Finicify
Finicify
Finicify
The fastest path from data to insights, from insights to financial analysis
Finicify
Finicify
We develop custom AI solutions for innovative companies.
Finicify
Finicify
We develop custom AI solutions for innovative companies.
Finicify
Finicify
We develop custom AI solutions for innovative companies.
Finicify is a multi-layered AI platform that standardizes, accelerates, and integrates research, reporting, and investment advisory processes within financial institutions.
Finicify is a multi-layered AI platform that standardizes, accelerates, and integrates research, reporting, and investment advisory processes within financial institutions.
Finicify
Finicify
Finicify
What we do
Balanced Portfolio
Stocks: 40% Bonds: 30% Funds: 20% ETFs: 10%
AI
Data
Volatility: 8% | Avg Return: 12% | Max Drawdown: 6%
Message AI Assistant…
Balanced Portfolio
Stocks: 40% Bonds: 30% Funds: 20% ETFs: 10%
AI
Data
Volatility: 8% | Avg Return: 12% | Max Drawdown: 6%
Message AI Assistant…
Model Portfolio and Fund Basket Automation
Automatically create and update model portfolios and fund baskets aligned with investment strategies. AI-driven recommendations guide investors based on risk profiles, while key metrics—volatility, returns, and drawdowns—are transparently displayed, supporting efficient decision-making and digitalized internal processes.
Balanced Portfolio
Stocks: 40% Bonds: 30% Funds: 20% ETFs: 10%
AI
Data
Volatility: 8% | Avg Return: 12% | Max Drawdown: 6%
Message AI Assistant…
Model Portfolio and Fund Basket Automation
Automatically create and update model portfolios and fund baskets aligned with investment strategies. AI-driven recommendations guide investors based on risk profiles, while key metrics—volatility, returns, and drawdowns—are transparently displayed, supporting efficient decision-making and digitalized internal processes.
Balanced Portfolio
Stocks: 40% Bonds: 30% Funds: 20% ETFs: 10%
AI
Data
Volatility: 8% | Avg Return: 12% | Max Drawdown: 6%
Message AI Assistant…
Model Portfolio and Fund Basket Automation
Automatically create and update model portfolios and fund baskets aligned with investment strategies. AI-driven recommendations guide investors based on risk profiles, while key metrics—volatility, returns, and drawdowns—are transparently displayed, supporting efficient decision-making and digitalized internal processes.
Generate a report of…
Generate a report of Model Portfolio & Fund Basket
Generate
Generate a report of…
Generate a report of Model Portfolio & Fund Basket
Generate
Financial Reporting Automation & Finicify AI
Automate your institution’s research and analysis reports with AI, aligned to your methodology. Generate daily, weekly, or custom reports ready for presentation, with full customization and optional human-AI collaboration. Finicify AI not only aggregates and analyzes data but also transforms it into clear, narrative reports, minimizing the need for manual analysis. By learning from your institution’s historical reports and analyst style, it ensures outputs are accurate, consistent, and aligned with corporate standards. This system significantly enhances reporting capacity, maintains high-quality insights, and leverages accumulated institutional knowledge to support more informed, strategic investment decisions over time.
Generate an image of…
A smiling quokka.
Generate
Financial Reporting Automation & Finicify AI
Automate your institution’s research and analysis reports with AI, aligned to your methodology. Generate daily, weekly, or custom reports ready for presentation, with full customization and optional human-AI collaboration. Finicify AI not only aggregates and analyzes data but also transforms it into clear, narrative reports, minimizing the need for manual analysis. By learning from your institution’s historical reports and analyst style, it ensures outputs are accurate, consistent, and aligned with corporate standards. This system significantly enhances reporting capacity, maintains high-quality insights, and leverages accumulated institutional knowledge to support more informed, strategic investment decisions over time.
Generate a report of…
Generate an image of a quokka.
Generate
Financial Reporting Automation & Finicify AI
Automate your institution’s research and analysis reports with AI, aligned to your methodology. Generate daily, weekly, or custom reports ready for presentation, with full customization and optional human-AI collaboration. Finicify AI not only aggregates and analyzes data but also transforms it into clear, narrative reports, minimizing the need for manual analysis. By learning from your institution’s historical reports and analyst style, it ensures outputs are accurate, consistent, and aligned with corporate standards. This system significantly enhances reporting capacity, maintains high-quality insights, and leverages accumulated institutional knowledge to support more informed, strategic investment decisions over time.
Cost -67%
Efficiency +103%
Cost -67%
Efficiency +103%
Investment Fund Comparative Performance Analysis & Benchmarking
Information Ratios, provide data-driven insights into management efficiency, supporting competitive advantage and strategic decision-making.
Cost -67%
Efficiency +103%
Investment Fund Comparative Performance Analysis & Benchmarking
Information Ratios, provide data-driven insights into management efficiency, supporting competitive advantage and strategic decision-making.
