Turn Financial Data into Vertical Service Workflows
Professional financial service teams already have stock data, financials, and client files. The bottleneck is turning that material into valuation, AiDD, financial models, and client-ready output.
How It Works
- 1
Unify financial service inputs
Bring stock data, financial statements, due-diligence documents, and client context into one workspace.
- 2
Run the core service tracks
Support valuation, AiDD review, and financial modeling from the same data foundation.
- 3
Prepare client-ready output
Turn analytical work into briefs, model updates, diligence notes, and auditable follow-up.
Who It's For
- • Securities firms and wealth management teams
- • Valuation, diligence, modeling, and advisory desks
What You Get
- • Stock data-backed service workspace
- • Valuation, AiDD, and financial modeling workflows
- • Client-ready briefs, reviews, models, and follow-up
Why AIMPACT
- • Built for vertical financial services, not generic chat
- • Data foundation first, service workflow second
- • Valuation, diligence, and modeling connect to client service
Fragmented Data
Stock data, financial statements, DD files, and client context usually sit in separate tools.
Slow Service Turnaround
Teams need faster ways to move from raw material to valuation, diligence, and model output.
Client Follow-Up Gap
Analytical output only creates value when it becomes a timely client conversation and next action.
Build the Vertical Financial Service Layer on Top of Your Data
One workflow for stock data, valuation, AiDD, financial modeling, and client-ready output.
14-day free trial · No credit card required
Finance Still Doesn't Have Its Own AI
Three market pains every analyst and CFO already feels - each mapped to an AIMPACT answer.
Financial terminals are too expensive
Bloomberg, Capital IQ, and FactSet run USD 20K+ per seat each year - locked behind paywalls and never built for AI workflows.
Institutional data, MCP-native
An institutional-grade equity-fundamentals data foundation with decades of Hong Kong listed-company history - exposed to your agents at a fraction of terminal cost, and AI-agent-ready.
Cloud AI agents leak your data
Most vertical AI tools make you upload sensitive deal docs, financials, and contracts to someone else's server before you get an answer.
Local-first · bring-your-own-LLM
Documents never have to leave the client. AIMPACT extracts entities and tokens; the raw files stay yours, and you can connect your own model and API key.
AI tools weren't built for finance
Generic chatbots and bolt-on interfaces mean analysts spend more time wrangling tools than doing the work.
A finance-native module suite
AI Mentor, AiDD, FinModel, ESG, and Equity Data Analytics - vertical modules designed for finance professionals, not a generic chatbot wrapper.
AI-native, finance-grade, and data you keep in your control - at a fraction of the cost of a traditional terminal.
A Financial AI Agent, Not a Chatbot Wrapper
The secure, local AI agent for finance - enterprise-grade intelligence, zero data compromise. Vertical finance knowledge built into every workflow.
Equity Data Analytics
Powered by decades of operating history from a leading Hong Kong listed-company equity-data foundation.
FinModel
A financial-modeling co-pilot with built-in skills like asset valuation and guided model builds.
AiDD
A virtual data room integrated with due-diligence skills and an automated scoring system.
AI Mentor
Interactive mentoring across professional finance skills, grounded in your own context.
ESG Reports
Automated workflows that generate company ESG reports with actionable guidance to elevate standards.
AI Audit Partner
Coming SoonAudit, internal controls, and compliance support - in active development.
Sovereign Data In, Intelligence Out
Raw documents stay local. Structured intelligence flows back out - consumable by any agent. AIMPACT never accesses or stores raw information without explicit permission.
- Local-first. Sensitive deal docs, financials, and contracts stay on your machine.
- The filter. AIMPACT extracts entities, amounts, dates, and terms - never copies the source file.
- Bring your own LLM. Pull intelligence with Claude, GPT, Gemini, or a local model and your own API key.
- Private knowledge graph. Your extracted fundamentals and financials, structured and reusable - the moat that stays yours.
- Skills + vertical models. Vertical agents for M&A, valuation, and ESG.
- MCP output layer. Intelligence flows out through MCP - consumable by any LLM agent.
Deploy Your Way
Same finance-native modules, two ways to run them - pick the deployment your mandate needs.
Cloud workspace
Managed and ready in minutes. Server-side AES-256 encryption and SOC 2-aligned controls. Best for teams that want zero setup.
Start cloud trialLocal-first desktop
The AIMPACT Office app. Your documents never leave your machine and you connect your own LLM. Best for sensitive mandates and data-sovereignty requirements.
Get early accessFree desktop download - rolling out to Hong Kong first.
One Workspace for Vertical Financial Services
AIMPACT is the service layer on top of your financial data: valuation, AiDD, modeling, and client-ready output in one flow.
Valuation workflow
Comparable sets, DCF assumptions, scenario ranges, and client-ready valuation notes.
AiDD review
Document intake, checklist status, missing evidence, and risk items that need review.
Financial modeling
Revenue, cost, financing, and sensitivity models tied back to source assumptions.
Client service follow-up
Relationship context, research output history, and next actions for advisors.
Build Client-Ready Work from Financial Data
Connect research context, valuation logic, diligence review, and model output before it reaches the client.
Trusted across data, analysis, and client delivery