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Chat

Investment, trading and wealth · by Model ML

Chat interface for finance research and complex workflows.

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What it does

Chat interface for finance research and complex workflows. Delegates tasks such as building pitch decks in PowerPoint or DCFs in Excel from scratch. Integrates with internal documents and external sources like PitchBook, FactSet, and Capital IQ.

  • 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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