The AI thought partner for investment decisions.
Research securities, portfolios, and trades faster with Clifton.
GEN AI INVESTMENT INTELLIGENCEThe future of investment research is here.
Clifton understands the securities you cover and the portfolios you manage, unlocking a true investment co-pilot.Request Early Access
Save up to 20 hours per week
by automating investment research tasks
Up to 5x greater accuracy and signal clarity
than other financial AI agents
Built for the public markets
across multiple asset classes
Fuse markets and securities data
with proprietary AI to generate accurate analyses
CLIFTON IN ACTIONBuilt to keep pace with dynamic financial markets.
The first AI native investment research platform design to meet the real-time demands of the capital markets.
Earnings Flash
Synthesize every data point from issuers within seconds of their release.Portfolio Analysis
Real-time portfolio risk monitoring, asset allocation optimization, and performance attribution analysis.50%Others only parse about half of SEC filings correctly.
100%Clifton delivers near-perfect accuracy, every time.
Securities Research
Deep dive on individual securities with fundamental analysis, technical indicators, and peer comparisons.FAST, FLEXIBLE, FUTURE-PROOFResearch-quality insights
in seconds, not hours.
The precision engine for investment professionals, built to quickly and accurately leverage the most granular market details.
Customize your own data
Clifton’s AI ingests your portfolio data and internal documents, creating a tailored experience.
Gain coverage across asset classes
Cover equities, fixed-income, macro, crypto, derivatives, and more with a single platform.
Unlock out-of-the-box intelligence
Leverage 10,000+ pre-integrated sources, automatically cleaned and contextualized for you.
Optimize your workflows
AI-driven markets and securities terminal, copilot chat, spreadsheets, screeners, calculators, and more.
COMPLIANCE WITHOUT COMPROMISESafe, auditable, and regulatory-ready.
Clifton protects your data with siloed, government-grade security, so you can stay safe without slowing down.
Built-in compliance guardrails
End-to-end encryption
Audit trails for every query
Calculations with citable resources
SOC 2 Type I & II compliant
OUR PROPRIETARY AI ENGINESpeed, depth, and
accuracy at scale.
accuracy at scale.
Our progressive, self-evolving AI doesn't just answer
questions — it creates new market knowledge.
questions — it creates new market knowledge.
Go beyond web data
Designed to ingest everything from issuer documents to your proprietary data, giving teams unparalleled context and relevance.
Optimize market complexity
Unlike general LLMs, Clifton handles dynamic financial data with precision – from live market events to portfolio changes.
Supercharge institutional teams
Ensures compliance, control, and data segmentation across teams and functions with granular permissions and policy management.
Auto-enhance your analyses
Every analysis includes cited sources, calculations, and audit trails, so teams can validate, challenge, or build on trusted outputs.Go beyond web data
Designed to ingest everything from issuer documents to your proprietary data, giving teams unparalleled context and relevance.Optimize market complexity
Unlike general LLMs, Clifton handles dynamic financial data with precision – from live market events to portfolio changes.Supercharge institutional teams
Ensures compliance, control, and data segmentation across teams and functions with granular permissions and policy management.Auto-enhance your analyses
Every analysis includes cited sources, calculations, and audit trails, so teams can validate, challenge, or build on trusted outputs.Go beyond web data
Designed to ingest everything from issuer documents to your proprietary data, giving teams unparalleled context and relevance.Optimize market complexity
Unlike general LLMs, Clifton handles dynamic financial data with precision – from live market events to portfolio changes.Supercharge institutional teams
Ensures compliance, control, and data segmentation across teams and functions with granular permissions and policy management.Auto-enhance your analyses
Every analysis includes cited sources, calculations, and audit trails, so teams can validate, challenge, or build on trusted outputs.Investment research, supercharged.AI-powered precision for smarter investing decisions.
AI-driven insights for
serious investment minds.
serious investment minds.