Our software
Tools for the work you do.
Organize investment data, work with AI, understand a codebase, research advisers, or capture the important moments in a meeting. Find your product and the next step below.
Investment data
Implementation with your team
Connect, organize, and reconcile investment data for reporting and operational use. We work with your team to fit the platform to your systems and workflows.
Start with a conversation about your data, existing systems, and the work you need to support.
AI-assisted development
Installed software
Bring shared knowledge, skills, and working rules into your AI coding tools. Keep project context and team conventions close to the work.
Currently available by invitation. Approved users can follow the installation instructions and authorize their device.
Code intelligence
Windows · macOS · Linux
Map the symbols and relationships in a repository so your AI coding tool can find definitions, trace impact, and explain working-tree changes with evidence from the source.
Install Cortex, run setup in a Git repository, then restart your MCP-capable coding tool. Plexi Flexor is not required.
Adviser research
Browser application
Research investment advisers and explore market patterns using public SEC filings. Build a view of the firms and segments that matter to your work.
Request access, verify your email, and we will review your application. You will receive an email when access is approved.
Meeting notes
Windows · macOS · Linux
Mark decisions, commitments, and follow-up actions during a meeting with a click or a hotkey. Use the timestamps alongside your transcript when you review the conversation.
Download the app for your platform. The installation guide covers setup, permissions, and required dependencies.