For every financial professional

Professional intelligence.
No terminal required.

Live institutional data. ARIA analysis calibrated to your role. Document intelligence that reads anything you upload. Your data platform stops at data. We start there. The synthesis layer that turns data into decisions — for terminal users and independent professionals alike.

Start 14-day free trial → See what's included
No credit card required during trial. from $0.00/month after. Cancel anytime.
17+
Institutional data sources — already included
100
Professional terminals across every sector
$0.00
Terminal contract needed. Ever.
5am
Morning brief, delivered before markets open
The market nobody talks about
Most finance professionals
have never had a terminal.
The major data platforms are built for institutions with IT departments and six-figure tool budgets. The rest of the market — independent advisors, mid-market CFOs, small fund operators, corporate development teams, nonprofit finance directors — has been making critical decisions with incomplete tools for decades. That ends here.
Mid-market CFO
Managing treasury without institutional data access
You track rates, FX, and macro conditions in a spreadsheet updated manually. ARIA gives you a live treasury terminal with SOFR, yield curve, dollar index, and credit spreads — synthesized into a morning brief before you open your inbox.
Treasury terminalFX monitoringRate alerts
Small PE / Family Office
Deal intelligence without a data platform seat
Upload the CIM, the financial model, the management presentation. ARIA reads all three together, cross-references against live credit spreads and HY OAS, and tells you what the deal looks like right now — not when your analyst gets to it tomorrow.
Deal analysisDocument intelligenceCredit conditions
Independent Advisor / RIA
Client intelligence without institutional research access
Your clients ask about markets, sectors, and their portfolios. ARIA gives you the same institutional-grade macro and sector intelligence your wirehouse competition has — so you answer in seconds, not hours.
Client briefingsSector intelligenceMacro conditions
Corporate Development
M&A intelligence for operating company teams
Upload target company filings and your internal model. ARIA synthesizes them against live M&A market conditions — deal multiples, financing markets, recent comparable transactions from SEC EDGAR — and gives you a preliminary view in minutes.
M&A terminalComp analysisSEC filings
Nonprofit / Endowment
Investment committee intelligence without institutional tools
Track your asset allocation against live market conditions. Get a plain-language synthesis of what the macro environment means for your endowment's fixed income, equity, and alternatives — ready for the board before every meeting.
Asset allocationBoard briefingsFixed income terminal
Community Bank / Credit Union
Credit and rate intelligence without tier-1 data access
Monitor deposit competition, NIM pressure, loan delinquency trends, and Fed policy — all live, all synthesized into what it means for your institution specifically. The banking terminal tracks what matters and tells you when conditions change.
Banking terminalNIM monitoringCredit quality
What's already included
17 institutional data sources.
No contracts. No setup.
These are the same public institutional sources that power professional analysis everywhere. ValixData connects them, keeps them current, and has ARIA synthesize them — already calibrated to your terminal and your role. You walk in and they're on.
LIVE
Federal Reserve (FRED)
Interest rates, SOFR, yield curve, inflation, GDP, employment — over 800,000 economic series.
LIVE
SEC EDGAR
Real-time 10-Ks, 10-Qs, 8-Ks, and material event filings for every public company.
LIVE
U.S. Energy Information Administration
WTI crude, natural gas storage, energy production and consumption data.
LIVE
Bureau of Labor Statistics
Unemployment, CPI, PPI, wage growth, labor market conditions by sector.
LIVE
USASpending.gov
Federal contracts, grants, and awards — essential for defense, infrastructure, and government-adjacent sectors.
LIVE
The Guardian News API
Professional financial and business news, filtered by terminal and synthesized by ARIA hourly.
LIVE
Frankfurter / ECB
Real-time foreign exchange rates for 30+ currency pairs — ECB reference rates.
LIVE
High Yield & Credit Spreads
HY OAS, IG spreads, leveraged loan index, CCC/BB/B spread tiering from FRED bond indices.
LIVE
Equity Market Proxies
S&P 500, VIX, and sector ETF price data for market context across all terminals.
PLUS
Document Intelligence
Upload any PDF, DOCX, CSV, or data export. ARIA reads and synthesizes it against live terminal data — in memory, deleted immediately.
PLUS
Paste-In Analysis
Copy a table, a filing, a rate sheet from anywhere on the internet. ARIA cross-references it with your live terminal data.
PLUS
SEC Earnings Intelligence
ARIA reads and synthesizes earnings releases, guidance revisions, and 8-K filings for companies in your sector.
How it works
Open it. Pick your terminal.
Start working.
ValixData is designed to be useful in the first five minutes. No setup call. No data migration. No IT approval. Your terminal is live with institutional data the moment you log in.
01
Choose your terminal
130 professional terminals — Private Equity, Treasury, Banking, M&A, Healthcare, Technology, Real Estate, Credit, Energy, and 90 more. Pick the one that matches how you actually work. Your live KPIs load immediately.
02
Tell ARIA your role
CFO, Partner, Analyst, Advisor, Director — ARIA calibrates every output to your exact role. A CFO gets cash management framing. A PE partner gets deal-readiness framing. Same data, right depth, every time.
03
Read your morning brief
Every morning at 6am ET, NOVA delivers an overnight intelligence brief for your terminal — what moved, what it means, what to watch today. Written for your role. Ready before markets open.
04
Upload your documents
Got a PDF from a bank, a research note from a news site, an annual report you downloaded, a model in Excel? Upload all of them. ARIA reads every format, synthesizes across all of them, tells you what it means and what to do next.
05
Ask anything
ARIA knows your terminal, your live data, and your role. Ask it anything — "what does this rate move mean for my floating rate debt?", "what should I watch before this deal closes?", "draft the macro section of my board memo." It answers with your live data, not generic content.
06
Log out. Data gone. Work saved by you.
When your session ends, your data ends. We store nothing. Copy your analysis, save your brief, keep your output in your own system. This is your intelligence tool — what you do with the output is entirely yours.
The honest comparison
What you were making do without.
This is not a comparison designed to embarrass anyone. These are great platforms for the institutions they serve. The point is that none of them were built for you. ValixData was.
Your data platform
Major data platforms
$12–24K/year per seat
✓
Deep proprietary data
✓
Institutional-grade coverage
✕
Built for individuals without IT
✕
AI analysis of your documents
✕
Role-calibrated intelligence
✕
Zero data retention by design
✕
Decision-layer output
Your new terminal
ValixData
$0.00/month/month
✓
17+ live institutional public sources
✓
130 professional terminals, your sector included
✓
No IT, no contract, no setup call
✓
Upload any document, any format, ARIA reads it
✓
Output calibrated to your exact role
✓
Zero retention — your data never stored
✓
ARIA tells you the next step, not just the data
General AI
General-purpose AI tools
$20–200/month
✕
Live market data
✕
Sector-specific intelligence
✓
Easy to use
✓
Document reading
✕
Role-calibrated output
✕
Cross-referencing with live data
✕
Financial data intelligence
Ready to start

Your terminal.
Starting today.

14 days free. No credit card. Every terminal live from day one. Cancel any time — though in our experience, nobody goes back to doing this without it.

$0.00/month
per month · cancel anytime
Save $590 — $0.00/year billed annually
All 130 professional terminals 17+ live data sources ARIA analysis Document intelligence Morning brief daily Zero data retention Terminal or no terminal. The gap between data and decision is the same. We built the layer that fills it.
Start 14-day free trial →
No credit card required during trial. Cancel with one click. No contracts, no minimums, no IT department needed.