Finance Codex plugins

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…ervice that Allianz Direct operates is subject to human oversight by Allianz; you may contact human advisors at any time through Allianz Direct's official channels. Please bear in mind that AI systems may produce outputs that are inaccurate, incomplete or not fully adapted to specific circumstances,…

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…ulate employee participations?" · "Compare the practice in the cantons of ZH and ZG." Built for tax advisors, fiduciaries, lawyers and in-house teams. Requires a Lexplorer account (login on first use) — more at lexplorer.ch.

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…100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company a…

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…systems in a trusted, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answers at the speed of the market.

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Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools support the Savvly Long…

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…et today with a past date; look up one SPAC's profile, participants and history; rank underwriters, advisors or investors over a date window; and aggregate trust, proceeds or redemption statistics. Every tool queries SPACInsider's own database and returns structured data; nothing is written, sent or…

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Zocks connects to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zoc…