Author Your Edge. Scale Intelligence.
Go beyond off-the-shelf toolkits.
Our Agentic AI platform transforms your firm's unique investment identity into a scalable intelligence workforce—unlocking differentiated performance while protecting margins.
Design — Instantly engineer your intent into executable models, from strategic view, a new factor or a bespoke research tool to an alpha you envisioned—without writing code or hiring a team.
Validate — Test within a fully transparent, compliant glass-box framework.
Deploy — Scale your unique models across a broad client base—each personalized to specific objectives and constraints across public and private markets.
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Own your stack.
Build at the speed of intent.
What Will You Author?
Create your own intelligence on demand.
Our Agentic AI is a unified platform — giving your teams the power to instantly engineer bespoke solutions effortlessly.
Whether you're creating a new alpha factor from scratch or deploying a firm-wide compliance monitor, the process is the same: from intent to transparent, auditable live model — no code, no APIs, no integration complexity required.
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See below where to start...
Investment Research
The Research Intelligence Agent understands, analyses, and connects knowledge across markets —
from Public to Private markets,
from Macro signals to Dynamic Thematic,
Insights to Action.
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Continuous discovery. Contextual understanding.
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+3× faster idea generation,
+40% higher research efficiency
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Portfolio Hyper-personalisation
The Portfolio Intelligence Agent designs, adapts, and verifies
complex portfolio mandates in real time —
from tactical tilts to ESG alignment,
from risk constraints to factor exposures,
from proxy voting to tax optimisation,
from creation to execution.
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Continuous alignment, full control at Scale — by design.
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+70% reduction in portfolio design time
+5× increase in portfolio personalisation capacity
Knowledge Mesh
Transform dry data into an interconnected knowledge fabric — enriched with logical, contextual, semantic and causal intelligence.
Every link multiplies value.
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The foundation where Wealth Intelligence scales
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+50% Operation efficiency,
+30% Precision
Advisory Engine
The Advisory Intelligence Agent transforms information to interaction — guiding conversations with contextual intelligence that deepens trust and accelerates engagement.
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From insight to dialogue. From dialogue to action​
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+40% increase in engagement
and retention rate
Compliance Guard
The Compliance Intelligence Agent moves from retrospective checking to proactive risk detection.
Real-time oversight of regulatory changes and transactional data,
from complex obligations into actionable insights
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​Continuous vigilance. Transparent reasoning.
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+60% reduction in potential compliance breaches and associated costs.
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From here, you shape your own stack. Your own models, tools, and workflows — without constraints.
SCALABILITY
PERFORMANCE
COMPLIANCE & SAFETY
ADOPTABILITY
Achieve unprecedented operational leverage by automating complex, high-level portfolio and research tasks.
Your Financial intelligence,
elevated, at Scale.
Gain a decisive competitive edge by automating decision-making in core investment functions
From black box to looking glass.
Every decision is fully documented, explainable and auditable.
Compliance and safety by design.
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Ensure rapid, firmwide adoption and return on investment with a platform designed for easy use by all financial professionals.