Personalized Investment at Scale

The AI engine for personalized investing, inside your app

Uvst gives banks, brokers and wealth platforms the engine behind values-aligned, compliance-first investing: personalization, screening, strategy creation and daily recommendations, delivered through an SDK and APIs into the app your customers already use. You keep the assets, the custody, and the trade execution. We bring the intelligence, benchmarking, and personalization.

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Top 3 Pitch Stanford GSB LEAD · LISA · March 2026

Four capabilities, one Engine

Every module runs on the same investor profile and the same screened universe, so what your customer sees is consistent from onboarding to the daily recommendation.

Personalization

Turns each customer's values, risk tolerance and horizon into a structured investor profile that every other module reads. Halal, ESG or fully custom preference sets.

Screening

Screens stocks and ETFs against that profile at the sector, business-activity, financial-ratio level, or down to stock level if needed, with look-through into fund holdings, so a fund passes or fails for what it actually holds.

Strategy creation

Builds and rebalances an allocation from the screened universe that fits the profile, and lets a customer compare their own decisions with a fully AI-managed strategy.

Recommendations

Produces explained buy, sell and hold recommendations every day, re-screened against the latest data. Your team reviews each one and approves or rejects it before it is shown to the customer. Approved recommendations are then routed to your trade execution desk.

How we partner

A clean split. We own the intelligence; you own the customer engagement, the assets and the trades.

Uvst provides

The AI engines

  • Personalization — investor profiles built from personal values, risk and horizon.
  • Screening — compliance-first screening of stocks and ETFs, with fund look-through.
  • Strategy creation — allocations built and rebalanced around each profile.
  • Recommendations — explained daily buy, sell and hold calls, delivered by API for your review.
  • Performance benchmarking — the engine's recommendations are measured against market benchmarks, and the results are reported to you.
  • Ongoing model and data updates — the engine keeps improving without a release on your side, and with the controls needed.
You provide

The customer relationship

  • Integration with your app — with our white-glove support from the first call to production.
  • Pilots with your customers — a defined cohort, agreed success metrics, a clear go or no-go.
  • Custody — customer assets stay where they are today.
  • Review and approval — every recommendation is approved or rejected by your team before a customer sees it.
  • Trade execution — approved recommendations are routed to your own execution stack.
Your app Customer preferences and portfolio
Uvst engine Profile → screen → strategy → recommend
Your review, custody & execution You approve or reject each recommendation; assets and trades never leave your stack

White-glove integration

We do not hand you documentation and disappear. An engineer from our team works alongside yours through every step until the first customer recommendation ships.

1

Discovery

We map your customer journey, preference sets and execution flow, and agree on the scope of the pilot.

2

Sandbox

Your team gets sandbox access and a working reference integration. We pair with your engineers on the API calls and the screens.

3

Pilot

A defined cohort of your customers runs on the engine, with success metrics agreed up front and reviewed together.

4

Production

Rollout to your full customer base, with ongoing model updates and a named contact on our side.

What your customers get

A portfolio built around their values

They set what to invest in and what to avoid. Everything they are shown has already passed their own screen.

Daily guidance they can act on

Clear buy, sell or hold recommendations, reviewed and approved by your institution, with the reasoning behind each one, and the final decision always theirs.

Confidence before real money

A practice portfolio lets them learn the engine and compare their choices with a fully AI-managed strategy before they commit.

Let's talk

See the engine on your customers' data

A 45-minute demo walks through the engine end to end. If it fits, we scope a pilot and start the integration with you.

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