Core Use Cases

• Smart Search: Query any dataset, catalog, or internal data lake using plain English prompts.

• Data Quality Reports (DQR): Validate completeness, lineage, and anomalies with a single prompt.

• Idea and Strategy Generation: Create trading strategies tailored to risk, asset class, and data/signals — ideal for idea generation, rebalancing, and alpha testing.

• Instant Backtesting: Backtest datasets or signals in seconds instead of months — validate value before investing in new data.

• Alerts: Triggered by real-time data changes to monitor strategy performance, detect anomalies, forecast risks, and surface new opportunities.

• Reporting: Auto-generate NAV summaries, strategy reports, and compliance-ready views.

• Procurement & Due Diligence Support: Streamline vendor evaluation, compliance reviews, contracting and payments.

Benefits

Empower teams with 24/7 access to a highly skilled digital analyst

• Save time with instant data discovery, analysis, and management

• Enhance decision-making generating detailed reports in real-time using all connected data sources

• Reduce costs by identifying underperforming or redundant datasets

• Improve collaboration with compliant, traceable, and secure communications and data workflows

Get Started

The Analyst is live and ready for your team. It’s fully secure, already embedded in your workflow, and designed to help financial professionals do more with less friction.