Charli is Coming to a City Near You in Q1!
Let us help you accelerate and automate your Wealth Tech strategy. Whether you are a RIA/Retail Investor or Wealth Management/Institutional firm we can deliver immediate value while scaling to address complex workflows and data deluge challenges.
Schedule an On-Site Meeting With Us Today!
By scheduling a meeting you will also be automatically entered to into the Automated Analyst On The Go Contest!
Upcoming Events:
February 28TH - March 6TH | DALLAS, TEXAS
Charli will be attending the upcoming T3 Conference in Dallas, scheduled for March 3-6, 2025, will focus on "organic growth." Studies indicate that financial advisors face challenges in achieving organic growth, and the conference aims to address this by exploring new techniques and technologies, including AI, automation, and workflow improvements, to help advisors enhance their value propositions and gain a competitive advantage.
Attending the T3 Conference offers financial advisors and wealth management professionals the opportunity to stay at the forefront of technological advancements, network with industry leaders, and discover solutions that can drive growth and efficiency in their practices.
MARCH 10TH - 12TH | ORLANDO, FLORIDA
Charli will be attending The Invest Ops Conference. The InvestOps Conference is a premier event that brings together leaders in investment operations from both the buy-side and sell-side. This conference serves as a hub for industry professionals to discuss challenges, share insights, and explore innovative solutions in the evolving landscape of investment operations.
Diverse Attendee Profile: With over 900 attendees, including more than 400 senior buy-side operations leaders and 100 buy-side speakers, InvestOps offers unparalleled networking opportunities. Participants can connect with COOs, heads of investment operations, and other key stakeholders from leading asset managers, pension funds, and hedge funds.
MARCH 13TH - 20TH | MIAMI, FLORIDA
Charli will be attending this years Future Proof Festival. Future Proof Citywide is an upcoming event scheduled for March 16-19, 2025, in Miami Beach, Florida. This event is poised to be the largest wealth and asset management gathering globally, bringing together a diverse group of professionals from the financial industry.
Thousands of professionals, including financial advisors, RIAs, family offices, institutional LPs, UHNW investors, wealth management executives, asset managers, private equity and venture capital firms, fintech companies, and media representatives.
Schedule a 1:1 On-Site or Virtual Meeting to Learn How Charli Can Accelerate Your Business.
Get in touch with our sales team to learn how Charli can enhance your investment and portfolio research, trading strategies, and corporate finance analysis.
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Win 1 of 2 iPads in Q1
Earn points to enter to win the latest iPad and get access to Charli for 3 Months Free! ($1200 USD Value)
Points Sign up for a demo or onsite meeting, and register for Charli Free Starter Version from Jan 15-Mar 31 to qualify for one of our monthly draws.
Points Upgrade to the Professional Version at just $20/month (no contract, cancel anytime), and run 5 equities in February or March.
Points On our Professional Version, run 10 equities, set up automated report scheduling and ask at least 10 questions on your reports in February or March.
Points On our Professional Version, run 18 equities, set up automated report scheduling and ask at least 25 questions on your reports in February or March.
Points Upgrade to our Business Version and run any 5 equities (public, private, ETFs) in February or March .
Empowering Finance with Innovation
Using Charli AI has transformed how we operate at Alliance Advisors. By saving us valuable time on research and market analysis, we’re able to deliver faster, more strategic communications for our clients.
Alyssa Barry
President, Alliance Advisors
Charli gives me a reliable and trusted way to gather public company proxy information and saves me significant research time allowing me to focus on strategic decision making.
Joe Schipani
Managing Partner, Cross/Section
Charli AI’s Automated Analyst has been a game-changer for Compass Strategic Advisory clients, providing clear and accurate financial analysis with insights. This enables intelligent, faster decisions based on real-time data-driven, fact-based reports.
Carine Schneider and Paul Arens
Compass Strategic Advisors
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