Pebble

Pebble turns global news, market data and events into actionable portfolio insights—accurately, intuitively, and in real-time.

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Description

Pebble is an advanced AI system designed for the financial services industry, transforming the complexity of global news, market data, and events into clear, actionable portfolio insights. It serves a range of clients, including wealth management firms, retail brokerages, asset managers, and information providers, by enhancing their existing platforms and client experiences. Pebble's core mission is to make investors more efficient and enable financial services firms to increase engagement through data-driven, real-time analysis.

The platform leverages a sophisticated combination of financial and data engineering, natural language processing (NLP), machine learning (ML), and generative AI. This allows Pebble to automate traditionally time-consuming tasks such as gathering market data, performing portfolio attribution, conducting quantitative analysis, and synthesizing insights from vast amounts of information. Products like Pebble Explain provide nuanced, truth-grounded explanations of investment performance, while Pebble Construct helps create premium, personalized experiences for investors, effectively turning days of manual analysis into mere seconds.

Key Features

Pebble Explain: Offers nuanced, truth-grounded explanations of securities and fund performance, customized for specific audiences and integrated with news articles.
Pebble Construct: Enables the creation of premium, personalized investing experiences for retail brokerage clients when used in conjunction with Pebble Explain.
Real-time Portfolio Insights: Delivers actionable insights by processing global news, market data, and events as they happen.
Automated Financial Analysis: Condenses days of manual labor—including market data gathering, portfolio attribution, quantitative analysis, insight extraction from articles, narrative crafting, fact verification, and compliance checks—into seconds.
Scalable AI Platform: Built on a modern AI architecture combining financial engineering, Natural Language Processing (NLP), Machine Learning (ML), and generative AI for high scale and speed.
Customizable Narratives: Generates explanations and reports tailored to be understood by the intended audience, answering questions like 'why is my portfolio performing the way it is?'.

Use Cases

Wealth Management: Empowers advisors with instant, clear explanations of portfolio movements and performance, enabling personalized client attention at scale.
Retail Brokerage: Helps create a premium investing experience that intelligently communicates with customers about their investments.
Asset Management: Streamlines portfolio analysis by synthesizing news, research, and events with unique investment processes, reducing analysis time from hours to minutes.
Information Providers: Enables the delivery of clear, accurate, and personalized insights derived from high volumes of news and data at scale.