The intelligent execution layer for modern day investment management.
Built for how modern firms manage capital, risk, and clients. Designed for what comes next.
One intelligence layer.
Markets, portfolios, and firm knowledge — feeding every agent and workflow.
[ markets ]
Real-time pricing, fundamentals, earnings, and events — running on HFT-grade infrastructure, mapped cleanly to every account and exposure.
[ clients ]
Live portfolio state — holdings, exposures, factor and sector views, and risk attribution — surfaced firm-wide at the market, portfolio, and client level.
[ vault ]
Your firm’s proprietary knowledge — research, documents, notes, statements, and criteria — held in a secure memory layer that powers every agent and workflow.
Engineered for impact.
Automate with Agents.
A growing fleet of 20+ agents — augmenting your team across markets, portfolios, clients, and compliance.
[ opportunity agent ]
Surfaces planning gaps, tax inefficiencies, and portfolio misalignments — turning each into a client-ready opportunity, fully sourced.
[ portfolio pro ]
Tests holdings against mandates, benchmarks, and IPS rules — recommending allocation shifts mapped to each client's objectives.
[ task analyst ]
Reads signals, calendars, and inboxes — ranking the work that matters and clearing up to 30% of admin time.
[ risk agent ]
Quantifies exposures and concentration across the book — surfacing risks early with mitigation steps the desk can act on.
[ macro agent ]
Streams prices, earnings, and macro events mapped to client books — flagging the moves that move your book, and why.
[ suitability agent ]
Checks every position against IPS, mandates, and restrictions — flagging breaches and proposing compliant alternatives.
[ meeting copilot ]
Briefs you before, captures decisions during, drafts follow-ups after — turning every meeting into structured next steps.
[ research agent ]
Pulls filings, transcripts, and street research into context-aware briefings — answering investment questions with cited sources.