Private banking and asset management
Analyse, build and monitor every portfolio on your book
Measure risk across your whole book, build portfolios inside your mandate limits, and draft the trades and client reports that follow. Your shelf, your house views, your compliance framework.
Who this is for
Built for modern investment teams
Private banking and wealth
Manage more client portfolios without losing the personal touch. Analyse, monitor and prepare tailored investment recommendations at scale.
Asset managers and banks
Bring quantitative analysis, portfolio construction and automated monitoring into one workflow. Support advisors and investment teams across large client bases.
Family offices
Monitor complex portfolios across individuals, entities and generations. Analyse investments, test scenarios and keep a clear view of the family’s overall wealth.
Use cases
Work every client from one environment
Our workbench gives you a single environment to manage and monitor hundreds of clients, combining AI with quantitative tools and portfolio analytics.
- Analyse existing portfolios.
- Explore portfolio data visually.
Scaling personalisation
Run the same process for one client and for ten thousand
Managing more clients should not mean compromising on personalisation or oversight.
That’s why we integrate AI with quantitative tools to scale analysis, monitoring and client preparation, reducing manual work while helping advisors stay informed, consistent and focused on what matters most.
Compliance and evidence
Every figure is computed, cited and replayable
Quantitative foundation
Every process is connected to a quantitative engine that powers portfolio analysis, simulations, monitoring and strategy construction. Quantitative outputs come from consistent, deterministic calculations rather than from the language model itself.
Suitability and compliance
Built-in suitability checks connect investment decisions to the client's KYC profile, helping you keep recommendations within it and supporting MiFID II compliance.
Get started
See it run on one of your own books
Bring your own shelf, your mandate language and one real client book. Walk through what it produces, end to end.