Revolutionizing Data for Your Investment Success
Mission
We’re on a mission to redefine the way wealth professionals collate, analyze and report financial information.
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About clients
This integration empowers you to showcase your strengths, navigate the app with ease, and maximize your productivity, ultimately enhancing your overall experience and effectiveness.
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Revolutionizing Data for Your Investment Success
We will cover all asset classes from Listed Equity, Bonds and Funds to Derivatives, Private Equity and Hedge Funds. We cover all geographies and all currencies (including crypto)
Collation.ai stores each clients data in their own separate database. We manage all the integrations and ensure data integrity. Clients have the ability to add their own data to this database.
large set of analytics and reports is available out of the box. Clients also have the ability to create their own reports, either manually or by using our AI drive plain English interface.
Clients can connect their database to any analytics tool they wish ranging from Power BI and Tableau to Data Bricks and Snowflake. Microsoft Co-Pilot for Power BI will be available when launched
If you were imagining a world where you can effortlessly convert all your raw data into insights using the power of AI, then that is exactly the world we are creating
If you have any further questions, feel free to get in touch with our team.
Do you offer any discounted plans?
Do you offer any discounted plans?
Do you offer any discounted plans?
Do you offer any discounted plans?
Do you offer any discounted plans?
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