Neural AI powered finance dashboard

What it does

Neufin is offered through the following product modules: 1. Neufin Sentient – Real-time Market Sentiment Analysis 2. Neufin Nemo – Stock Intelligence Suite 3. Neufin O2 – Investment Recommendation Engine 4. Neufin BBA – Behavioral Bias Analyzer

NeuFin detects client churn risk, suitability drift, and behavioral warning signals for IFAs and wealth platforms — and exposes behavioral intelligence to AI agent stacks via API. Free to try.

NeuFin gives IFAs and their AI agents the behavioral signals that market data cannot see — churn risk, suitability drift, and advisor-ready briefings. Built for human advisors and the agentic stacks they run. Representative layouts — swap in your portfolio for live DNA, Swarm IC, and Vault exports. Full post-upload intelligence layout after analysis completes. Most platforms give you data. NeuFin gives you a complete IC — seven agents running simultaneously the moment you upload your portfolio. Classifies market regime from FRED CPI, VIX, PMI, and yield curve — every decision is regime-aware. Converts macro signals into an actionable positioning thesis for your exact holdings. Pearson…from neufin.ai

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