IND // Industry · Asset Managers

AI systems for institutional and multi-asset managers.

Traditional and alternative asset managers — research, portfolio ops, institutional distribution and regulatory reporting.

Where firms in this vertical hurt

The specific reality of running this business.

Institutional distribution is under-instrumented

You know who was pitched. You don't know what moved them, or what to say next.

Portfolio ops is fragmented across systems

OMS, EMS, PMS, custodian — the single view of the book is a spreadsheet at 6pm.

Regulatory reporting is a project, not a process

Every new regime is a scramble instead of a config change on the same platform.

Financial Intelligence — for this vertical

Portfolio drift, rebalancing, tax-loss harvesting and mandate monitoring for wealth and asset-management arms.

Live client-book risk engine, VaR, margin-call prediction and correlation clustering across symbols, venues and clients.

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

Customer Journey CRM — for this vertical

Tiering by volume and equity, dedicated relationship-manager triggers, event and hospitality journeys for whales.

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

Pre-approved content library, jurisdiction-aware disclaimers and comms archiving for FCA, ASIC, CySEC and MiFID.

Deposit-attributed marketing, campaign-to-mandate tracking and real-time budget reallocation across channels.

Predictive LTV, churn risk, next-best-action and look-alike modelling driven from your live customer graph.

Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.

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