Asset and Wealth Management - Investment Research & Document Automation

Save time for asset managers and wealth advisers with automated research data extraction

Key Features

  • Data Extraction across multiple research input channels and data feeds for various investment products like pensions and Fund of Funds.
  • Classification and organisation of performance data, asset allocations, fees & charges, benefits, tax & guaranteed returns.
  • One-time supervised learning to build and train data recognition.
  • Customised data retrieval and presentation based on analyst inputs.

Benefits

  • 80%

    reduction in manual efforts to collect, collate, and organize research data

  • 95%

    reduction in propensity for errors made while collecting research data

  • 4X

    increased capacity for research operations team

  • 60%

    faster onboarding of new investment products and asset classes

Connected Adviser Platform View Our Platform