Feature
Collate
The Solution is to bring existing solutions together, fill in any gaps, provide an Individual and Centralized Data Warehouse, and finally let AI Bots to operate the workflows. We cover all asset classes from Listed Equity, Bonds, Funds, Derivatives to Private Equity, Hedge Funds, Real Estate, Collectables like Art / Vintage Cars, Watches etc.
Analyze
A large set of analytics and reports are available out of the box. Clients also have the ability to create their own reports either by themselves or outsourcing to us or use CoPilot AI to create dashboards automatically.
Report
Clients can connect their database to any data analytics tool ranging from PowerBI, Tableau, Data Bricks to Snowflake etc. With CoPilot you can effortlessly convert all your raw data into insights using the power of AI.
Why Choose Us
Segregated Database per Client
Collation.AI creates a separate database for each client. Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns. So you can create new tables and add your own customized data as needed. Other vendors typically impose the same rigid data structure (i.e. single schema in a single database) on all clients and this means that they can only solve problems that are common across all clients, but not per individual client!
All Data Formats as a Data Source are Accepted
Collation.AI excepts all Data formats as a Data Source i.e. PDF, CSV, API, XML, Excel, Data from Existing Systems, etc.
Investment Reports, Expense Reports, Investment Accounting GL are provided.
Collation.AI generates Investment Reporting, Financial Statements, Expense Analysis reports
Fully Customized Reports created by you, or outsourced to Collation.AI or let AI build them for you
Collation.AI offers Full Flexibility in creating Custom Dashboards (either you can create them or we can do it for you). CoPilot (Microsoft’s AI module integrated into PowerBI) allows you to ask Plain English questions to get insights on your data.
Contact Us
Get in touch
We’re always here to help.
United States
263 Tresser Blvd Floor 9, Stamford, CT 06901 United States
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