AI ANALYST AGENTS
AI Agents for Capital Markets
AI Agents for Capital Markets
AI Agents for
Capital Markets
Create hundreds of AI analyst agents and workflows across your teams
"We see Quantly as an integral part of our program to enhance research efficiency by augmenting processes with Generative AI. Its platform supports the rapid development of tailored workflows and offers seamless integration with our existing agentic systems via API. Throughout onboarding and deployment, the Quantly team has been exceptionally responsive and supportive."
Pete Petersen, CTO, Causeway Capital Management
PRICING
A Plan For Everyone
Start with $10 free credit on us and top up as much as you'd like
SaaS
10%
on top of model cost
For individual investors, analysts, portfolio managers and teams
AI Analyst Chatbot
Agents
Research At Scale
End-to-end Workflows
Integrations With External Data Providers
Use Preferred Model
API
Book a Call
Partnership
For firms not sure how to adopt GenAI and are exploring options.
We work closely with firms on how to implement AI in their organization.
A blend of advisory, implementation, and custom-build services.
We help you identify use cases, what to build/buy and help you deploy GenAI across your firm.
Book a Call
Enterprise
For firms looking for a real AI transformation partner
RBAC & SSO
Internal Data Integrations
LLM Data Labelling & Knowledge Graphs
Plug Your Own Models
Custom AI Solutions
VPC/On-prem Deployment
Priority Feature Access
SaaS
10%
on top of model cost
For individual investors, analysts, portfolio managers and teams
AI Analyst Chatbot
Agents
Research At Scale
End-to-end Workflows
Integrations With External Data Providers
Use Preferred Model
API
Book a Call
Partnership
For firms not sure how to adopt GenAI and are exploring options.
We work closely with firms on how to implement AI in their organization.
A blend of advisory, implementation, and custom-build services.
We help you identify use cases, what to build/buy and help you deploy GenAI across your firm.
Book a Call
Enterprise
For firms looking for a real AI transformation partner
RBAC & SSO
Internal Data Integrations
LLM Data Labelling & Knowledge Graphs
Plug Your Own Models
Custom AI Solutions
VPC/On-prem Deployment
Priority Feature Access
SaaS
10%
on top of model cost
For individual investors, analysts, portfolio managers and teams
AI Analyst Chatbot
Agents
Research At Scale
End-to-end Workflows
Integrations With External Data Providers
Use Preferred Model
API
Book a Call
Partnership
For firms not sure how to adopt GenAI and are exploring options.
We work closely with firms on how to implement AI in their organization.
A blend of advisory, implementation, and custom-build services.
We help you identify use cases, what to build/buy and help you deploy GenAI across your firm.
Book a Call
Enterprise
For firms looking for a real AI transformation partner
RBAC & SSO
Internal Data Integrations
LLM Data Labelling & Knowledge Graphs
Plug Your Own Models
Custom AI Solutions
VPC/On-prem Deployment
Priority Feature Access
PRODUCT
One Platform for All Analyst GenAI Use Cases
Centralize all GenAI use cases in one platform - built by analysts, for analysts
PRODUCT
One Platform for All Analyst GenAI Use Cases
Centralize all GenAI use cases in one platform - built by analysts, for analysts
Impact of fires in Canada on mines in the region
M&A activity over the last 12 months
Run
Deep Research Insights
Quantly's agent framework means every query is a deep research process purpose-built for financial analysis
Impact of fires in Canada
M&A activity last 12m
Deep Research Insights
Quantly's agent framework means every query is a deep research process purpose-built for financial analysis
Impact of fires in Canada
M&A activity last 12m
Deep Research Insights
Quantly's agent framework means every query is a deep research process purpose-built for financial analysis
Ad-hoc Analyst Assistant
Kick off research with an ad-hoc question and go back and forth with Quantly, like in any other LLM tool you're used to.
Ad-hoc Analyst Assistant
Kick off research with an ad-hoc question and go back and forth with Quantly, like in any other LLM tool you're used to.
Ad-hoc Analyst Assistant
Kick off research with an ad-hoc question and go back and forth with Quantly, like in any other LLM tool you're used to.
Data Integrations
Seemless 3rd party financial data and internal data integrations to build Quantly agents that work on all your data.
Data Integrations
Seemless 3rd party financial data and internal data integrations to build Quantly agents that work on all your data.
Data Integrations
Seemless 3rd party financial data and internal data integrations to build Quantly agents that work on all your data.
Receive Agent Output via Email or Teams
Let your agent do research and send insights directly where you work.
Receive Agent Output via Email or Teams
Let your agent do research and send insights directly where you work.
Receive Agent Output via Email or Teams
Let your agent do research and send insights directly where you work.
Works with any LLM
Quantly works with any internally pre-approved LLM
Works with any LLM
Quantly works with any internally pre-approved LLM
Describe an agent, Quantly builds it
Describe the agent you want to build and deploy it in minutes
Daily portfolio news monitor
Describe an agent, Quantly builds it
Describe the agent you want to build and deploy it in minutes
Set up a daily news monitor for my portfolio.
Scheduling daily news monitor in email.
Describe an agent, Quantly builds it
Describe the agent you want to build and deploy it in minutes
Set up a daily news monitor for my portfolio.
Scheduling daily news monitor in email.
