EVA Pro
Enterprise Equity Research Infrastructure
Built for funds, RIAs, and research teams. Identity, isolation, and audit from day one — with explainable, citation-backed analysis grounded in as-filed financial data.
What’s Ready Today
Transparent about where we are and where we’re headed.
Available Now
- •Authentication & basic access controls
- •Encryption in transit (TLS 1.3) and at rest
- •Per-organization data isolation
- •Comprehensive audit logging of all queries and outputs
- •~100 tickers with knowledge-graph-linked financial data
- •Citation-backed analysis with full provenance
- •One-click research reports
On Our Roadmap
- •Enterprise SSO/SAML/SCIM (Q2 2026)
- •Fine-grained RBAC with project workspaces (Q2–Q3 2026)
- •500+ ticker coverage with freshness SLOs (Q2–Q3 2026)
- •SOC 2 Type I certification (Q3–Q4 2026)
- •VPC peering / PrivateLink (Q4 2026)
Enterprise-Ready Features
Security, infrastructure, data, and collaboration controls designed for institutional teams.
Identity & Access
- Enterprise SSO (SAML 2.0, OIDC) with directory sync (SCIM)
- Fine-grained RBAC with project workspaces
- Per-tenant namespaces and isolation
- IP allow/deny lists
Audit & Governance
- Complete audit trails for all queries and outputs
- Data lineage tracking with citation graphs
- Compliance-ready documentation and policies
- Data Processing Agreement (DPA) available on request
- Subprocessor registry maintained and available
Data Protection
- Encryption in transit (TLS 1.3) and at rest
- Data egress controls, DLP, optional CMEK/BYOK
- Data residency options for regulated workloads
Certifications (Roadmap)
- SOC 2 Type I (targeted Q3–Q4 2026)
- SOC 2 Type II (2027)
How EVA Handles Your Data
Transparency about what reaches language models and what stays local.
What Reaches LLMs
- User queries and prompts
- Retrieved document chunks (SEC filings, financial data)
- System prompts (no customer data)
What Does NOT Reach LLMs
- Raw uploaded files (processed locally first)
- Customer PII beyond what’s in their query
- Other customers’ data (tenant isolation enforced)
- Financial calculations (handled by deterministic routing, not LLMs)
Data Controls
- Your data is never used for model training
- All LLM interactions logged to audit trail
- Tenant-scoped retrieval (only your documents in context)
- Data deletion on request (documented process)
Pricing Model
Align cost with value across platform, seats, and usage.
Platform BaseTenancy, security, and compliance infrastructure (SSO/SAML/SCIM, RBAC, audit logging, DPA registry, sandbox environments). Pricing: by quote.
Named SeatsPer-analyst access with discounted read-only seats for PMs/compliance. Volume tiers available. Pricing: by quote.
Usage & ConnectorsReport credits, API calls, backtest compute, BYO entitlement adapters, dedicated VPC, private model hosting, custom factor integrations. Pricing: metered + by quote.
Pilot Program
Validate impact before expanding to full deployment.
Pilot Scope
- 15–30 tickers across 2 sectors
- 6–8 week pilot
- 10–20 users
- Sandbox tenancy with BYO entitlements
Success Criteria
- Time-to-answer: weeks → hours
- Coverage expansion: 2–3× names per analyst
- Explainability: 100% citation coverage
- Freshness: filing Q&A within 24 hours
- Auditability: complete lineage for compliance review
Outcome
- Paid pilot extension or production deployment
- Expand seats, coverage, and connectors
- Post-pilot case studies for adjacent sector pods
Why EVA Pro?
Built for Compliance
Audit trails, role controls, data-handling safeguards, and documentation align with institutional requirements so legal/compliance teams can approve EVA Pro.
Grounded & Explainable
Every answer ties to as-filed XBRL facts with unit, period, and context. Citation graphs remove black-box outputs.
Your Data, Your Rules
Bring your own entitlements, enforce data policies, and choose cloud, VPC peering, or private deployments for sensitive workflows.
Scalable Coverage
~100 tickers with knowledge-graph-linked financial data, scaling to 500 and then 3,000+. Streaming responses and parallel ingestion keep analysis fresh and interactive.
Compliance & Trust
Clear timelines and documentation for your security review.
Compliance Roadmap
- Enterprise SSO/SAML: Q2 2026
- RBAC & audit trails: Q2–Q3 2026
- SOC 2 Type I: Targeted Q3–Q4 2026
- SOC 2 Type II: 2027
- Security questionnaire and policies available on request
Trust Resources
- Data Processing Agreement (DPA)
- Subprocessor registry
- Security questionnaire responses
- Data isolation architecture document
- LLM data handling documentation
Contact ram@ridhics.com for any of these documents.
Ready to explore EVA Pro?
Request a pilot or schedule a demo to see the full enterprise workflow.
Request Pilot