AI Toolkit and Harness
for Financial Services
We create AI infrastructure that automates reporting, analytics, and workflows for wealth managers—making process improvements and driving business efficiency.
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Challenges you're facing
Breaking Through Data Barriers That Hold Your Business Back
Disconnected Data
Data is fragmented across systems.
Registered Investment Advisor operations teams waste 3 hours per day to aggregate data.
No Cloud Control or Data Sovereignty
Your data sits in a vendor's multi-tenant cloud. You don't have admin control, can't choose Azure or AWS regions, and can't guarantee data sovereignty.
Family offices handling UHNWI data need admin-level control, not vendor-managed access.
Locked Into Vendor's UI
You're forced to use the vendor's shared SaaS interface. Your team can't build a bespoke front end with your preferred LLM (e.g. Claude) or keep the code in your own GitHub.
Advisors want to vibe-code custom dashboards, not settle for one-size-fits-all portals.
Manual Data Management
Downloading, copying, checking & fixing across systems manually causes delays.
On average 2 weeks of delays for preparing reports.
Repetitive Data Work
Manual data entry and processing takes significant time.
Up to 15 hours per week for an External Asset Manager.
Poor Data Analytics
FOs experiment with 'overpriced' performance reporting software and/or excel spreadsheets.
Already have a general ledger system, so why not overlay a more affordable reporting software?
Overstaffing & Understaffing
RIAs struggle to recruit new financial advisors when they lack a future-proof, scalable tech stack.
Excessive hiring puts unnecessary pressure on budget.
High Cost of Manual Solutions
Manual solutions are not scalable and become increasingly expensive.
Wealth Managers spend USD 60K per annum more for in-house tech vs. specialized vendor.
Our AI Toolkit: Bots + AI Harness + Your Own Front End
Smart automation with guardrails—plus YOU own your data in YOUR cloud, and YOU bring your own front end built with your preferred LLM (e.g. Claude)
Data Extraction Bot
Unlock trapped data from any source, automate extraction from CRMs, PDFs, Portals, and Protected Systems.
Data Scrubbing Bot
Once the data is collated, our Bot reconciles, cleanses, and ensures the data's consistency and reliability across systems.
Centralized Data Warehouse Bot
Consolidates every custodian, CRM, GL and portal into one unified data model, giving you a single source of truth.
Automated Workflows Bot
Intelligent automation across your existing technology stack. Recruit new financial advisors thanks to AI-ready, scalable platform.
Analytics Calculator Bot
Calculations run as tested code, not ad-hoc prompts. Our AI harness enforces role-based access and audit logs—guardrails built into the system, not relying on LLM prompts.
AI Report & Workflow Builder
With our MCP Server on top of the data orchestration layer, you can query your data, make dashboards and create data pipelines.
You Own Your Data - YOUR CLOUD
Your data warehouse and data lake are hosted in your own cloud—Azure or AWS. You keep admin control and data sovereignty. No vendor lock-in.
Your Own Front End - BYO
Bring your own front end: your team builds it with your preferred LLM (e.g. Claude) and keeps the code in its own GitHub. We connect it and add authentication.
How it works
Seamless Integration, Powerful Automation - Your Data Journey Simplified
Book a Call
Schedule a 30-min free consultation with our Agentic AI Bot experts.
Discuss Challenges
We delve into your specific business challenges & objectives, and pick the best Bot from our library.
Sign NDAs
We prioritize data security & client confidentiality.
$0 Proof Of Concept
No specialized headcount needed. No changes to your tech stack. Quick, effortless, and free!
5 Minutes Setup
Your data warehouse is created within 5 Minutes. You decide where to host it.
1-3 Days Data Flow
Data starts flowing into your warehouse using APIs, Bots, web scraping, etc.
5-10 Days Insights
Start seeing your first insights via online dashboards within 5-10 business days.
Book a Call
Schedule a 30-min free consultation with our Agentic AI Bot experts.
Discuss Challenges
We delve into your specific business challenges & objectives, and pick the best Bot from our library.
Sign NDAs
We prioritize data security & client confidentiality.
$0 Proof Of Concept
No specialized headcount needed. No changes to your tech stack. Quick, effortless, and free!
5 Minutes Setup
Your data warehouse is created within 5 Minutes. You decide where to host it.
1-3 Days Data Flow
Data starts flowing into your warehouse using APIs, Bots, web scraping, etc.
5-10 Days Insights
Start seeing your first insights via online dashboards within 5-10 business days.
Why choose us
Predictable Pricing. Minimal Risk. Maximum Value.
Flat fee — no surprises.
Costs less than a quarter of a full-time hire.
100% free if it doesn't work.
YOUR CLOUD - Admin Control
Your data warehouse lives in your Azure or AWS account. You have admin-level control, choose your region, and guarantee data sovereignty. We never touch your admin keys.
100% data ownership with client-hosted infrastructure
BYO Front End - Keep Your Code
Your team builds the client portal with your preferred LLM (e.g. Claude). Code stays in your GitHub. We connect it to your data warehouse and add authentication, role-based access, and audit logs.
Build bespoke dashboards, not cookie-cutter SaaS
Audit-Ready Data
Benefit from accurate and readily auditable data, ensuring compliance and informed decision-making.
5x faster client onboarding
Boost Revenue
With increased efficiency & streamlined processes, you'll have more time to focus on selling.
Save 15 hours per week on mundane workload
Total Automation
Experience seamless automation across your data processes minimizing manual intervention.
200% YoY growth in client engagement
Security
Collation.AI meets international information security standards and is SOC2 certified.
32% reduction in infrastructure costs
Scalable Data Handling
A data orchestration layer over your existing stack — no change to incumbent systems.
Save 2/3 on staff salaries
Instant Insights
Get immediate access to critical information, enabling faster responses to market changes.
Avoid 2 weeks of delays in reports
Impact Numbers
Real results in numbers that speak for themselves
Over 25+ Clients
Used Our Agentic AI Bots
AI Harness, Data Orchestration Layer and Unified Data Model: The Architecture Behind Trustworthy AI
Vendor Lock-In and the Single Pane of Glass Problem
When AI Agents Start Working Together, Who Is Really in Control?
FAQ
Answers to Your Most Frequent Questions
Get in Touch
Our friendly team would love to hear from you.
