Ready to see what 60x can build for your firm?
We work with financial services teams who are serious about turning AI into a durable competitive advantage. Not another pilot that stalls.
Financial ServicesResearch in minutes.
Research in minutes.
Insight at scale.
60x builds AI systems for investment managers, wealth advisors, and financial analysts. Compressing weeks of research into hours, and making every client interaction smarter.
research engine · live
60x AI544sources read
8 minto first draft
97%accuracy rate
SignalSentiment
MSFT+2.4%
91
JPM+1.1%
78
META-0.8%
54
GS+0.3%
67
Updated 30s ago · 12 clients notified
8×faster research cyclesvs. manual analysis
100%of clients coverednot just the top accounts
< 10 minto a personalised reportwas 4+ hours per client
Financial services runs on information advantage. The firms that win are the ones who process more signals, faster, with better context.
The bottleneck isn't talent — your analysts are exceptional. The bottleneck is bandwidth. Research is slow, client reporting is manual, and compliance checks create friction at every step. 60x encodes your investment process into AI systems that operate 24/7 — so your team focuses on judgement, relationships, and the decisions that move markets.
Investment Research
Synthesise earnings calls, filings, analyst reports, and news into structured first-draft research in minutes — not days.
Client Reporting
Auto-generate personalised portfolio reviews, commentary, and next-step recommendations for every client, at scale.
Compliance Automation
Run suitability, AML, and regulatory checks automatically, flagging only the edge cases that need human review.
Risk Monitoring
Real-time signals across portfolios — concentration flags, macro triggers, and outlier detection before they become problems.
Built for the full investment workflow.
From research to client reporting: AI that works the way your team thinks, not the other way around.
Sources synthesised
Earnings transcripts
143Analyst reports
89Regulatory filings
312News & macro signals
liveFirst draft ready in 4 min
INVESTMENT RESEARCH
Read everything. Miss nothing.
Your analysts can't read 500 earnings transcripts a quarter. We build AI that can, synthesising signals across public filings, expert calls, and market data into structured, citable research.
- ✓Multi-source synthesis with citations
- ✓Sector and thematic trend detection
- ✓Customisable to your house view and style
Automated client reports
Meridian CapitalQ1 Review
SentApex WealthMonthly Update
SentTrellis FundQ1 Review
Sending…Harlow PartnersMonthly Update
QueuedCLIENT REPORTING
Every client. Personalised. On time.
Bespoke reporting used to mean choosing between quality and scale. Now it means both. AI drafts personalised portfolio reviews, commentary, and outlook, consistent with your brand voice.
- ✓Auto-generated from live portfolio data
- ✓Personalised by client segment and preferences
- ✓One-click review before send
Compliance checksAuto-run
Suitability reviewPass
AML screeningPass
Concentration limitsFlag
Regulatory disclosurePass
COMPLIANCE & RISK
Automated checks. Human decisions.
Compliance doesn't have to be a bottleneck. We build systems that run checks automatically, surface only the flags that need review, and maintain a full audit trail for regulators.
- ✓Suitability and AML checks at scale
- ✓Concentration and exposure monitoring
- ✓Full audit trail and explainability
Case Study · Advisory & Consulting
Weeks to minutes. First-draft reports generated from 10,000 ingested files.
A global advisory firm's consulting team was spending weeks manually reviewing 40–50 stakeholder interview transcripts per project. 60x built a custom AI report generation engine backed by a knowledge graph, now generating structured first drafts in minutes.
Read the case studyWeeks→ minutes for first draft
10kfiles in the knowledge graph
15concurrent projects (up from 10)
AI that learns how your firm thinks about markets.
Every system we build is trained on your investment process, your language, and your client relationships. Not generic prompts.
Signal Synthesis
Connects earnings transcripts, filings, expert calls, and news into a unified, queryable intelligence layer aligned to your thesis.
Report Generation
First-draft client reports, commentary, and investment memos: structured, consistent, and aligned to your house format.
Compliance Engine
Automated suitability, AML, and regulatory checks with full audit trails, so your team reviews exceptions, not every transaction.
Portfolio Monitoring
Real-time risk and concentration alerts across client portfolios, before they become calls you have to make.
Institutional Memory
Every analyst insight, client preference, and investment rationale: captured, structured, and accessible when it matters most.
Process Automation
From data intake to final delivery: AI that removes the manual steps so your team can focus on the work only they can do.
Case Study · Advisory & Consulting
Weeks to minutes. First-draft reports generated from 10,000 ingested files.
A global advisory firm's consulting team was spending weeks manually reviewing 40–50 stakeholder interview transcripts per project. 60x built a custom AI report generation engine backed by a knowledge graph — now generating structured first drafts in minutes.
Read the case studyWeeks→ minutes for first draft
10kfiles in the knowledge graph
15concurrent projects (up from 10)