AI products built for
financial services
Production-ready AI accelerators for fund administration, financial modelling, and portfolio management — deployed in weeks, not months.
Each product is backed by a live client case study. Click "Case Study" on any card to see real results.
FundOps AI
Fund administration, automated
AI-native accounting and fund administration platform. Automates month-end close, NAV calculations, reconciliation, and investor reporting — 10x faster with 99.8% accuracy. Built on the same enterprise stack powering institutional balanced funds.
- Automated bank & multi-account reconciliation
- AI-powered transaction categorisation (99.8% accuracy)
- NAV calculation & deferred revenue tracking
- Investor reporting generated automatically
- ASC 606 / IFRS compliant revenue recognition
- Real-time cash flow forecasting
FinModel AI
Financial modelling in minutes
Transform 40-hour financial modelling exercises into 2-hour tasks. Ingests financial statements, builds 3-statement models, runs 10,000 Monte Carlo scenarios, and answers questions in plain English. Deployed for leading financial advisory firms.
- Auto 3-statement model builder from documents
- Monte Carlo simulation (10,000 scenarios in seconds)
- Real-time sensitivity & what-if analysis
- Natural language Q&A on your models
- Industry benchmarking & comparable analysis
- Investment committee deck auto-generation
PortfolioIQ
Real-time portfolio intelligence
AI-driven portfolio management and fund intelligence. Delivers real-time optimisation, risk analytics, alternative data signals, and market intelligence — expanding research coverage from 60 to 500+ securities. Deployed for premier asset management enterprises.
- Real-time portfolio optimisation (Sharpe/Sortino/Calmar)
- Value at Risk (VaR) & stress testing across 100+ scenarios
- AI research assistant — processes filings in minutes
- Alternative data: news, sentiment, satellite imagery
- Earnings prediction engine (87% accuracy)
- Factor exposure & correlation risk analytics
Why choose our
AI products?
Unlike generic AI tools, our products are built specifically for financial services — trained on real fund data, compliant with industry standards, and delivered with hands-on implementation support.
Book a DemoDeploy in Weeks
Weeks to production, not months. Pre-built for your industry.
Compliance Ready
IFRS, ASC 606, SOC 2 — built in from the start.
Your Data, Secure
Private deployment options. Your data never trains our models.
Proven ROI
Every product backed by a live client case study with real numbers.