Media
1 item
Description
Send valuation reports from Equitest to AI assistants and generate documents automatically. Elevate Your Financial Reporting with Generative AI. Equitest AI Bridge is a professional-grade tool designed for actuaries, financial analysts, and valuation experts. It seamlessly extracts complex data from Equitest.net and bridges it directly to the world’s leading AI models. Key Capabilities: Instant Report Drafting: Convert valuation results, actuarial tables, and financial models into structured professional narratives. Accuracy First: Includes a built-in "Financial Guard" prompt logic that prevents AI hallucinations by forcing the model to stick strictly to your calculated figures. Multi-AI Integration: Full support for Claude (Anthropic), ChatGPT (OpenAI), Gemini (Google), Perplexity, and Grok. Seamless Workflow: No more manual copying and pasting. One click prepares your AI prompt with all relevant context and data. How to use: Perform a valuation or calculation on Equitest.net. Click the "Generate AI Report" button that appears on your screen. Select your document type (Executive Summary, Detailed Valuation Report, or Actuarial Analysis). A new tab opens with the data pre-injected and ready for processing. Note: Requires an active Equitest.net subscription and an account with the supported AI providers.