Quartr on Merge Agent Handler
Embed first-party financial IR data into your AI product or deploy it across your organisation – without custom integration work.What it is
Quartr's full data layer is now available through Merge Agent Handler. Every document type Quartr covers – earnings calls, transcripts, filings, slides, investor days, CMDs, AGMs, M&A announcements, AI-generated summaries – is queryable by any AI you build or deploy.Quartr handles the data. Agent Handler handles authentication, access control, and governance. Your team focuses on what the data enables.
Two ways to use it
- For your team: Connect Quartr and your identity provider once. Assign Quartr tools via SCIM-synced groups and roles. Your employees access Quartr-backed workflows from their AI assistant through natural language. Agent Handler enforces policies and logs every tool call.
- For your product: Embed Quartr's tools natively into a customer-facing AI product. Agent Handler becomes the execution and governance layer – every tool call authenticated, scoped to the right user, and logged. Quartr becomes a native capability inside your product without custom integration work.
What your AI can do
Retrieve and summarize earnings calls the moment a company reports. Pull investor presentations, slide decks, and filings across configurable lookback windows. Navigate to specific moments in a call using timestamped chapters and speaker attribution. Generate summaries at configurable lengths to fit the context of the task running.Use cases
- Earnings monitoring at scale: An asset manager builds an internal research agent that tracks every earnings event across its coverage universe. When a company reports, the agent pulls the transcript, surfaces the AI summary, and flags guidance language, segment commentary, and management tone. Analysts get a structured briefing before the market opens.
- Customer-facing research assistant: A wealth management platform builds an AI assistant that lets clients ask questions about companies in their portfolio. The agent retrieves earnings summaries, investor presentations, and event history from Quartr and synthesizes answers grounded entirely in first-party IR material.
- Due diligence acceleration: An investment bank's coverage team uses an agent to rapidly synthesize IR material on a target company – transcripts and slide decks across a configurable lookback window, summaries at multiple lengths, segment data extracted and structured. What previously took a junior analyst a full day takes minutes.