Financial Multi-Search
A unified search and comparison platform for financial services. One query searches across your CRM, data providers, and market intelligence sources simultaneously, with one-click sync back to your system of record.
Search everywhere. Sync once.
Financial Multi-Search eliminates the tab-switching and manual data entry that slow down deal sourcing, due diligence, and relationship management.
Unified Cross-Platform Search
Run a single query that searches across Dynamics 365, FINTRX, Preqin, PitchBook, and other connected sources. Results are de-duplicated and ranked by relevance.
One-Click CRM Sync
Found a contact or firm in an external source? Sync it to your CRM with one click. Fields are mapped automatically, and existing records are updated rather than duplicated.
Side-by-Side Comparison
Compare entities across data sources in a single view. See where records match, where they diverge, and which source has the most current information.
AI-Powered Insights
Surface relationship connections, investment patterns, and market signals that span multiple data sources. The AI layer finds what manual searches miss.
Audit Trail and Compliance
Every search, sync, and data access is logged. Meet compliance requirements for data provenance and demonstrate due diligence in your processes.
Connected to the tools you already use
Financial Multi-Search plugs into leading CRMs and financial data providers out of the box.
Built for financial services teams
From investor relations to deal sourcing, Financial Multi-Search serves teams that live across multiple data platforms.
Part of the Ajaia financial services suite
Portfolio Pulse
AI-powered portfolio monitoring for LPs. Track performance, surface risks, and generate reports across your entire portfolio from a single dashboard.
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AI Due Diligence Platform
Accelerate M&A and market intelligence workflows with AI-driven document analysis, risk scoring, and automated reporting.
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Stop searching in silos
See how Financial Multi-Search unifies your data sources into one fast, syncable search experience.