Our Platform
Our platform is the foundation of everything we deliver.
Designed with a modular architecture, it evolves with the latest advancements in AI, allowing seamless customization and continuous innovation.
At its core, our Wealth Intelligence Engine drives compliance, reliability, efficiency, and scalability.
The core modules
are the foundation of our Platform
Wealth Intelligence Core
At the heart of our platform lies the Wealth Intelligence Core — a dynamic foundation that combines the most advanced large language models with our proprietary, fine-tuned intelligence and financial data. Beyond models, the Core embeds domain-specific processes, verification layers, and adaptive learning mechanisms designed to ensure precision and trust. It possesses deep, actionable knowledge across:
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risk management
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portfolio construction
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factor and investment research
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compliance
continuously evolving through feedback and interaction. The Core not only learns and optimises existing workflows but also allows the creation of new, workflow templates aligned.
The goal is to provide an Intelligence aligned with client objectives, investment mandates, and regulatory frameworks — delivering outcomes that are transparent, verified, and consistently superior.
Knowledge Mesh
An intelligent layer on top of your existing data, the Knowledge Mesh transforms isolated information into a living network of meaning. It doesn’t require rebuilding your data infrastructure — it sits seamlessly above it, enriching and connecting what you already have. This layer creates new logical, semantic, structural, and causal connections that redefine how data is searched, reasoned upon, and applied across the firm.
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Logical connections link data through consistent rules and relationships.
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Semantic connections interpret the real meaning behind data, aligning it with financial context.
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Structural connections map how entities, portfolios, and processes relate among them and across systems.
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Causal connections reveal how actions and events influence outcomes.
By weaving these connections together, the Knowledge Mesh turns dry data into knowledge — and knowledge into interconnected intelligence, always accessible and ready to power decisions across the organisation.
Furthermore it can discover new knowledge and hidden insights within existing data, multiplying its value and enabling continuous learning and discovery across the entire firm.
The Knowledge Mesh is a foundation powering all our offerings.
High Availability Fabric
The High-Availability Fabric is the foundational infrastructure layer that ensures security, scalability, and uncompromising reliability. It manages user access, data governance, and performance with institutional-grade precision — delivering trading-grade infrastructure engineered for both research and live investment operations.
Built to scale processes and computational workloads on demand, it provides the elasticity needed to support intensive analytics, model execution, and intelligent agent workflows without disruption. Redundancy, fault tolerance, and continuous monitoring guarantee robust uptime and operational resilience across all environments.
The High-Availability Fabric forms a stable and secure foundation for the entire platform — safeguarding data privacy, maintaining integrity, and meeting institutional standards for compliance, encryption, and recovery. Coupled with the Wealth Intelligence Core, it enables intelligence to scale seamlessly and empowers research and investment teams with real-time responsiveness and capabilities previously unattainable in traditional infrastructures.
Agents Factory
The Agents Factory is where intelligence becomes action — a digital workforce of specialised AI agents designed to extend and amplify human capability. The platform comes with core agents already equipped with deep domain expertise in:
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risk management
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portfolio construction
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asset classes
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investment research.
Each agent is calibrated and tested to execute precise tasks and processes with accuracy, consistency, and speed.
From these foundations, firms can create and customise new agents tailored to their own data, workflows, and operational requirements. Agents continuously learn from feedback, evolving over time and generating new workflow templates that adapt to changing strategies and market conditions.
Every action and output passes through a detailed verification process, ensuring results that are accurate, consistent, and fully auditable.
This is the Automation of Intelligence — moving beyond static task automation to handle complex, reasoning-driven processes that require context, judgement, and cross-domain understanding.
The Agents Factory enables scalable, bespoke services, where humans govern the strategic direction, and digital assistants execute the rest