THE DAIZY PLATFORM
A single platform uniting data, AI, and compliance
Daizy’s purpose-built financial AI engine automates complex workflows, embeds compliance, and delivers client-ready outputs at scale.

Input center

Take control of how Daizy works for you. Customize templates, fine-tune prompts, and connect your own data sources — all on top of Daizy’s built-in integrations.

Define your workflow once, and scale it seamlessly across teams and use cases.
Data orchestration
Daizy connects directly to your existing data sources and streams live data into your content. You decide how your data appears in deliverables, with built-in logic and formatting options tailored for investment content.
Narrative generation
Our state-of-the-art AI Engine utilizes multiple LLMs and draws on a vast high-quality data lake, then enriches content with financial analytics. This ensures quality, consistency and accuracy across all client communications.
Review & compliance
Compliance-by-design incorporates audit logs, review workflows, and edit permissions that align directly with real-world regulatory expectations. All messaging aligns to your voice and brand.

Output center

Publish approved content to any channel — always current, on-brand, and version-controlled.

Or access Ask Daizy, your always-on analyst — delivering portfolio insights, product details, and fund data on demand.