Research intelligence for Wealth & Asset managers
Boost Productivity & Grow Revenue
AI-Powered Research Intelligence for Wealth & Asset Managers
trusted by market leaders
Why Wealth & Asset Managers Choose Research Intelligence
Boost Productivity
Teams spend less time searching for information and more time on high-value activities — responding instantly with accurate, cited insights from research to advise clients or execute trades.
Scale Client Coverage
Free up time to manage more clients or expand research coverage without additional headcount — increasing capacity and profitability.
Build Stronger Client Relationships
Instant, transparent insights help advisers deliver confident, data-backed advice — building credibility, deepening trust, and improving client retention.
How Research Intelligence Works
Integrates internal research, external data, and market insights into one unified platform — ensuring no report, note, or analyst view gets lost in emails or shared drives.
Purpose-built to understand analyst coverage, research report structures, and the time-sensitivity of insights — ensuring relevance and precision with 90%+ accuracy.
Every answer includes reasoning and full source visibility — building client trust, ensuring auditability, and meeting compliance standards.
Automatically surfaces the most relevant reports, updates, and market views based on client portfolios and interests.
Advisers can ask questions in plain English and receive instant, accurate, and cited answers — bringing research directly into the flow of their client work.
Tracks how research content is accessed and used — helping research heads measure engagement, demonstrate impact, and prove ROI.
Ensures only approved, current content is surfaced — minimising regulatory risk and strengthening oversight.
Connects easily with existing research portals, market data systems, and CRMs — unifying all research within a single interface.
Integration, Deployment & Security
Flexible Integration Options
Research Intelligence adapts to your infrastructure with flexible deployment options. It’s highly configurable to support embedded experiences, API integration, and custom workflows — with our engineering team working alongside you to deliver integration tailored to your technical and operational needs.
Enterprise-Grade Security
Research Intelligence is SOC 2 compliant with governance, auditability, and data privacy built in from day one. Role-based access controls, full audit trails, and reasoning chains ensure every insight is traceable, compliant, and secure — whether deployed in the cloud, on-premise, or hybrid.
testimonial
Former CIO — $30bn Asset Manager
