Three solutions for every investor profile: from the individual investor to the institutional Chief Investment Officer.
01 — PENELOPE PERSONAL
Directional signals, analysis and multi-asset intelligence support your investment decisions, at your pace.
02 — PENELOPE ADVISOR
Analyse markets, explore instruments and build proposals aligned with each client profile.
03 — PENELOPE INSTITUTIONAL
From market analysis to portfolio construction and control, in one environment.
04 — PENELOPE FOR BROKERS
Modular and plug-in, not a competing platform: it integrates on top of your existing infrastructure.
ONE ENGINE
The same Penelope engine, three depths of access.
Intelligence and signals supporting your investment decisions.
Analysis and proposals aligned with the client profile.
Integrated portfolio view and control at institutional scale.
Tell us what you need. We’ll help you find the Penelope solution that fits best.
FAQ
Penelope is an artificial intelligence platform dedicated to investing. It helps you understand markets, analyse financial instruments and, in professional solutions, build portfolio proposals according to defined objectives and constraints.
Personal is designed for self-directed investors. Advisor supports financial advisors and private bankers in preparing client proposals. Institutional is designed for CIOs, investment teams, banks, wealth managers and family offices.
Penelope provides analysis across several asset classes, including equity indices, commodities, currencies and cryptocurrencies. Available coverage and features depend on the selected solution and plan.
No programming skills are required: you can interact with Penelope in natural language and ask for explanations of the results. Features and depth vary depending on the selected solution, from analysis for self-directed investors to professional tools.
Penelope uses specialist engines to produce analyses and proposals, while conversational AI interprets requests and explains results. The allocation engine is deterministic: the same data, constraints and parameters produce the same portfolio. The process is traceable and verifiable, with decisions under the user's control.
Decisions remain with the investor or professional. Penelope provides analysis and tools to support those choices. Any broker execution features follow parameters set by the user, who can intervene and stop them.
Penelope provides analysis tools and investment decision support. Personal is for self-directed investors; Advisor supports professionals in preparing client proposals. Decisions and related responsibilities remain with the investor or professional.
No. Forecasts involve uncertainty and investments can generate losses. Penelope provides a structured method for analysing opportunities and assessing risks, without promising returns.
Penelope is designed to support MiFID II, EU AI Act, DORA and GDPR requirements through process controls, traceability, human oversight and data protection. Advisor develops proposals within the profile and mandate constraints set. The intermediary remains responsible for suitability checks and the service provided.
You can offer clients AI analysis and market forecasts by integrating Penelope into your platform under your own brand (white label), through a dedicated “Powered by Penelope” area, or as a separate app connected to accounts via API. The configuration is defined according to your infrastructure and the experience you want to provide.
Yes. Penelope can work alongside existing systems through APIs, embeddable portals and data exchange. Integration and installation methods are defined according to the organisation's infrastructure and needs.
Pricing depends on the chosen solution and features. Contact us to explore available options or request a demo. For banks, networks and institutional operators, a pilot project can be defined with shared objectives and evaluation criteria.