AI-enabled sales and product platform for life insurance and pensions
Stage
Growing
Not given
Founded
Not given
2023
Based in
Not given
DE
Pricing model
Freemium
Contact for pricing
Pricing
Free 14-day Pro trial with no credit card required. Pro subscription options: $19/month (billed monthly), $144/year (save 37%), or $12/month for founding members (locked forever, first 150 subscribers only).
Not given
Key features
Full S&P 500 market scanner with 500+ tickers
IV Rank and Edge Score for options signals
Options signals including Greeks, skew and term structure
Events calendar for earnings, ex-dividend and clinical trials
Risk heat map dashboard for market overview
Strategy scanners including Wheel and Covered Calls
AI co-pilot assistant for human advisors to automate admin tasks
Omnichannel customer activation across voice, chat, mobile and web
Seamless handover from digital to advisor with context
Rapid product launch in 4-6 weeks
Customer profiling in 3 minutes
Compliance orchestration layer
What makes it different
Combines earnings, legal, clinical trials, SEC filings and FDA actions in one risk score
Edge Score identifies premium-selling opportunities by combining IV Rank and catalyst risk
Risk score instantly re-weights to any option expiry window without new scan
Data updated every 30 minutes for S&P 500 stocks
Built by independent team of options traders with no VC roadmap
Up to 65% efficiency gain with AI financial advisor
BaFin-licensed and regulated asset manager
German pension reform expertise with AVD and Riester migration
Xaver