The AI agent says what it found and why — “107 gold funds ranked by performance” — with an optional deep dive for the full, detailed rationale.
Proactive suggestions refine the search in a tap — best 1-year performance, USD currency, lower costs — and clients can keep asking follow-up questions in natural language.
The filters the AI applied stay on screen — editable or removable at any time. Nothing about the query is hidden from the user.
The complete ranked result set stays visible, with tabs for returns, fees, market, ratios and more — sourced live from your catalogue.
Shortlist the winners and put them head to head, open a detailed factsheet, or save to favorites. The screen follows the client’s train of thought.
When the client decides, AI Screener hands off securely to your own transactional platform — pre-filled, on your rails, under your brand.
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Type the way you think. The engine predicts intent, resolves it into a structured query, and surfaces guided suggestions the moment a client lands.
Put the shortlist head to head. AI Screener lines up returns, cost, rating and risk, flags the winner on each metric, and keeps favorites one tap away.
One tap opens the full factsheet — key metrics, objective, NAV evolution, classification, risk and fees — the same detail your analysts rely on, laid out for a decision.
The fund seeks to track the MSCI World Index, giving diversified exposure to large- and mid-cap companies across 23 developed markets, at a low cost.
Discovery that ends in a decision — and a trade. When the client is ready, AI Screener hands off securely to your own platform, pre-filled, so the order is placed on your rails and under your brand.
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AI Screener is a discovery layer, not an advisor. It is built so your compliance team can see exactly what it did — on every single query.
AI Screener searches and matches products to a client’s stated interests. It does not recommend, assess suitability, or advise — the decision always stays with the client and their advisor.
Each query surfaces the exact filters and tags applied against the catalogue. What the AI understood is always on screen — a fully transparent query, never a black box.
Every question and the query it produced is recorded end to end, so any interaction can be reproduced and reviewed. Compliance-ready by default.
AI Screener reasons over a live, permissioned catalogue — not a static export. Every figure it shows is sourced and dated.
We deploy AI in production for top-tier financial institutions worldwide — not pilots, but live systems serving real customers every day.
AI Screener is fully compliant with MiFID II, the EU AI Act and DORA, with full control over data privacy and audit at every layer.
Finerative collaborates with regulators on their innovation sandboxes — learning and informing best practices for deploying generative AI in production.
For the teams building the next digital experience: see how AI Screener drops into your platform, on your data and your brand.