Cost -67%
Efficiency +103%
Investment Fund Comparative Performance Analysis & Benchmarking
Information Ratios, provide data-driven insights into management efficiency, supporting competitive advantage and strategic decision-making.
AI-Generated Advisory
And are Quokka's big?
Client: X
Risk Profile: Balanced
AI-Generated Advisory
And are Quokka's big?
Where do Quokka's live?
Risk Profile: Balanced
Private Banking & Client Advisory
Enhance investment advisory with AI-driven insights, delivering fast, accurate, and personalized guidance. Standardizes service quality while improving efficiency in client interactions.
AI-Generated Advisory
And are Quokka's big?
Client: X
Risk Profile: Balanced
Private Banking & Client Advisory
Enhance investment advisory with AI-driven insights, delivering fast, accurate, and personalized guidance. Standardizes service quality while improving efficiency in client interactions.
AI-Generated Advisory
And are Quokka's big?
Client: X
Risk Profile: Balanced
Private Banking & Client Advisory
Enhance investment advisory with AI-driven insights, delivering fast, accurate, and personalized guidance. Standardizes service quality while improving efficiency in client interactions.
100+
Automations
100+
Automations
Global Financial Analysis & Reporting Infrastructure
Access analytical data on international investment products, enabling cost-efficient reporting and investor insights without additional data acquisition expenses.
100+
Automations
Global Financial Analysis & Reporting Infrastructure
Access analytical data on international investment products, enabling cost-efficient reporting and investor insights without additional data acquisition expenses.
100+
Automations
Global Financial Analysis & Reporting Infrastructure
Access analytical data on international investment products, enabling cost-efficient reporting and investor insights without additional data acquisition expenses.
The process
01
Data Analytics
Connect to global markets with cost-efficient data access.
01
Data Analytics
Connect to global markets with cost-efficient data access.
01
Data Analytics
Connect to global markets with cost-efficient data access.
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AI-Powered Analysis & Reporting
Transform raw data into clear, customized insights.
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5 content="width=device
6 width, initial-
7 scale=1.0">
8 <title>Halo</title>
9 <style>
10 body {
11 font-family:
12 Arial, sans-serif;
13 background-color:
14 #f4f4f9;
15 color: #333;
16 margin: 0;
17 padding: 0;
Tibor
HTML
React
CSS
02
AI-Powered Analysis & Reporting
Transform raw data into clear, customized insights.
1 <html lang="en">
2 <head>
3 <meta charset="UTF-8">
4 <meta name="viewport"
5 content="width=device
6 width, initial-
7 scale=1.0">
8 <title>Halo</title>
9 <style>
10 body {
11 font-family:
12 Arial, sans-serif;
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14 #f4f4f9;
15 color: #333;
16 margin: 0;
17 padding: 0;
Tibor
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AI-Powered Analysis & Reporting
Transform raw data into clear, customized insights.
Download Report
Update Avaliable
Download Report
Update Avaliable
1.4
Sharpe Ratio
+12%
Expected Return
Moderate
Portfolio Risk Level
Download Report
Update
Download Report
Update Avaliable
1.4
Sharpe Ratio
+12%
Expected Return
Moderate
Portfolio Risk Level
03
Delivery & Decision Support
Deliver actionable insights, empower smarter investment decisions.
Download Report
Update
Download Report
Update Avaliable
1.4
Sharpe Ratio
+12%
Expected Return
Moderate
Portfolio Risk Level
03
Delivery & Decision Support
Deliver actionable insights, empower smarter investment decisions.
Download Report
Update Avaliable
Download Report
Update Avaliable
1.4
Sharpe Ratio
+12%
Expected Return
Moderate
Portfolio Risk Level
03
Delivery & Decision Support
Deliver actionable insights, empower smarter investment decisions.
Subscriptions
Three different subscriptions to match your companies' needs.
Standard
$
For businesses looking to start with AI and automations.
Core License + Maintenance
Insight Analytics (Domestic)
Report Generation
Premium
$$
Advanced insights and automation with AI-powered reporting and portfolio tools.
Core License + Maintenance
Insight Analytics (Domestic & Global)
Model Portfolio & Fund Basket Automation
Report Generation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Finicify AI (Report Interpretation) – 200 Queries/Month
Premium Plus
$$$
Comprehensive analytics including crypto, fund performance, and expanded AI capabilities.
Core License + Maintenance
Insight Analytics (Domestic, Global & Crypto)
Report Generation
Model Portfolio & Fund Basket Automation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Investment Fund Comparative Performance Report & Analysis
Finicify AI (Report Interpretation, Client Services & Private Banking) – 1,000 Queries/Month
Standard
$
For businesses looking to start with AI and automations.
Core License + Maintenance
Insight Analytics (Domestic)
Report Generation
Premium
$$
Advanced insights and automation with AI-powered reporting and portfolio tools.
