Research intelligence for Wealth & Asset managers
Boost Productivity & Grow Revenue
AI-Powered Research Intelligence for Wealth & Asset Managers
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.
Build Stronger Client Relationships
Instant, transparent insights help advisers deliver confident, data-backed advice — building credibility, deepening trust, and improving client retention.
Execute Better Trades
Transparent insights enable Asset Managers to research ideas with confidence — identifying opportunities faster and driving stronger portfolio performance.
Scale Client Coverage
Free up time to manage more clients or expand research coverage without additional headcount — increasing capacity and profitability.
Increase Revenue & Retain Top Talent
Better-informed teams deliver higher-quality advice and investment decisions — driving AUM growth and stronger portfolio performance. When advisers grow revenue faster, they stay for longer, reducing costly churn in competitive markets.
How Research Intelligence Works
Unified Research & Market Intelligence Hub
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.
Domain-Trained for Wealth & Asset Management
Purpose-built to understand analyst coverage, research report structures, and the time-sensitivity of insights — ensuring relevance and precision with 90%+ accuracy.
Explainable Insights with Source Attribution
Every answer includes reasoning and full source visibility — building client trust, ensuring auditability, and meeting compliance standards.
Smart Surfacing & Recommendations
Automatically surfaces the most relevant reports, updates, and market views based on client portfolios and interests.
AI-Powered Conversational Interface
Advisers can ask questions in plain English and receive instant, accurate, and cited answers — bringing research directly into the flow of their client work.
Administrator Analytics Portal
Tracks how research content is accessed and used — helping research heads measure engagement, demonstrate impact, and prove ROI.
Compliance-Ready Guardrails
Ensures only approved, current content is surfaced — minimising regulatory risk and strengthening oversight.
Seamless Integration
Connects easily with existing research portals, CRMs, and market data systems — 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.
Former CIO — $30bn Asset Manager
