Overview
ScreenerAI is an AI-powered securities screening and analysis agent from additiv that helps financial advisors discover and compare investment opportunities tailored to each client's objectives and risk tolerance. Using live market data, client preferences, and portfolio context, the agent identifies suitable securities, compares investment alternatives, and generates actionable investment ideas to support portfolio construction and client discussions. By automating research and security screening, ScreenerAI enables advisors to make faster, more informed investment decisions while improving the relevance and personalization of recommendations.
