Keeper
AI-automated tax filing and deduction tracking for 1099 professionals.
Advanced AI-Driven Portfolio Intelligence and Predictive Wealth Management.
InvestWise AI is a sophisticated financial intelligence platform built on a proprietary Retrieval-Augmented Generation (RAG) architecture, specifically optimized for the 2026 financial markets. It integrates large language models (LLMs) with real-time market data streams and historical SEC filing databases to provide institutional-grade equity research to both retail and professional investors. The platform's core engine utilizes Long Short-Term Memory (LSTM) networks for volatility prediction and sentiment analysis algorithms that parse over 50,000 global news sources per hour. By 2026, InvestWise AI has positioned itself as a critical middleware between brokerage accounts and actionable intelligence, offering a 'copilot' experience for portfolio rebalancing. Its architecture supports multi-agent systems that simulate market scenarios, providing users with a probabilistic view of their portfolio performance under various macroeconomic shifts. The system's enterprise-ready framework ensures high-fidelity data extraction from complex financial instruments, including derivatives and private equity reports, bridging the gap between raw data and strategic execution.
Uses multi-agent LLM systems to simulate how a portfolio would react to 100+ different economic stress tests.
AI-automated tax filing and deduction tracking for 1099 professionals.
AI-Powered Mortgage Automation for High-Velocity Digital Lending.
Institutional-grade deep learning engines for multi-asset price forecasting and pattern recognition.
The AI-driven financial operating system for the creator economy.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
Indexes 10-K and 10-Q filings with vector embeddings to answer natural language questions about debt structures or litigation risks.
Encrypts user financial data at the edge; AI models process insights without seeing unencrypted PII.
Algorithmically identifies underperforming assets to sell to offset capital gains, integrated directly with tax filing software.
Visualizes the hidden links between crypto, equities, and commodities using network graph theory.
Real-time NLP processing of earnings calls and social media to detect 'Management Confidence' scores.
Automatically translates and analyzes non-English financial reports from 40+ countries.
Investors spend days reading transcripts to find meaningful changes in guidance.
Registry Updated:2/7/2026
Manual rebalancing often triggers high tax liabilities.
Fear of a specific economic event (e.g., interest rate hike) causing panic selling.