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Communify
Designed Financial AI, Digital & Data Solutions for the Intelligence Era
About Communify
Communify is a financial AI platform that unifies complex market and client data to provide advisors with intelligent insights and human-centric narratives. The platform's MIND™ AI (Multi-Source Intelligence Delivery) combines deterministic AI engines with leading LLMs, grounded in a comprehensive Knowledge Base. Key capabilities include Signals for real-time data-driven alerts, Stories for auto-generated narratives (e.g., Stock, Fund, Portfolio, Client Stories), and Scores for actionable ratings like ClientScore™, MacroScore™, and MicroScore™. Communify offers a library of hundreds of pre-built, intelligence-driven interactive apps such as Intelligent Media, Intelligent Investor, Intelligent Advisor, and Intelligent Manager. The platform also features Intelligent Chat™ for guided, compliant decision-making flows. Communify serves over 85% of US brokerage firms and integrates over 4,000 data feeds from 1,500+ unique sources. By leveraging AiDOOS, organizations can deploy these capabilities seamlessly across their digital ecosystem, enhancing scalability, compliance, and user adoption. The platform is designed to unify digital communication, deliver mass value to investors and investment professionals, and drive smarter conversations through trusted knowledge bases and AI-powered stories.
Challenges It Solves
- Fragmented market and client data across multiple sources
- Inefficient communication of complex financial insights to clients
- Compliance risks in advisor-client interactions
- Difficulty scaling personalized advisory services
Screenshots
Use Cases
Advisor-Client Communication
Generate Stories and Scores to explain market movements, portfolio performance, and client wealth health in a compliant, narrative-driven format.
Investment Research
Use MicroScore and MacroScore to analyze securities and macroeconomic conditions, supported by multi-source data integration.
Compliant Decision-Making
Leverage Intelligent Dialogues to guide advisors through structured, auditable decision flows that ensure consistency and compliance.
Client Reporting
Automate creation of personalized, data-driven narratives for client meetings using the Stories feature across stocks, funds, and portfolios.
Pricing
Custom pricing — built for your team
Communify pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.
Key Features
Multi-Source Intelligence Delivery combining deterministic AI with LLMs
Real-time, data-driven alerts across markets and portfolios
Auto-generated, data-grounded narratives for stocks, funds, portfolios, and clients
Actionable ratings: ClientScore, MacroScore, MicroScore
Guided, compliant decision-making flows via chat
Hundreds of pre-built, intelligence-driven interactive apps
What Reviewers Say
What works well
- Trusted by over 85% of US brokerage firms
- Comprehensive AI suite combining deterministic engines and LLMs
- Numerous industry awards and recognitions
Common concerns
- Pricing not publicly disclosed, likely enterprise-focused
- May require significant integration effort for smaller firms
Reviews
No reviews yet for Communify
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Reviewer Demographics
Top Industries
Enterprise Readiness
Identity & Access
Data Security
SLA & Availability
Compliance & Portability
Integrations
Bloomberg Data Feed
Provides market data and news integration
FactSet
Integrated financial data and analytics platform
Morningstar Data
Provides investment research and data
Refinitiv Data
Real-time and historical market data integration
Intelligent Media
AI-driven content delivery for media outlets
Intelligent Investor
Personalized investor-facing insights and tools
Intelligent Advisor
Advisor workstation with client insights
Intelligent Chat
Compliant AI chat for client interactions
Governance & Compliance
EU AI Act
Classification: None
Data Processing Agreement
None DPA available
Sub-processors
Not disclosed
Right to Erasure
✗ Not supported
Change Notifications
None
NIST AI RMF
Not assessed
AiDOOS Managed Deployment
Deploy Communify in 72 hours
AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.
Prerequisites
- Active Communify account
- API credentials from Communify
- Configure SSO if required
Configuration Options
- Data source connections (e.g., FactSet, Bloomberg)
- Branding and customization for digital apps
- User permission roles via SSO
How Communify Compares
| Product | AI & Analytics | Ease of Use | Enterprise Features | Pricing | Integrations | Mobile Experience | Quick Setup | Customer Support | Rating | Price/mo |
|---|---|---|---|---|---|---|---|---|---|---|
|
C
Communify This product
|
Excellent | Good | Excellent | Fair | Good | Fair | Good | Good | — | $Custom/user |
|
BR
Broadridge
|
Good | Fair | Excellent | Fair | Excellent | Fair | Fair | Good | ★ None | $None/user |
|
FS
FactSet
|
Excellent | Good | Excellent | Poor | Excellent | Good | Fair | Excellent | ★ None | $None/user |
|
BT
Bloomberg Terminal
|
Good | Fair | Excellent | Poor | Excellent | Fair | Fair | Good | ★ None | $None/user |
A Virtual Delivery Center for Communify
Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.
- Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
- Refundable on unused Delivery Units, anytime — no questions asked
- Re-delivery guarantee on acceptance miss
- Pre-flight delivery sizing — you see the plan before you commit
How a Virtual Delivery Center delivers Communify
Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →
Outcome-Based
Pay for results, not hours
Milestone-Driven
Clear deliverables at each phase
Expert Network
Access to certified specialists