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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

EquBot AI, in collaboration with Watson, equips asset managers to effectively deal with the rapid expansion of data by offering explainable, tailored AI-powered portfolios as a service (PaaS), along with indexes and signals. By utilizing EquBot AI with Watson, insurance companies and various asset owners can convert raw data into enhanced investment results through these customizable AI solutions. By leveraging EquBot’s innovative PaaS, indexes, and signals, investors can not only stay abreast of the complexities of the data landscape but also excel in it. This powerful combination allows for the construction, monitoring, and adjustment of client portfolios, ensuring alignment with their financial aspirations. Furthermore, individual investors can take advantage of EquBot AI with Watson to revolutionize their investment strategies through AI-Powered ETFs, making informed decisions that lead to superior outcomes. With these advanced tools, both institutional and personal investors can gain a competitive edge in a data-driven market.

Description

Watson enhances your team's productivity through its array of skills and integrations, making you more effective than ever before. By allowing Watson to automate repetitive tasks and simplify intricate processes, you can save valuable time and energy. This enables you to concentrate on more strategic and high-level assignments. Moreover, Watson promotes smooth communication among team members, ensuring that everyone remains aligned and that projects are completed punctually and with the expected quality. You can enhance Watson's capabilities by importing both existing and new automation into the platform, thereby streamlining workflows and optimizing efficiency. With its advanced natural language processing, Watson can access a wide range of basic and sophisticated skills to fulfill your requests accurately and in the proper sequence. There's no need for specialized training, as you can begin utilizing prebuilt skills tailored to your requirements within minutes. Additionally, Watson seamlessly integrates with various applications and tools, effortlessly connecting with platforms like Salesforce, Workday, Outlook, Gmail, and more, ensuring a cohesive workflow across all your essential tools. This level of integration not only simplifies processes but also empowers your team to achieve greater collaboration and productivity.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

IBM Watson Yes 
Box No 
Gmail No 
Google Drive No 
LinkedIn No 
Microsoft Outlook No 
Microsoft SharePoint No 
Microsoft Teams No 
Openlayer No 
Oracle Fusion Cloud HCM No 
SAP SuccessFactors No 
Salesforce No 
Slack No 
ThisWay No 
Workday Extend No 

Integrations

IBM Watson Yes 
Box Yes 
Gmail Yes 
Google Drive Yes 
LinkedIn Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Openlayer Yes 
Oracle Fusion Cloud HCM Yes 
SAP SuccessFactors Yes 
Salesforce Yes 
Slack Yes 
ThisWay Yes 
Workday Extend Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$200 per seat, per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EquBot

Founded

2017

Country

United States

Website

equbot.com

Vendor Details

Company Name

IBM

Country

United States

Website

www.ibm.com/products/watson-orchestrate

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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