AI powered engine to help Brokerages retain & grow clients
We provide institutional-grade analytics — standardized fundamentals, peer benchmarks, AI-generated answers — straight into your trading app. Turn quote-screen users into informed investors.
Help your clients see what the pros see.
In-app Research Q&A
The questions your clients actually want answered on a stock — earnings, balance sheet health, cash flow performance — answered in plain language by our AI engine. Drop it into your stock detail page as a card or a chat surface.
Peer & Competitor Comparison
Let your users compare any stock to its real peers on margins, growth, leverage, and returns. Same numbers, same definitions, across US, Europe, India, and Dubai — so the comparison actually means something.
Client-Ready Research & Reports
Generate clean, broker-branded research notes, idea sheets, and portfolio reviews on demand. White-label PDFs, HTML, or in-app cards — built by our AI engine and ready for your relationship managers to send.
Risk Map for every holding
An AI-powered view of company-specific risks for any stock your client owns — regulatory, supplier, customer, financial — plotted by likelihood and impact. The same risk lens institutional desks use, made readable for retail and HNI investors.
Filings & Accounting Change Tracker
Track how a company's disclosures, accounting policies, and footnotes have shifted across reporting periods. The early-warning signal institutional analysts watch — now available as a feed your platform can surface to every client holding the stock.
Process we follow
Ingest
Filings, news, transcripts, and market data for thousands of listed companies across US, Europe, India, and Dubai — cleaned and standardized to a single schema.
Analyze
Multiple AI modules generate the layer that retail platforms typically lack:
- Peer benchmarks & valuation context
- Risk signals & filings changes
- Client-facing Q&A and research notes
Report
Deliver via REST API, white-label widgets, or pre-built dashboards. Your brand, your UX, our data & intelligence layer underneath — set up in days, not quarters.
Give your clients a reason to stay logged in.
Book a 30-minute walkthrough. We'll show you how refine.finance plugs into your existing app and what your end clients will see.
