CHAT
Instant analysis from all your data
Ask any question about your manager or client documents, meeting notes, internal memos and CRM - get instant, accurate answers with source citations.
Perform complex analysis across all your data in minutes - AI handles the complexity while you simply describe what you need done.
REPORTS
Generate comprehensive reports automatically with AI agents
Generate comprehensive reports automatically - investment memos, client updates, committee materials, manager meetings - all using your custom templates and workflows.
Deploy AI agents to work continuously on complex background tasks - whether preparing for meetings with full historical context, analyzing Excel data from managers, or countless other workflows
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 anything - funds, managers, companies, DDQ responses - across any dimension instantly, no matter the data volume.
AI rESEARCH HUB
Zero-effort research management
Automatically organize all manager documents, meeting notes, and internal communications without any manual data entry or filing.
AI maps your organization's structure, people and processes, enabling automation of manual routine tasks like reporting, monitoring, and notifications across teams.
AI DOCUMENT PROCESSING
Automate data extraction
Automatically extract key information from fund documents, financial statements, brokerage account summaries, tax returns, and investment documents with 100% accuracy.
Export extracted data directly to Excel, update CRM systems automatically, or integrate with your existing billing and portfolio management platforms.
Eliminate manual data entry entirely while ensuring every detail is captured accurately and stored where your team needs it.
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.
