StockLift provides an AI Investing Assistant that delivers deep portfolio insights and risk analysis through automated reporting. Users connect brokerage accounts to receive advanced analytics, including trade checking and sector breakdowns, to optimize investment strategies. The platform also offers access to certified financial advisors for personalized planning and guidance.
Funding
Funding not disclosed
Founders
Product
Problem
Financial institutions face challenges in obtaining a comprehensive view of their clients' financial portfolios, which impedes accurate risk underwriting and personalized product development. This lack of insight limits their ability to effectively serve customer needs and drive platform engagement.
Solution
StockLift provides an embedded API for financial institutions to integrate advanced portfolio analysis directly into their platforms. This solution offers an "Asset Score," a novel metric for assessing asset-based risk, enabling more informed lending and insurance underwriting decisions. By leveraging StockLift's tools, financial services firms can gain granular customer insights to tailor product offerings and enhance user engagement. The platform supports data aggregation from various financial sources, including direct integrations and partnerships like Plaid, to create a unified view of client assets. This empowers institutions to improve customer experience, identify cross-selling opportunities, and foster greater product stickiness.
Target Audience
StockLift targets FinTechs, banks, credit unions, lenders, brokerages, advisory firms, and insurance companies seeking to enhance their underwriting capabilities and customer engagement through embedded financial analytics.
Features
- Embedded API for seamless integration of portfolio analysis into existing financial platforms.
- Asset Score: A proprietary metric for evaluating the risk profile of a customer's assets, analogous to a credit score.
- Granular portfolio analytics, including sector and geographic breakdowns, mutual fund X-rays, growth projections, benchmarking, and alpha calculation.
- Advisor Readiness Score and Insurance Readiness Score to identify customer suitability for specific financial products.
- Data aggregation capabilities supporting in-house data sources and third-party aggregators like Plaid.
- AI-powered dashboard for creditworthiness evaluation, customer targeting, and marketing automation.
- Modular design allowing customization of displayed charts and data to match platform UI/UX.