AI Investment Expertise is embedded throughout the platform, including in our Portfolio
Builder tool.
Our agent guides advisors on Portfolio Design and Fund Selection, providing written and
quantitative rationale behind Portfolio Construction, irrespective of preferred investment strategies,
passive or active, equal weighted multi-strategy or core satellite.
The agent will produce the research required by regulations.
This framework supports the deployment of a centralized investment proposition, which
is quickly becoming best practice globally.
A CIP enables smaller firms to meet regulatory obligations at scale and equally beneficial
for large consolidators who need to align advice across multiple firms and advisors.