Benzinga supplies real-time market intelligence datasets to power the news and insights layer of Charlie, InvestSuite’s AI investment agent embedded in brokerage and banking platforms.
Benzinga, a leading provider of real-time financial news and market data, today announced it is supplying market intelligence datasets to power the news and insights layer of Charlie, the AI investment agent launched by InvestSuite.
Charlie is designed to function directly inside brokerage and banking platforms. It provides investors with real-time explanations of portfolio performance, market context, and trade-relevant insights without requiring users to leave the application. Benzinga’s structured, real-time content supports these workflows through seamless integration.
Through this partnership, Charlie incorporates three key Benzinga datasets: Why Is It Moving (WIIM), the Premium U.S. Equities Newsfeed, and Bulls Say Bears Say.
WIIM delivers concise one-sentence explanations of price movements across U.S. equities and major cryptocurrencies. The Premium U.S. Equities Newsfeed supplies real-time coverage of market-moving events, complete with full articles and ticker tagging. Bulls Say Bears Say provides structured summaries of analyst reports, clearly highlighting bullish and bearish perspectives for each stock.
Within the Charlie experience, these Benzinga datasets connect portfolio-level changes to the underlying market events. When an investor asks why a portfolio has moved, the system maps holdings to relevant news, analyst sentiment, and specific catalysts, delivering context that is directly tied to the investor’s positions.
"Charlie is built to explain what is happening in a portfolio and why," said Clint Rhea, Manager, Institutional and Channel Partnerships at Benzinga. "We provide the market context behind those explanations, from real-time news to analyst sentiment and price movement drivers, so responses are grounded in actual events. Benzinga is embracing AI, we understand that the output is based on the input, and we are dedicated to providing accurate, real time data and news for AI innovators like Charlie."
"Financial institutions need to deliver clear, real-time context from trusted sources alongside portfolio data," said Cedric Laridon, Co-CEO at InvestSuite. "Benzinga’s datasets help power Charlie’s ability to connect market events to individual investor portfolios within the application experience."
Benzinga’s data is delivered via API in JSON and XML formats. This supports real-time integration into AI-driven workflows, alerts, and investor-facing applications.
The integration highlights the growing demand from financial institutions for embedded intelligence that seamlessly connects market data, news, and analytics directly to investor workflows inside brokerage and wealth management platforms.
About Benzinga
Benzinga is a financial media and data company that connects investors with news, data, and education that make the path to financial prosperity easier for everyone. Through Benzinga.com, events, and its expanding suite of APIs, Benzinga delivers real-time market intelligence and structured financial data used by brokerages, hedge funds, trading platforms, and financial institutions worldwide.
About InvestSuite
InvestSuite is a B2B InvestTech company providing white-label investment platforms and AI solutions to banks, wealth managers, and asset managers. Its product suite includes Self Investor, Robo Advisor, StoryTeller, Portfolio Optimizer, and Charlie, powered by InvestSuite Intelligence, the company's AI platform for digital wealth. InvestSuite is headquartered in Leuven, Belgium.
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