OpenBB

OpenBB Workspace transforms your Snowflake data into production-ready, AI-powered applications for investment teams. It unifies visualization, computation, and AI-assisted analysis in a single interface. Teams get self-service analytics and data scientists avoid the burden of building and maintaining custom applications outside Snowflake. The workspace includes OpenBB Copilot , also powered by Snowflake, to support coding, data exploration, reasoning, and workflow generation directly on top of Snowflake data. Embedded no-code BI tools support business users, while Python and SQL workflows executed through Snowpark support data scientists, allowing teams to work in one shared analytics workspace across all technical skill levels. Key Capabilities: • Build dynamic applications, not static dashboards OpenBB Workspace is built for institutional investors to combine proprietary, licensed, and public data into dynamic applications composed of interactive visuals, tables, calculations, and written outputs such as memos or commentary. These applications are reusable, permissioned, and customizable in both layout and presentation, allowing firms to deliver polished, professional analytics experiences for internal workflows or external audiences.

• Deploy AI without an AI team OpenBB integrates with AI models from Snowflake to give investment teams a turnkey Copilot experience without building custom agents or managing separate AI infrastructure. Teams can use natural language to generate SQL or Python workflows, create new analytical views, and write briefs or memos, all operating within the security and access controls Snowflake provides.