The Agentic
Operating System
Add AI agents to your workflow and execute 10x faster.
Inside the Cortex OS
Purpose-built modules engineered for speed, precision, and execution across financial workflows.
Built to Collaborate with You
Answering questions and performing tasks like an analyst would, Cortex reveals its thought process and grows with your team over time.
- Transparent reasoning with step-by-step explanations
- Adapts to your team's feedback and preferences
- Continuous learning from your organization's knowledge
I've analyzed the quarterly results for ACME Corp. Their revenue grew by 12.5% YoY, exceeding analyst expectations of 10.2%.
The growth was primarily driven by their new product line, which contributed 60% of the incremental revenue.
Can you compare this with their main competitors?
Analyzing competitor data now...
An AI-native workspace built for the future
A seamless environment that adapts to your financial workflows
Q3 2024 Financial Summary
This document provides a comprehensive overview of the company's financial performance for the third quarter of fiscal year 2024.
Market Analysis Report
An in-depth analysis of current market trends and competitive landscape affecting our business operations.
Strategic Growth Plan
A forward-looking document outlining our strategic initiatives for sustainable growth over the next five years.
LLMs Engineered for Finance
Custom-built models designed to understand the intricacies of financial concepts and documents: P&Ls, accounting methodologies, diligence files, and more.
Traceable from Start to Finish
Cortex provides integrated citations, augmenting outputs with attribution to underlying sources.
The company's revenue increased by 15% year-over-year, primarily driven by expansion in the European market.
The gross margin improved to 58%, compared to 52% in the same period last year.
Cortex integrates with your internal and external data providers
A diversified set of data sources spanning the financial services industry.
Scale your workforce,multiply your results
Use Cortex to launch multiple tasks that will continue working in the background, like having an AI workforce 24/7.
Search over hundreds of transcripts and filings to surface market trends and refine investment theses.
Surface actionable insights and deal opportunities. Streamline due diligence and investment memo preparation while leveraging your firm's historical knowledge.
Analyze data rooms, due diligence reports, and legal documents. Centralize precedent materials while maintaining consistent branding to compile deliverables efficiently.
Synthesize market data and research to identify opportunities, optimize allocations, and enhance client communications across asset classes.
Centralize firm knowledge and scale your practice with automated portfolio monitoring and streamlined document generation while ensuring compliance.
All customer data is encrypted both in transit and at rest, utilizing the most robust encryption standards: AES-256 for storage and TLS 1.2/1.3 for secure communication.
Start with one workflow. Scale to the whole firm.