Investment Data Management powered by AI

Elevate Your Investment Strategy with Data Revolutionized

Investment Data Management
powered by AI

Elevate Your Investment Strategy with Data Revolutionized

Investment Data
Management
powered by AI

Elevate Your Investment Strategy with Data Revolutionized

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.