Your users are already using AI to research investments. Make sure it's yours.

The problem your users are already solving without you

When investors want to research a stock, understand an earnings result, compare a company to peers, or make sense of a macro event, they leave your platform to find the answer.

They go to financial news sites. They ask ChatGPT. They check Reddit. They look at whatever free tool gives them a plausible-sounding answer.

Every time that happens, you lose time-in-app. You lose trust. And eventually, you lose the account.

Give them what they're looking for inside your product.

What you can embed with Alfa

AI-powered stock research

Give users instant, cited answers to research questions about any security in your universe: earnings analysis, competitive positioning, financial metrics, recent news — all without leaving the platform.

Earnings summaries and alerts

Surface automatic summaries of earnings results for stocks in a user's portfolio or watchlist. What changed, what management said, what the numbers mean — delivered inside your app, in your voice.

Portfolio and watchlist monitoring

Continuous monitoring of user-defined watchlists with alerts on material events, formatted to your brand and delivered through your notification system.

Personalized research content

Research output tailored to a user's holdings, stated interests, or investment profile — increasing relevance and building the kind of daily engagement that keeps users coming back.

Market context and explainers

Help users understand market events in the context of their portfolio. Macro explanations, sector context, position-specific implications — all cited and sourced.

Why not build it in-house

Building finance-specific AI that actually works for your users requires more than plugging in an LLM. It requires:

• Licensed financial data infrastructure (S&P, FRED, SEC filings, sell-side research)
• Compliance controls designed for your regulatory environment (Reg BI, FINRA 2210, MiFID II)
• Domain-tuned models that understand financial workflows, not just language
• Ongoing monitoring, retraining, and operations overhead

Research shows roughly 90% of internal AI pilots never reach production. The hidden costs — data infrastructure, compliance review cycles, ongoing maintenance — rarely appear in the initial build estimate.

Alfa gives you AI research infrastructure that took years to build, delivered via API, ready to integrate into your product in weeks.

Build vs. Buy vs. Partner

Compliance by construction

Compliance is the most common blocker for AI features at financial platforms. Alfa is designed around this constraint.

What's built in:

• No investment advice by default. Alfa provides research context, not recommendations. Configurable if your platform supports advice delivery.
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• Cited, sourced outputs. Every output traces back to a licensed primary source. No hallucinated data points.
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• Configurable policy guardrails. Your compliance team defines the rules; Alfa enforces them automatically.
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• Restricted-term detection. Flags outputs that use language outside your approved vocabulary before they reach users.
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• Immutable audit logs. Every query and output logged for regulatory review, designed for SEC Rule 17a-4 and FINRA 2210 environments.
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What this does for your business

Time-in-app increases when users can answer research questions without leaving.

Differentiation holds when your platform delivers research quality that competitors can't match with generic AI tools.

AUM and account growth follow engagement. Platforms with higher engagement and trust retain more assets and attract more deposits.

Your engineering team stays focused on what only you can build — the core product experience. We handle the AI infrastructure.

How integration works

• Scoping call. We understand your platform, your users, and the use case you want to launch with. Most teams start with one focused feature.
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• Proof of concept. We stand up a working POC on your actual content and data. Typically one week.
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• Integration. Your engineering team integrates the API — designed to drop into existing products without rebuilding your stack.
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• Compliance review. We provide the documentation package. Your team reviews. We support the process.
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• Live. Feature goes live in front of your users. We monitor, support, and iterate.
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FAQ

How long does API integration typically take?

Most teams go from signed contract to a live feature in 4–8 weeks. The POC is typically up in one week. Integration complexity depends on your stack, and we work with your engineering team to scope it accurately upfront.

Can Alfa be white-labeled to match our brand?

Yes. Outputs are delivered via API and rendered by your platform in your brand's voice, design, and terminology.

Does Alfa give investment advice?

No, not by default. Alfa provides research context, cited data, and analysis. Investment recommendations are not generated unless your platform explicitly configures and licenses that capability and your compliance team approves it.

What if our compliance team has questions?

We provide a compliance package proactively: SOC 2 Type II report, data handling documentation, security architecture overview, audit log specifications, and regulatory alignment notes for Reg BI, FINRA 2210, MiFID II, and GDPR.

What financial data does Alfa use, and how is it sourced?

Licensed datasets from S&P Global, FRED, SEC EDGAR, and sell-side research providers. Not web scraping. All data handling is documented in our compliance package.

We're a smaller platform. Is Alfa only for large brokerages?

Alfa works with platforms across the size spectrum. The right fit depends on your user base, your AI roadmap, and whether there's a clear use case. A 20-minute discovery call is the best way to find out.