Zillion
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About
Zillion provides AI analysts specifically designed for the financial sector. Their tool allows teams to automate repetitive tasks, manage large workloads, and improve client engagement. Founded by CFA Charterholders, Zillion aims to empower financial firms to focus on strategic work by handling tedious analysis efficiently. The platform allows for automation of reports, monitoring of markets, and integrating with existing workflows, offering a customizable solution that can be tailored to the needs of various financial firms.
Platform
Features
• customizable workflows
• ai analysts for financial analysis
• supports multiple file formats including excel and ppt
• real-time data and news access
• monitor financial markets
• automate recurring reports
Pricing Plans
Professional
USD449.00 / per month• Expert AI Financial/Investment Analyst
• Basic Financial Modeling (3 Statement Models)
• Research/Equity Reports
• Valuation and Cash Flow Analysis
• Excel Handling
• PowerPoint Handling
• Chart Generation
• Understands PDF, Images, Excel & PPT Files
• Reliable Data Sources (EDGAR, BLS, FRED, etc.)
• Secure Data Storage and Processing
• Unlimited Queries
Executive
USD1000.00 / per month• Everything in Professional +
• Report Scheduling and Automation
• Private Email Server for Your AI (Email Requests)
• Customized Research/Equity Reports
• Customized Data Sources (BBG, FactSet, etc.)
• Customize Reporting & Generated Presentations with Your Company Logos and Colors
Enterprise
Unknown Price• Everything in Professional & Executive +
• Customized Financial Modeling Automation
• Customized Workflow Integration
• AI Portfolio Monitoring
• Larger Memory: Remembers Past Projects
• Organizational Knowledge
• Options for Local Deployment
• Discounted Pricing
• Your Entire Organization Can Access the AI
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