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Investor Apps

See signals, set
strategy

Investor Apps

See signals, set
strategy

Comprehensive tools for self-directed investors across markets, research, education, planning and trading

Precise, AI-driven market intelligence

Harness compliance-approved, deterministic AI monitoring over 4,000 market data feeds through the Communify Knowledge Base—so every insight, alert, and recommendation is grounded in fact, not guesswork.

Launch competitive tools––fast

Launch new investor experiences in weeks, not months, with pre-built, configurable apps designed for rapid integration into your existing ecosystem.

Drive retention with premium design

Rich graphics, dynamic visualizations and engaging user experiences that rival fintech startups while maintaining your institutional trust and security. Keep self-directed investors loyal with tools that look as good as they perform.

 Stock Stories
The latest innovation in investor research

Turn complex market data into compelling, easy-to-grasp narratives that keep investors informed and engaged. Stock Stories combines real-time market feeds with compliant AI-driven SmartText™ to explain the “why” behind performance—helping investors see the bigger picture, spot opportunities, and make confident decisions.

Comprehensive tools for self-directed investors across markets, research, education, planning and trading

Empower investors with apps that build confidence and drive action.

  • Dashboard 8 Apps

    Market Overview • Market Story Podcast • Market Movers • Portfolio Summary • Portfolio Events • Portfolio News • Notifications • Watchlists

  • Life & Money Planning 7 Apps

    Intelligent Dialogues • Education • Personal Financial Statement • Life Vault • Money Vault • Life Plan • Money Plan

  • Markets & Research 10 Apps

    Market Overview • Indices • Research • News • Stocks • Funds • Fixed Income • Currencies • Commodities • Options

  • Search & Screeners 6 Apps

    Natural Language Screener • Thematic Screener • Stock Screener • Fund Screener • Watchlist • Curated Watchlist

  • Portfolios 9 Apps

    Accounts & Portfolios • Positions & Tax Lots • Activity & Income • Portfolio Events • Portfolio News • Virtual Portfolio • Virtual Portfolio Events • Virtual Portfolio News • Documents

  • Trading 4 Apps

    Order Management • Basket Trading • Options Analyzer • Options Strategy Builder

  • Signals, Stories & Scores 8 Apps

    Alerts • Notifications • Stock Story • Fund Story • Portfolio Story • Personalized Podcasts • Watchlist & Virtual Portfolio Podcast • Market Story Podcast

  • Dashboard 5+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

  • Markets 4+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

  • Quotes 6+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

  • News & Research 9+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

  • Idea Generation & Insights 4+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

  • Portfolio 2+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

  • Trade 3+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

  • Options 9+ apps

    Apps that deserve the front page. Assemble or add to a central hub for market trends, portfolio performance, watchlists and personalized alerts—so investors can act with clarity and speed.

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. That means we take care of the heavy lifting—and as a front-runner in efficient and compliant AI development, we ensure precise, accurate innovation every step of the way.
Whether you’re fighting client attrition to retail competitors, expanding self-directed services or delivering institutional-grade tools across all wealth segments, Communify provides the digital experiences that drive growth and retain every investor.
Let’s discuss what we can build for you.

See Communify in action
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Where client and market data connect. Built on decades of innovation and maturity, Communify is the best-in-class digital partner for the financial markets.

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