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A Centralized Data Warehouse where workflows are operated by AI Bots

Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns

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A Centralized Data Warehouse where workflows are operated by AI Bots

Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns

gradient

A Centralized Data Warehouse where workflows are operated by AI Bots

Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns

Who We Are

Welcome to Collation.AI

Welcome to Collation.AI

Our Mission

We’re on a mission to redefine the way wealth professionals collate, analyze and report financial information.

Our Clientele

Our clients are Single Family Offices, Multi Family Offices, Wealth Managers, RIAs, Accountants, Trustees, Private Bankers etc. who want to create highly relevant and insightful reports for their customers.

How We Help?

Pain points we Solve

How We Help?

Pain points we Solve

Wealth Data Aggregation is still manual?

Data Processing is still manual?

Reporting is still manual?

Investment Accounting is stil manual?

Document Archiving is still manual?

Pain points

Data can be in many different formats and it is hard to aggregate, standardize, normalize, reconcile, and report on the data that is in different formats i.e. Data in PDF which is very complex (Alternatives, Bank Statements <outside North America>, Data in API/CSV (Bank, Broker and Custodian data), Data in Excel (Family Tree, Trust Structures, Real Estate, Insurance & etc.).

Solution

The Solution is replacing manual work by correctly configured Artificial Intelligence (AI)

Collation.AI converts incoming PDF Data format into a CSV Data format via AI tools.

We also aggregate your data across your incumbent portfolio booking systems (PMS), accounting systems, client relationship management systems (CRM), order management systems (OMS), financial planning systems (FP) & etc.


Wealth Data Aggregation is still manual?

Data Processing is still manual?

Reporting is still manual?

Investment Accounting is stil manual?

Document Archiving is still manual?

Pain points

Data can be in many different formats and it is hard to aggregate, standardize, normalize, reconcile, and report on the data that is in different formats i.e. Data in PDF which is very complex (Alternatives, Bank Statements <outside North America>, Data in API/CSV (Bank, Broker and Custodian data), Data in Excel (Family Tree, Trust Structures, Real Estate, Insurance & etc.).

Solution

The Solution is replacing manual work by correctly configured Artificial Intelligence (AI)

Collation.AI converts incoming PDF Data format into a CSV Data format via AI tools.

We also aggregate your data across your incumbent portfolio booking systems (PMS), accounting systems, client relationship management systems (CRM), order management systems (OMS), financial planning systems (FP) & etc.


Wealth Data aggregation is still manual ?

Data processing is still manual

Reporting is still manual

Investment Accounting is still manual

Document Archiving is still manual

Who We Are

Welcome to Collation.AI

Our Mission

We’re on a mission to redefine the way wealth professionals collate, analyze and report financial information.

Our Clientele

Our clients are Single Family Offices, Multi Family Offices, Wealth Managers, RIAs, Accountants, Trustees, Private Bankers etc. who want to create highly relevant and insightful reports for their customers.

How We Help?

Pain points we Solve

How We Help?

Pain points we Solve

Wealth Data Aggregation is still manual?

Data Processing is still manual?

Reporting is still manual?

Investment Accounting is stil manual?

Document Archiving is still manual?

Pain points

Data can be in many different formats and it is hard to aggregate, standardize, normalize, reconcile, and report on the data that is in different formats i.e. Data in PDF which is very complex (Alternatives, Bank Statements <outside North America>, Data in API/CSV (Bank, Broker and Custodian data), Data in Excel (Family Tree, Trust Structures, Real Estate, Insurance & etc.).

Solution

The Solution is replacing manual work by correctly configured Artificial Intelligence (AI)

Collation.AI converts incoming PDF Data format into a CSV Data format via AI tools.

We also aggregate your data across your incumbent portfolio booking systems (PMS), accounting systems, client relationship management systems (CRM), order management systems (OMS), financial planning systems (FP) & etc.


Wealth Data Aggregation is still manual?

Data Processing is still manual?

Reporting is still manual?

Investment Accounting is stil manual?

Document Archiving is still manual?

Pain points

Data can be in many different formats and it is hard to aggregate, standardize, normalize, reconcile, and report on the data that is in different formats i.e. Data in PDF which is very complex (Alternatives, Bank Statements <outside North America>, Data in API/CSV (Bank, Broker and Custodian data), Data in Excel (Family Tree, Trust Structures, Real Estate, Insurance & etc.).

Solution

The Solution is replacing manual work by correctly configured Artificial Intelligence (AI)

Collation.AI converts incoming PDF Data format into a CSV Data format via AI tools.

We also aggregate your data across your incumbent portfolio booking systems (PMS), accounting systems, client relationship management systems (CRM), order management systems (OMS), financial planning systems (FP) & etc.


Wealth Data aggregation is still manual ?

Data processing is still manual

Reporting is still manual

Investment Accounting is still manual

Document Archiving is still manual

Proudly Featured On

Proudly Featured On

Feature

Our Offering

Our Offering

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

The Top Reasons to Choose Us

The Top Reasons to 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

Let's explore what we can do for you

Let's explore what we can do for you

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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