Product Description
About this Product
AI financial API for advanced investment management and insights:
- Automates portfolio management with AI Agents.
- Provides real-time market insights and financial data.
- Integrates seamlessly with CRM for client management.
About Nowcasting.ai INC dba Streetbeat
Streetbeat is a fintech innovator offering AI-powered solutions for the finance sector. Our platform features customizable AI agents that automate and enhance various financial tasks, including portfolio management, market analysis, customer reporting, and communication. StreetbeatPRO serves as the ultimate AI copilot for financial professionals and institutions, integrating real-time and alternative data, CRM, and advanced analytics to enable informed decision-making, operational optimization, and personalized investment strategies. Financial advisors can simply interact with Warren to retrieve the information they need. Streetbeat PRO is designed for seamless integration into existing ecosystems, delivering unparalleled efficiency and insights of your clients.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.