PARTNERSHIP
Partner With Quantly For Your Entire GenAI Strategy
AI strategy, consulting and implementation for financial institutions that want to accelerate their GenAI adoption
PARTNERSHIP
Partner With Quantly For Your Entire GenAI Strategy
AI strategy, consulting and implementation for financial institutions that want to accelerate their GenAI adoption
Custom AI Use Cases and Implementation
Quantly works with your team to design, build and implement custom use cases. Our engineers build, upgrade and maintain your use cases and systems so you can always be on the bleeding edge of AI.
Ongoing Dedicated Forward Deployed Engineer
Partner with a dedicated Quantly engineer to build and evolve your AI systems and strategy. Accelerate your GenAI adoption and internal builds.
White Glove Onboarding, Training and Support
Dedicated setup, support and training designed to get your team onboarded and ramped up fast. Our team can set up all processes and agents for your analysts so you can drive adoption across the firm.
Workflow Scoping (Stakeholder Meetings for High-Value Use Cases)
We'll meet your stakeholders to identify and deliver high-impact workflows and use cases.
CASE STUDY
How Quantly is Accelerating Fund Data Discovery at FE Fundinfo
FE Fundinfo, a leading global fund‐data and technology provider, partnered with Quantly to deploy AI agents that surface answers from millions of internal data points directly inside Microsoft Teams.
CASE STUDY
How Quantly is Accelerating Fund Data Discovery at FE Fundinfo
FE Fundinfo, a leading global fund‐data and technology provider, partnered with Quantly to deploy AI agents that surface answers from millions of internal data points directly inside Microsoft Teams.
FAOs
Introducing Financial Analysis Operators (FAOs)
The building blocks to analyst agents
FAOs
Introducing Financial Analysis Operators (FAOs)
The building blocks to analyst agents
FAOs are modular, domain-trained micro-agents that Quantly chains on-demand, producing analyst-grade, fully explainable outputs that generic LLM copilots can't match.
Context Engineering
Source Attribution
Code Execution
Context Window Extension
Data Modelling
Context Engineering
Source Attribution
Code Execution
Context Window Extension
Data Modelling
Context Engineering
Source Attribution
Code Execution
Context Window Extension
Data Modelling
BEST-IN-CLASS
Why Quantly?
The foundation to your own analyst agents and use cases
BEST-IN-CLASS
Why Quantly?
The foundation to your own analyst agents and use cases
Hybrid Deployment Options
Single tenant and containerised VPC deployments, custom integrations and fully dedicated support
Hybrid Deployment Options
Single tenant and containerised VPC deployments, custom integrations and fully dedicated support
Full Observability
Full audit logs, cost, budgets and usage metrics per analyst and team
10 Active Agents
70% of Usage Budget
AFTER
AFTER
Full Observability
Full audit logs, cost, budgets and usage metrics per analyst and team
10 Active Agents
70% of Usage Budget
Output Explainability & Accuracy
Accurate and relevant output that builds analyst trust, built using FAOs
Faster Research
Automate Workflows
Internal Data
Customised Agents
Budget Metrics
Real-Time Insights
Audit Logs
On-premise Deployment
Faster Research
Automate Workflows
Internal Data
Customised Agents
Budget Metrics
Real-Time Insights
Audit Logs
On-premise Deployment
Faster Research
Automate Workflows
Internal Data
Customised Agents
Budget Metrics
Real-Time Insights
Audit Logs
On-premise Deployment
FAQS
Questions We Get Asked
Find some quick answers to the most common questions.
What makes Quantly different?
Quantly has built its LLM agentic framework entirely from scratch and purpose-built for finance, ensuring it performs specifically to finance use cases.
What about data privacy and security?
Quantly can be deployed entirely within your infrastructure. Your data never leaves your environment, and we adhere to the highest standards of data privacy and security protocols. We do not finetune LLMs on any of your data.
What 3rd party data providers do you integrate with?
Currently Quantly is powered by S&P Capital IQ and Quartr.
Can we customise Quantly to our specific needs?
Absolutely. We work closely with clients to customize Quantly to their specific interface, workflows, and requirements. Our modular approach allows for extensive customization.
Can Quantly intergrate with my internal data?
Yes, Quantly is designed to integrate seamlessly with your research library and other internal data.
FAQS
Questions We Get Asked
Find some quick answers to the most common questions.
What makes Quantly different?
What about data privacy and security?
What 3rd party data providers do you integrate with?
Can we customise Quantly to our specific needs?
Can Quantly intergrate with my internal data?
FAQS
Questions We Get Asked
Find some quick answers to the most common questions.
What makes Quantly different?
Quantly has built its LLM agentic framework entirely from scratch and purpose-built for finance, ensuring it performs specifically to finance use cases.
What about data privacy and security?
Quantly can be deployed entirely within your infrastructure. Your data never leaves your environment, and we adhere to the highest standards of data privacy and security protocols. We do not finetune LLMs on any of your data.
What 3rd party data providers do you integrate with?
Currently Quantly is powered by S&P Capital IQ and Quartr.
Can we customise Quantly to our specific needs?
Absolutely. We work closely with clients to customize Quantly to their specific interface, workflows, and requirements. Our modular approach allows for extensive customization.
Can Quantly intergrate with my internal data?
Yes, Quantly is designed to integrate seamlessly with your research library and other internal data.