Communify
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Intelligent Manager apps
Institutional-grade impact

Intelligent Manager apps

Institutional-grade impact

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Intelligent research that powers thinking and product development for growth at Scale

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Bring investment narratives to life

Leverage compliance-approved, deterministic AI that brings research to life. Turn complex macro and market analysis into clear, actionable investment stories that resonate with institutional buyers.

From strategy to market – at speed

Bring new models, campaigns and investment content to life in weeks with Communify’s Component Tech and pre-integrated market data. Capitalise on structural market shifts – like growing ETF adoption – by communicating professional strategies directly to investors without rebuilding your infrastructure.

Dynamic, engaging content at scale

Transform complex research into interactive, client-ready experiences that show how current market forces shape your strategies. From fund stories to macroeconomic updates, deliver branded, compliant and educational content that deepens trust and drives long-term growth.

MicroScoreTM & MacroScore™
Access insights from the global leader in macro-intelligence

MicroScoreTM & MacroScore™
Access insights from the global leader in macro-intelligence

Insights powered by Economist Intelligence give users a deeper understanding of the forces shaping individual portfolios and supports the research and discovery of larger market opportunities.

Add MacroScore™ to Stock Story

Intelligent research that powers thinking and product development for growth at Scale

Intelligent research that powers thinking and product development for growth at Scale

    • Intelligent Marketing 6 Apps

      Intelligent Website • Intelligent Screener • Intelligent Research • Research Podcast • Education • Alerts

    • Intelligent Distribution 8 Apps

      Model Marketplace • Intelligent Dialogues™ • Proposal Generation • Hypothetical Performance • Fund Story™ • Strategy Story™ • Document Management • Fact Sheets

    • Investment Research 11 Apps

      Market Data • Natural Language Screener • Investment Screener • Macro Screener • Micro Screener • Natural Capital Knowledge Base • Sustainability Knowledge Base • Investment Comparison • Industry News • Watchlists • Market Research Management

    • Portfolio Management 6 Apps

      Model Construction • Model Optimization • Model Management • Advanced Charting • Exposure Management • Performance Management • Model Story

    • Investor Dashboard 5 Apps

      Investor Portal • Investor Mobile App • Investor Reporting • Advisor Reporting • Data Activity Alerts

    • Investment Research 12+ apps

      Add essential apps to see a 360° view of your book – combining client data, relevant market insights and relationship signals to drive meaningful outreach and stronger connections.

    • Portfolio Management 9+ apps

      Add essential apps to see a 360° view of your book – combining client data, relevant market insights and relationship signals to drive meaningful outreach and stronger connections.

    • Data Management 3+ apps

      Add essential apps to see a 360° view of your book – combining client data, relevant market insights and relationship signals to drive meaningful outreach and stronger connections.

    • Distribution Management 4+ apps

      Add essential apps to see a 360° view of your book – combining client data, relevant market insights and relationship signals to drive meaningful outreach and stronger connections.

    • Client Reporting 5+ apps

      Add essential apps to see a 360° view of your book – combining client data, relevant market insights and relationship signals to drive meaningful outreach and stronger connections.

    • Sustainability & Stewardship 4+ apps

      Add essential apps to see a 360° view of your book – combining client data, relevant market insights and relationship signals to drive meaningful outreach and stronger connections.

Whether you are just starting your journey or well on your way, Communify is the innovation partner to take you to the next level.

Communify is the global leader in unified market and client data, powering 85% of North American online brokerage platforms and processing over 4,000 data feeds daily. As a front-runner in efficient and compliant AI development, our MIND™ AI platform has delivered trusted financial intelligence.
Whether you’re enhancing client satisfaction, scaling personalized communication or delivering premium experiences across all wealth segments, Communify enables your advisers to strengthen every client relationship without increasing their workload.
Let’s discuss what we can build for you.

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Go beyond…

Intelligent Adviser Apps

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