From March 2026, amendments to the Consumer Protection Code come into effect.
The changes require advises to support pension and investment recommendations with far
more detailed research and analysis. A level of detail beyond the advises expertise,
time, or simply tools available. Introducing end sites. The AI Investment Analyst
designs specifically for the needs of commission-led advises. One click production of performance charts,
graphs, historic drawdowns, risk metrics, asset allocations, and tactical asset allocation calls,
all in very clear, client-friendly formatting. Of course, as regulations require,
all benchmarked against peer averages or selected competing funds.
Our AI Investment Agent goes beyond data, combining quantitative analysis with clear qualitative,
written insight, explaining why a fund is performing the way it is. Built for the Irish advisory
market, it reflects Irish regulations and practices, not UK or US standards like other tools
advises are currently using. Agent automatically compiles the required
disclosures and supporting documentation based on the advises recommendations.
Everything is delivered in professionally designed, client-ready presentations,
ready to save or send at the touch of a button.