Access financial information in one place

Embedded Agent for Finance

Your one place to connect your proprietary data, with real-time information, automating tasks and delivering the results you deserve

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Embedded Agent for Finance at yourcommand

MeetStreetbeatPRO, your Embedded Agent for Finance, simplifying your tasks with thousands of virtual agents available 24/7. Integrate real-time stock data, alternative data sets, and customer information to automate processes, boosting efficiency and insights. A cost-effective and easy-to-implement tool designed to change the way you access actionable insights in a conversational way.

Get the features that differentiate you from the competition


Some examples:

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Smart search
Experience a new way to look for information with intelligent agents.
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Personalized communication
Tailor emails, newsletters based on customer portfolios and market events.
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Financial analysis
Leverage unique data sets for deeper analysis.
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Financial education
Instantly access and act on live market information.
"It's like having thousands of financial experts connected to the stock market and your data."
Damian Scavo,
CEO & Founder of Streetbeat

Fine-tune agents to your goals, tone, and compliance requirements

Custom API Integration
Connect securely to your databases and perform tasks quickly.
Automated Processes
Streamline engagement, reporting, portfolio management, and research.
CRM Integration
Enhance client interaction by integrating with Salesforce or other CRMs.

Find the agent for you with StreetbeatPRO versatility

Brokerage platform
Stay ahead of the competition and meet customers rising expecations
Financial app
Strengthen your differentiation and increase customer retention
Financial website
Deliver a new way to search for information and drive engagement
Financial institutions
Enhance the digital offering and keep up with the innovations
Wealth managers
Access the tools to step up your analysis and client communication

Secure the highest standards of security and compliance

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Guardrails ensure agents stay on topic with real-time monitoring.
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Secure Integration
Interactions are deterministic and controlled to follow your security procedures.
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Quality assurance workflows ensure transparency behind AI interactions.
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Data Governance
Your data is secure and used only for your company’s agents.
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Personally identifiable information is encrypted and masked.
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Information stored and protected

Get inspired by Streetbeat PRO API in action

Learn how companies are using this technology to better serve their clients and themselves

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Portfolio Newsletter Generation


Our client faced the challenge of creating personalized newsletters for their clients' investment portfolios, which was time-consuming and prone to inconsistencies.


By integrating our Embedded Agent via our RESTful API, they automated the newsletter creation process.

The Agent analyzes each client's portfolio, retrieves relevant news and market data, generates a tailored summary, and incorporates contextual macroeconomic data. This has resulted in:

  1. Reduction in time spent creating newsletters
  2. Personalized content for clients
  3. Increased client engagement and understanding of their portfolios
  4. Scalability to accommodate a growing client base

With our Embedded Agent, our client has streamlined their portfolio newsletter process, saving time, ensuring consistency, and enhancing client engagement, all while focusing on growth.

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Wealth management platform


Our client, a wealth management platform for independent financial advisors, recognized the need to optimize their advisors' time and improve client support.


By integrating our Embedded Agent they enabled advisors to focus on high-value tasks while providing timely and accurate responses to client inquiries.

We contributed in three ways

  1. The Agent automatically addresses common client questions, such as explaining daily portfolio performance, freeing up advisors to concentrate on more complex and unique client needs
  2. The Agent serves as a research aid, quickly gathering and synthesizing relevant financial data, allowing advisors to make informed decisions efficiently
  3. Our StreetbeatPRO integration enables 24/7 portfolio monitoring, identifying clients who may require attention due to exposure to current events, such as interest rate changes or legal developments. This allows advisors to provide proactive guidance and mitigate potential risks.

The integration has led to increased advisor productivity, enhanced research capabilities, proactive client support, and improved client satisfaction.

By integrating our Embedded Agent across multiple areas, our client has freed up their financial advisors' time to focus on customer acquisition, increasing Assets Under Management (AUM), and improving the performance for existing clients.

A technology that feeds on data

StreetbeatPRO empowers you to access a wide range of financial data sources, including analyst ratings, company fundamentals, historical price data, and much more, all in one place.

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A pricing planfor you

Choose the plan that best suits your business goals and access the full potential of financial intelligence with Streetbeat

Standard plan

Starting from
$5,000 per month
price related to number of queries
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Unlimited customers

Custom plan

Tailored pricing available for elevated queries and specialized requirements
Get Started

Unlimited customers

Access the power of Streetbeat PRO



Integrate our APIs effortlessly and manage your financial data with ease.



Experience lightning-fast search functionality and retrieve information as you type.



Handle vast amounts of financial data, with our infrastructure.