AI Screener

You can now have a full back and forth conversation with our screener instead of manually picking and selecting your data points. You can even save your conversation.

See It Live →

AI Journal

You can now ask AI to analyze your trading results via our journal and tell you what you are good at and what you need to improve. Our traders love to learn.

AI Coach

If you don't understand certain types of trades, ask our AI Coach to tell you how they work. It's like having a mentor right in the platform.

AI Analyst

If you want to research a company and get full information on where it sits in its industry, our AI can do that. Our results change daily based on the latest information.

The AI Intelligence Suite

AI is here, and your users already expect it. The real question is whether it runs on your terms or someone else’s.

iVest+ delivers a managed, customized AI layer that enhances your brand and complements the content you’ve already built. Not a generic chatbot bolted on — an intelligence suite tuned to your voice, your curriculum, and your coaching, deployed under your name.

Want to Offer AI-Powered Trading Tools Under Your Brand?

AI-powered screening, journaling, coaching, and analysis — deployed as part of your branded trading platform. Your users get intelligent assistance at every step, all under your name.

Fifteen minutes is usually enough to know whether this fits your business.

Book a 15-Minute Call

A Video Built for Your Business

Not ready for a call? Tell us about your business and we’ll record a video of the platform built around it — your audience, your asset classes, the tools your members would actually use. No generic demo.

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Ask a question

Ask anything about the platform, the partner model, or how a deployment works. A real person answers — no bot, no drip sequence.

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