AI knowledge management
AI knowledge management for
for
Allocators
LPs
Wealth managers
RIAs
Allocators
Allocators
LPs
Wealth managers
RIAs
Allocators
Allocators
LPs
Wealth managers
RIAs
Allocators
Focus on high-level decision making while
Finpilot's proprietary AI handles the knowledge work.
Focus on high-level decision making while Finpilot's proprietary AI handles the knowledge work.
Trusted by leading organizations
Powering smarter decisions across investment and wealth management sectors
Endowments & Foundations
Endowments & Foundations
Enabling investment and operations teams to 10x their capacity fostering better decision making
Enabling investment and operations teams to 10x their capacity fostering better decision making
OCIOs & Family Offices
OCIOs & Family Offices
Streamlining manager research, portfolio monitoring, and due diligence driving superior outcomes
Streamlining manager research, portfolio monitoring, and due diligence driving superior outcomes
RIAs & Wealth Managers
RIAs & Wealth Managers
Freeing advisors and investment teams to spend more time where it matters most - with clients
Freeing advisors and investment teams to spend more time where it matters most - with clients
Finpilot does the work,
you do the thinking.
Finpilot does the work,
you do the thinking.
Reclaim your most valuable asset - time
Reclaim your most valuable
asset - time
Reclaim your most
valuable asset - time
Let AI handle research, analysis, and document processing so your teams focus on strategy and relationships.
Scale operations
without scaling costs
Scale operations without
scaling costs
Turn knowledge bottlenecks into automated workflows. Handle larger portfolios with your existing team.
Streamline Portfolio Intelligence
Never miss what matters most
Monitor your portfolio 24/7, surfacing critical changes while uncovering underlying trends
AI that understands
your funds and clients
Turn data into an advantage
Transform all your manager, client and internal data into clear insights—at scale and in real time.
Finpilot connects to all your internal data and performs actual work
REPORTS
Automate analyses with AI agents
REPORTS
Automate analyses with AI agents
REPORTS
Automate analyses with AI agents
CHAT
Chat with your entire knowledge base
CHAT
Chat with your entire knowledge base
CHAT
Chat with your entire knowledge base
AI DATA PROCESSING
Extract data from documents and load anywhere
AI DATA PROCESSING
Extract data from documents and load anywhere
AI DATA PROCESSING
Extract data from documents and load anywhere
ACTIONS & ALERTS
Never miss anything
ACTIONS & ALERTS
Never miss anything
ACTIONS & ALERTS
Never miss anything
MATRIX
Synthesize 1000s of documents into simple tables
MATRIX
Synthesize 1000s of documents into simple tables
MATRIX
Synthesize 1000s of documents into simple tables
AI RESEARCH HUB
AI manages all data; No manual data entry
AI RESEARCH HUB
AI manages all data; No manual data entry
AI RESEARCH HUB
AI manages all data; No manual data entry
AI to accelerate current workflows of your team by 3x
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Deploy AI agents to work continuously on complex background tasks - meeting prep with managers or clients, synthesizing quarterly updates, analyzing Excel data, due diligence, and beyond.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-effort research management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
ACTIONS & ALERTS
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-effort research management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
ACTIONS & ALERTS
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
CHAT
Instant analysis from all your data
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-effort research management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
ACTIONS & ALERTS
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
CHAT
Instant analysis from all your manager documents
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-Effort Research Management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
ACTIONS & ALERTS
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
CHAT
Instant analysis from all your manager documents
Finpilot offers a powerful chat interface to your manager and client documents, internal memos, or meetings notes enabling instant answers and powerful analysis with perfect accuracy - no more hunting for information.
REPORTS
Generate comprehensive reports automatically with AI Agents
Create meeting prep briefings for clients, portfolio updates, proposals – all using your custom templates. AI agents work around the clock so you never have to worry about bandwidth.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from financial statements, tax returns, and investment documents, then update your CRM, Excel files, and internal records to eliminate manual data entry entirely.
MATRIX
Analyze large amounts of data in easy to understand tables
AI processes thousands of documents at once to synthesize complex analysis into simple, easy-to-understand tables. Compare funds across any dimension - strategy, fees, performance - instantly, no matter how much data you need to analyze.
AI RESEARCH HUB
Zero-Effort Research Management
AI automatically organizes all manager documents and communications without manual data entry, while proactively alerting relevant team members about capital calls, strategy changes, or critical developments the moment documents arrive.
ACTIONS & ALERTS
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
Enterprise-grade security you can rely on
Built on SOC 2 Type II compliant infrastructure with strict data governance protocols. Your sensitive financial data stays private, secure, and under your complete control—no exceptions.
Your data, your ownership
SOC 2 type II compliance
Intelligent permission management
Single sign-on integration
Zero data leakage
Complete audit trail
Your data, your ownership
SOC 2 type II compliance
Intelligent permission management
Single sign-on integration
Zero data leakage
Complete audit trail
Your data, your ownership
SOC 2 type II compliance
Intelligent permission management
Single sign-on integration
Zero data leakage
Complete audit trail
Revolutionizing how investment and
wealth management teams operate
10x
increase in
research capacity
90%
reduction in time spent on manual data entry
reduction in time spent
on manual data entry
0%
hallucination rate
6x
faster to prepare for
manager or client meetings
faster to prepare for manager
or client meetings
How we help leading firms
Finpilot AI has delivered substantial productivity gains for our team and transformed our manager monitoring and investment due diligence processes. It enables us to rapidly generate accurate insights from manager communications and documents at scale, automating tasks that were previously highly manual.
James Olson
Investment Director, Seattle Children's Endowment
Finpilot saves us significant time extracting key insights from manager commentary and spotting trends, making our meetings more productive and informed. The team is incredibly responsive and feels like a true partner to our research process.
Julia Stewart
Associate Director, The Clarius Group
Finpilot AI has delivered substantial productivity gains for our team and transformed our manager monitoring and investment due diligence processes. It enables us to rapidly generate accurate insights from manager communications and documents at scale, automating tasks that were previously highly manual.
James Olson
Investment Director, Seattle Children's Endowment
Finpilot saves us significant time extracting key insights from manager commentary and spotting trends, making our meetings more productive and informed. The team is incredibly responsive and feels like a true partner to our research process.
Julia Stewart
Associate Director, The Clarius Group
Finpilot AI has delivered substantial productivity gains for our team and transformed our manager monitoring and investment due diligence processes. It enables us to rapidly generate accurate insights from manager communications and documents at scale, automating tasks that were previously highly manual.
James Olson
Investment Director, Seattle Children's Endowment
Finpilot saves us significant time extracting key insights from manager commentary and spotting trends, making our meetings more productive and informed. The team is incredibly responsive and feels like a true partner to our research process.
Julia Stewart
Associate Director, The Clarius Group
Unlock AI superpowers for your entire organization
Experience how Finpilot's intelligent agents automate workflows and multiply your team's capabilities
Unlock AI superpowers for your entire organization
Experience how Finpilot's intelligent agents automate workflows and multiply your team's capabilities
Unlock AI superpowers for your entire organization
Experience how Finpilot's intelligent agents automate workflows and multiply your team's capabilities
© 2024 Finpilot. All rights reserved.
© 2024 Finpilot. All rights reserved.
© 2024 Finpilot. All rights reserved.