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Agent

Investment, trading and wealth · by Model ML

AI agent accessible via call, text, or email.

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What it does

AI agent accessible via call, text, or email. Learns business context, communication style, and delivery preferences. Integrates with Excel, PowerPoint, and Word.

  • Investment Banking
  • Consulting
  • Private Equity & Credit
  • Asset & Wealth Management
Category
Investment, trading and wealth
Built for
Financial services and insurance, Professional services
Users
Investment Banking, Consulting, Private Equity & Credit, Asset & Wealth Management
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Model ML doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Model ML. Ask for audit reports before you buy.

  • ISO/IEC 27001Certified
  • SOC 2 Type IICertified
  • TLS 1.2 encryption in transit
  • AES-256 encryption at rest
  • Siloed storage available, 100% isolated from Model ML and other customers
  • Data never used to train Model ML models
  • SSO support via SAML and OIDC with JIT provisioning
  • IDP-initiated and SP-initiated SSO supported
  • Domain claim enforcement
  • MFA supported
  • Passwordless logins with email authentication by default
  • Enterprise Plan customers can use a chosen SSO identity provider
  • Deployment to customer infrastructure available
  • Employee background checks and confidentiality agreements
  • Mobile device management (MDM) with hard-drive encryption and anti-malware
  • Document access restricted to owner and explicitly shared users
  • Integrations via separate applications with minimum necessary permissions

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