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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 are We?

Collation.AI is a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for Wealth Managers.

Our Bots extract data, put it into a data warehouse, ensures data integrity

Learn More about the problems we solve

Who are You?

Who are You?

Are you a Family Office or RIA?​
Do you work with multiple data silos?
Do you throw people at your Data Problems​?

Learn More our Clientele

The Value Proposition?

Our Bots help reconcile your financial data so that you can have clean data crucial for better financial decisions

We offer you a data warehouse where data is aggregated and workflows to reconcile across data silos

No change required to your current technology stack ​

Learn More about our Solutions

Who are We?

Collation.AI is a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for Wealth Managers.

Our Bots extract data, put it into a data warehouse, ensures data integrity

Learn More about the problems we solve

Who are You?

Are you a Family Office or RIA?​
Do you work with multiple data silos?
Do you throw people at your Data Problems​?

Learn More our Clientele

The Value Proposition?

Our Bots help reconcile your financial data so that you can have clean data crucial for better financial decisions

We offer you a data warehouse where data is aggregated and workflows to reconcile across data silos

No change required to your current technology stack ​

Learn More about our Solutions

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Let's explore what we can do for you

Let's explore what we can do for you

Get in touch

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263 Tresser Blvd Floor 9, Stamford, CT 06901 United States

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