Turn Research Into Revenue

Lift traded volumes by 18%. Arm sales with instant insights. Give research analysts back 30% of their time.

Why Pathfinder is Different

• Purpose-built for financial services – fluent in equity, credit, and macro research.
• Accurate & compliant by design – grounded in your source data, with audit logs and full control over outputs.
• Plug-and-play – upload documents, start generating value immediately.
• Secure – your data is segregated and never used to train external models.
• Integrates with Mosaic trade analytics – provides compelling, research-backed trade ideas and customer pitches.

Your Research. Instantly Actionable. Pathfinder makes all your research instantly searchable and usable — across reports, notes, models, and chats. Built on finance‑trained, compliance‑grade AI, it delivers accurate, secure, and enterprise‑ready insights.

• **Reliable and repeatable: **Cut the uncertainty with domain-trained AI — get accurate, explainable, and reliable sales-ready responses every time.
• **Deep integrations: **End-to-end automation for research data — from ingestion to reconciliation — covering documents, metadata, RIXMLs, consensus data, models, and more.
• **Enterprise Security: **SOC 2 Type II compliant. SR11-7 model governance, validation, and change controls.
• **Workflows & Reporting: **Track research usage and ROI with precision.

Features

• Centralized Research Repository: Aggregates all investment research for unified, instant access.
• Domain-Trained AI Models: Uses finance-specific LLMs for accurate, context-aware insights.
• Natural Language Search: Allows users to query research using plain English questions.
• API Integration: Embeds AI-powered search into client-facing platforms securely.
• Enterprise-Grade Security & Reporting: Supports compliance, auditability, and deep workplace integration.