# Model ML > AI-powered finance agent for investment banking and advisory teams. (iPhone/iPad app by Model ML.) - Source: https://appshunter.io/ios/app/model-ml/id6773495543 (this page in markdown: same URL + `.md`) - Developer: [Model ML](https://appshunter.io/developer/6773495545) - Category: Finance, Productivity - Price: Free - Rating: 5.00/5 from 5 App Store ratings - Age rating: 4+ - Requires: iOS 17.0 · 29 MB - Languages: American English - Released: 2026-09-11 - Data updated: 2026-10-06 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/model-ml/id6773495543/reviews.md ## What is Model ML? Model ML is your Finance Agent wherever you are, whenever you need it. Made for investment banking, private equity, and advisory teams, it connects to your data in real time, works the way you do, and gets sharper with every deal. Produce client-ready pitchbooks, financial models, memos, and audits, right from your phone with Model ML. AN AI AGENT THAT WORKS LIKE YOU Teach your Agent how you work: your comp methodology, your LBO conventions, your memo style. Encoded once, applied every time. It remembers your business, your clients, and your last call, carried forward without being asked twice. Fully composable, governed, and customizable. CLIENT-READY DELIVERABLES Hand your Agent a target company and get back a 50+ page pitchbook in your house format. Build fully linked, multi-tab financial models where every cell is traceable to the source. Generate research memos, company primers, and sector overviews — structured, branded, and ready to circulate. Audit existing decks in a single click, reconciling every figure, chart title, and footnote against the source before the client ever sees them. CONNECTED TO ALL YOUR DATA Documents, data rooms, CRMs, and email — connected, retrieved, and cited. Your Agent reasons across CapIQ, FactSet, filings, and transcripts, with source material always on tap for valuation, due diligence, and deal work. Connect your internal systems and bespoke tools via MCP or API. PICK UP RIGHT WHERE YOU LEFT OFF Start your work in the mobile app and continue in the apps you already use. Same brain, same skills, same memory of last week's work. WHEREVER YOU ARE, YOUR AGENT IS TOO Talk to it and it talks back, in natural two-way voice conversation. Chat by text for quick back-and-forth on the go. Set triggers or email it, and finished work lands in your inbox. THE BEST MODEL FOR EVERY TASK A model-agnostic architecture routes every task to the best AI model for the job — and evolves as the ecosystem advances, so you're always working on the frontier. Build custom agents in Model ML which help you: ▶ Assemble pitchbooks in your house format ▶ Build linked, traceable financial models ▶ Draft research memos and company primers ▶ Audit decks for errors, contradictions, and formatting drift ▶ Automate repeatable deliverables with Custom Agents ▶ Work hands-free with voice, text, or email ▶ Bring your own data into every task, cited to the source ENTERPRISE-GRADE SECURITY Purpose-built for enterprise financial institutions, with the strongest standards of security and compliance built into our core. ISO 27001 and SOC 2 certified, GDPR compliant. Trusted by the world's leading financial institutions. ## Key features - AI-powered finance agent - Generates pitchbooks and financial models - Connects to real-time data - Learns user methodologies - Enterprise-grade security - Voice and text interaction ## Frequently asked questions about Model ML ### What kind of financial documents can Model ML create? Model ML can generate client-ready pitchbooks in your house format, fully linked financial models with traceable cells, research memos, company primers, and sector overviews. ### How does Model ML ensure the security of financial data? Model ML is purpose-built for enterprise financial institutions and adheres to the strongest security standards. It is ISO 27001 and SOC 2 certified, and GDPR compliant. ### Can Model ML connect to my existing financial data sources? Yes, Model ML connects to documents, data rooms, CRMs, and email. It can reason across CapIQ, FactSet, filings, and transcripts, and can connect to internal systems via MCP or API. ### How does Model ML learn my specific work methodologies? You can teach your Agent your specific comp methodology, LBO conventions, and memo style. Once encoded, it is applied every time, remembering your business, clients, and previous work. ### Does Model ML have ads? No, Model ML does not contain advertisements. ### What devices is Model ML available on? Model ML is currently supported on iPhone devices. ### How often is Model ML updated? The latest version is 5.5, and the app was last updated on October 1, 2026. ### What is the user rating for Model ML? Model ML has a perfect rating of 5.0 stars based on 5 ratings. ## Version history (last 4 releases) ### 5.5 — 2026-10-01 Organisations that use Microsoft Intune can now protect Model ML on your phone. If your workspace requires it, the app asks you to confirm your work Microsoft account once, applies your organisation's protection settings, and keeps its work data encrypted. First-time setup includes a quick app restart. Nothing changes for workspaces that don't use Intune. Also in this release: • Recording and notetaker controls appear only when your workspace allows them, so Calendar Only users see their meetings without recording buttons. • Links to published sites open in your browser instead of a viewer inside the app. • Workspace pages opened inside the app no longer show the "Open in the Model ML app" banner, and gain an Open in browser button. ### 5.4 — 2026-09-23 Your workspace now decides what the app can do. Organisations can switch off photo and file uploads, dictation, copying answers out of the app, and the Face ID lock, and Settings shows exactly what your workspace allows. Also in this release: • Sites open full screen inside the app, and the version picker shows your own draft alongside Master. • Live sites are badged correctly in the Sites list. • Project pages show the project's instructions at the top, with a composer ready at the bottom. • Task Manager adds a task in one tap, with the keyboard ready for the title. • If microphone access was denied, the app now says so and takes you to Settings. • Primary buttons take the brand blue, and the side navigation has its own colour in light and dark. ### 5.3 — 2026-09-17 Meetings now follows your workspace settings: it appears wherever your organisation has it enabled and stays out of the way where it does not. Settings shows which features your workspace allows. Also in this release: • A recording in progress stays visible wherever you navigate in the app. • Audio-only meeting recordings get a clearer two-row player. • Tables in chat answers render as a scrollable grid, and HTML answers open inside the app. • Documents from chat open under their real names. • A refreshed icon set and colours that match the Model ML web app, with tidier spacing and empty states throughout. ### 5.2 — 2026-09-11 No release notes. ## Apps similar to Model ML | App | Rating | Price | Category | | --- | --- | --- | --- | | [e.pop: Digital Receipts](https://appshunter.io/ios/app/epop-digital-receipts/id1539447389) | 2.0 (5) | Free | Finance | | [CADRO](https://appshunter.io/ios/app/cadro/id1659426835) | 5.0 (1) | Free | Finance | | [Rothschild & Co Wealth UK](https://appshunter.io/ios/app/rothschild-and-co-wealth-uk/id1633950552) | — | Free | Finance | | [Xyrra: AI Trading Insights](https://appshunter.io/ios/app/xyrra-ai-trading-insights/id6499525423) | — | Free | Finance | | [ION: Mergermarket & Debtwire](https://appshunter.io/ios/app/ion-mergermarket-and-debtwire/id6590634568) | 5.0 (18) | Free | Finance | | [Rothschild & Co MobileBanking](https://appshunter.io/ios/app/rothschild-and-co-mobilebanking/id1533304952) | 5.0 (1) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-06.*