Research that keeps your data in.
An AI research agent for investment and securities firms. Internal documents stay in your environment, and web research is an optional, per-query setting.
- Internal documents stay inside. Research notes, financial models, filings and internal reports are indexed into a private knowledge base in your environment.
- Nothing leaves on its own. There is no background retrieval. Without an analyst's request, nothing crosses your environment's boundary.
- Web research on request. When an analyst asks, investIQ searches market research and news sources. Only the query goes out — never your documents.
- Every source in one workspace. Web results, stock data from an MCP server in your environment, and your internal knowledge come together in one workspace.
How it works
Private by default. Connected on request.
Nothing leaves on its own
Query only, no documents
Capabilities
What investIQ does
Private knowledge base
Internal documents are indexed into a knowledge base that stays in your environment.
Web research on request
Market research and news search is an optional setting an analyst turns on for a query. Only the query is sent; documents never are.
Stock data in your environment
Stock data is provided by an MCP server that runs inside your environment.
Multi-agent research
Specialised agents plan, run and summarise research tasks that take more than one step.
Across the research workflow
Where investIQ fits.
Your environment
01Screen
Faster screening
Relevant documents, market information and news surface together, so initial screening takes less time.
02Analyse
Connected analysis
Internal research sits alongside current market information, which makes gaps between sources easier to find.
03Monitor
Ongoing monitoring
Holdings and coverage can be tracked by combining internal and external sources in one place.
At every step
Confidential material stays in your environment
Proprietary information remains in a controlled, audit-ready environment throughout.
Governance
Common questions from security and compliance teams.
- Runs in
- Your environmentYour own cloud account or on-premises.
- What leaves
- Analyst queries onlyWeb searches send the analyst's query. Documents and internal data are not sent.
- Web access
- On requestWeb research runs only when an analyst requests it. There is no background retrieval.
- Stock data
- Inside your environmentStock data is provided through an MCP server hosted in your environment.
- Audit
- Audit-readyProprietary information stays in a controlled, audit-ready environment.
- Users
- Analysts & research teamsFor analysts and research teams at investment and securities firms.
Put investIQ to work on your research.
See investIQ with your own documents and sources. If your team needs an agent for a different workflow, we can build that as well.