Core License + Maintenance
Insight Analytics (Domestic & Global)
Model Portfolio & Fund Basket Automation
Report Generation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Finicify AI (Report Interpretation) – 200 Queries/Month
Premium Plus
$$$
Comprehensive analytics including crypto, fund performance, and expanded AI capabilities.
Core License + Maintenance
Insight Analytics (Domestic, Global & Crypto)
Report Generation
Model Portfolio & Fund Basket Automation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Investment Fund Comparative Performance Report & Analysis
Finicify AI (Report Interpretation, Client Services & Private Banking) – 1,000 Queries/Month
Standard
$
For businesses looking to start with AI and automations.
Core License + Maintenance
Insight Analytics (Domestic)
Report Generation
Premium
$$
Advanced insights and automation with AI-powered reporting and portfolio tools.
Core License + Maintenance
Insight Analytics (Domestic & Global)
Model Portfolio & Fund Basket Automation
Report Generation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Finicify AI (Report Interpretation) – 200 Queries/Month
Premium Plus
$$$
Comprehensive analytics including crypto, fund performance, and expanded AI capabilities.
Core License + Maintenance
Insight Analytics (Domestic, Global & Crypto)
Report Generation
Model Portfolio & Fund Basket Automation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Investment Fund Comparative Performance Report & Analysis
Finicify AI (Report Interpretation, Client Services & Private Banking) – 1,000 Queries/Month
Standard
$
For businesses looking to start with AI and automations.
Core License + Maintenance
Insight Analytics (Domestic)
Report Generation
Premium
$$
Advanced insights and automation with AI-powered reporting and portfolio tools.
Core License + Maintenance
Insight Analytics (Domestic & Global)
Model Portfolio & Fund Basket Automation
Report Generation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Finicify AI (Report Interpretation) – 200 Queries/Month
Premium Plus
$$$
Comprehensive analytics including crypto, fund performance, and expanded AI capabilities.
Core License + Maintenance
Insight Analytics (Domestic, Global & Crypto)
Report Generation
Model Portfolio & Fund Basket Automation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Investment Fund Comparative Performance Report & Analysis
Finicify AI (Report Interpretation, Client Services & Private Banking) – 1,000 Queries/Month
Entreprise
$$$$
For businesses looking to start with AI and automations.
Core License + Maintenance
Insight Analytics (Domestic, Global & Crypto)
Report Generation
Methodology Customization
Model Portfolio & Fund Basket Automation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Investment Fund Comparative Performance Report & Analysis
Finicify AI (Report Interpretation, Client Services & Private Banking) – Unlimited Queries
Entreprise
$$$$
For businesses looking to start with AI and automations.
Core License + Maintenance
Insight Analytics (Domestic, Global & Crypto)
Report Generation
Methodology Customization
Model Portfolio & Fund Basket Automation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Investment Fund Comparative Performance Report & Analysis
Finicify AI (Report Interpretation, Client Services & Private Banking) – Unlimited Queries
Entreprise
$$$$
For businesses looking to start with AI and automations.
Core License + Maintenance
Insight Analytics (Domestic, Global & Crypto)
Report Generation
Methodology Customization
Model Portfolio & Fund Basket Automation
B2B Data Service – API-Based Subscription (Signal Generation by Rule Sets)
Investment Fund Comparative Performance Report & Analysis
Finicify AI (Report Interpretation, Client Services & Private Banking) – Unlimited Queries
Custom Pricing
$$$$$
Tailored solutions and pricing designed around your institution’s specific needs.
Tailored pricing based on institutional module requirements
Custom reporting
API & Integrations
Dedicated SLA (Service Level Agreement)
Custom Pricing
$$$$$
Tailored solutions and pricing designed around your institution’s specific needs.
Tailored pricing based on institutional module requirements
Custom reporting
API & Integrations
Dedicated SLA (Service Level Agreement)
Custom Pricing
$$$$$
Tailored solutions and pricing designed around your institution’s specific needs.
Tailored pricing based on institutional module requirements
Custom reporting
API & Integrations
Dedicated SLA (Service Level Agreement)
Answers
We've gone ahead and answered some of the questions you might have.
What is Finicify?
Who is Finicify designed for?
How does Finicify ensure data accuracy?
Can reports be customized to match our institution’s style?
Is my institution’s data secure?
What makes Finicify different from other financial tools?
What is Finicify?
Who is Finicify designed for?
How does Finicify ensure data accuracy?
Can reports be customized to match our institution’s style?
Is my institution’s data secure?
What makes Finicify different from other financial tools?
What is Finicify?
Who is Finicify designed for?
How does Finicify ensure data accuracy?
Can reports be customized to match our institution’s style?
Is my institution’s data secure?
What makes Finicify different from other financial tools?
Let's talk!
Office:
Istanbul, Turkey
Local time:
13:55:42
