IND // Industry · Investment Firms

AI systems for investment firms — research, portfolio ops and distribution.

Long-only, multi-strategy and boutique investment firms — research productivity, portfolio monitoring, client reporting and institutional distribution.

Where firms in this vertical hurt

The specific reality of running this business.

Research is trapped in analysts' heads

Notes, models and calls live across email, Slack and network drives — with no institutional memory the PM can query.

Portfolio drift and mandate breaches are lagging signals

You find out at the monthly report, not the moment it happens.

Client reporting eats the ops team

Every consultant and platform wants a different format — done manually, every quarter.

Financial Intelligence — for this vertical

AI operating systems we build for this industry.

Portfolio & Account Intelligence

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

Compliance & Regulatory AI

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

Executive & BI Dashboards

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

AI Copilots & Internal Assistants

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

Data Platform & Integrations

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

KYC & Onboarding Automation

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

Customer Journey CRM — for this vertical

Journey flows we build for this industry.

VIP & High-Value Client Journeys

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

Compliance-Safe Marketing

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

Customer Journey Builder

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

Attribution & Revenue Intelligence

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

AI Segmentation & Scoring

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

Multi-Channel Messaging

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

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