Beta Access
Put artificial intelligence to work for you
Automate routine tasks, surface hidden insights, make better decisions and move faster with AI for fund managers.
For emerging managers & established leaders
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Smarter funds management
Investor Insights
Automatically surface key insights across investor records to help your team personalise communication and deliver a world-class investor experience.
Ask Your Data Anything
Ask questions of your fund data in plain English and receive instant answers, eliminating manual analysis and reporting bottlenecks.
Task Automation
Use AI to draft investor emails, summarise notes, apply risk scores, generate reports, and extract data from documents—saving hours of manual work.
Document Analysis
Let AI read, interpret, and organise investor-submitted documents. Extract key data and trigger downstream workflows automatically.
Compliance Intelligence
Automatically flag compliance risks across investor data, enabling teams to proactively identify and remediate issues before they escalate.
Bank Reconciliation
Speed up transaction matching with AI-powered reconciliation, improving accuracy and reducing manual processing time.