Reflexivity is an AI-powered investment analysis platform designed for institutional investors. It combines trusted data from providers like S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI to surface actionable insights. The platform offers capabilities including Deep Research, which uses autonomous AI agents to generate comprehensive investment analysis; Knowledge Graph for discovering hidden relationships across companies and market themes; Portfolio Insights for real-time alerts and performance attribution; Scenario Analysis for testing investment hypotheses against historical data; Document Intelligence for extracting insights from SEC filings and earnings transcripts; and Smart Screening for AI-powered investment screening. Reflexivity emphasizes enterprise security with bank-grade compliance, auditable analysis, and data isolation. It is used by leading investors and is built by a team of former portfolio managers and technologists.
Key Benefits
- Combines trusted data from S&P Global, LSEG, Cboe, Nasdaq and more.
- Explainable AI with auditable analysis traceable to source data.
- Bank-grade security: SOC 2 Type 2, data isolation, private infrastructure.
- Designed specifically for institutional investment workflows.