StreetbeatPRO is an AI-powered investment platform that helps financial professionals make smarter decisions by combining proprietary data, real-time market signals, and automated agent workflows. It streamlines research, communication, and portfolio strategy through intelligent automation.
Key features:
- AI Agents: Pre-built and customizable agents automate investment research, client communication, and market monitoring.
- Real-Time Market Data: Integrates over 170 datasets, including live market signals, to drive accurate insights.
- Smart Search: Enables fast, AI-driven information retrieval across internal and external data.
- Personalized Communication: Crafts tailored emails and updates based on portfolio data and market events.
- CRM & Tool Integration: Connects seamlessly with platforms like Salesforce for enriched workflows.
- Portfolio Intelligence: Provides contextual insights for investment decisions across client portfolios.
Use Cases:
- Automated Research: Reduce time spent on market and stock analysis with AI-generated summaries.
- Client Engagement: Deliver personalized updates, alerts, and insights based on real-time data.
- Sales Enablement: Equip teams with fast, accurate intelligence to support investment decisions.
StreetbeatPRO is designed for financial advisors, asset managers, and institutions looking to boost productivity, improve client engagement, and optimize investment decisions using AI.
