No person, and no AI, sees the whole client. Questions take days, teams argue over whose number is right, and AI tools have nothing reliable to read.
Profitable, but gone quiet. Worth a call today.
Each comes with a question your team can ask in plain English, answered from your own data.
Know why a number moved, the same morning it moved.
Why are net deposits down this week?Find the clients and partners worth a call today.
Which funded clients have not traded for 14 days?See what you pay for that never pays back.
Which IBs sent clients who never placed a trade?Retire the exports, spreadsheets and month-end reconciling.
Show last month's revenue by entity, reconciled.Briefs and alerts that arrive before anyone asks.
Every morning at 7:30: what changed yesterday, and why?See how clients behave, from first deposit to their last trade.
What do clients do in the week before they stop trading?Once the data is joined, the questions you ask every week are answered before you ask.
What changed yesterday and why, written by Claude.
Declines jump at a PSP, a feed goes quiet, a client's exposure spikes.
Each IB's cost against the revenue their clients bring.
Drafted from one source, already reconciled.
Briefs written by Claude come with the Ask plan.
AI can only reason over data it can reach and trust. So we start with the data, and build up.
Every system on one client record.
Reconciled to your own reports.
Claude answers in plain English and shows its working.
Briefs, alerts and routines that run on their own.
Unify covers steps 1 and 2. Ask includes everything in Unify and adds 3 and 4.