# Collation.AI

> Collation.AI is an AI-native data aggregation and automation platform for wealth management firms — RIAs, Family Offices, and Banks. It aggregates financial data from any source (portfolio management systems, custodians, banks, spreadsheets, PDFs) into a unified data warehouse, then applies Agentic AI Bots to automate reporting, reconciliation, and data auditing.

## What Collation.AI Does

- Aggregates financial data from any source: custodians, banks, PMS, CRM, GL, spreadsheets, PDF statements
- Processes complex financial documents (K-1s, bank statements, custodian statements, capital call notices) using AI
- Automates data reconciliation, reporting, and auditing via Agentic AI Bots
- Provides a unified data warehouse that connects to any downstream analytics or reporting tool
- Enables "Vibe Coding" — AI-assisted custom report and workflow building with compliance guardrails

## Who Uses It

- Registered Investment Advisors (RIAs)
- Family Offices
- Wealth Management firms
- Banks with private banking or wealth divisions

## Key Differentiators

- Model-agnostic: customers choose which AI model processes their data (commercial LLMs or locally hosted open source models such as Qwen3 series)
- No AI training on client data — ever
- Customer-controlled data warehouse: hosted in your cloud or ours (Microsoft Azure)
- SOC 2 Type II certified and ISO 27001 certified
- Built by the team that managed $170B+ in assets at Canopy
- 25+ wealth management clients, $100B+ in assets under reporting

## Security & Compliance

- SOC 2 Type II certified (2024 report available)
- ISO 27001 certified
- Annual third-party penetration testing (August 2025 report available)
- AES-256 encryption at rest, TLS 1.2+ in transit
- MFA mandatory for all system access
- Microsoft Azure infrastructure, US-based data centers
- GDPR compliant — Data Protection Agreement available
- Security Incident Response Team (SIRT) with documented IR policy
- Full security documentation package available at: https://www.collation.ai/security

## Pages

- [Home](https://www.collation.ai): Overview of platform, use cases, pricing, and FAQ
- [Solution / Company Overview](https://www.collation.ai/company-overview): Detailed product capabilities and architecture
- [Security](https://www.collation.ai/security): Full security posture, certifications, downloadable policy documents
- [Connections](https://www.collation.ai/connections): List of direct data connections (custodians, banks, PMS systems)
- [Case Studies](https://www.collation.ai/case-studies): Customer use cases and outcomes
- [Blog](https://www.collation.ai/blog): Articles on AI, wealth management, data aggregation, and financial technology
- [About Us](https://www.collation.ai/about-us): Team background and company history
- [Privacy Policy](https://www.collation.ai/privacy-policy): Data privacy practices

## Key Blog Topics

- Agentic AI in wealth management
- Data aggregation for RIAs and Family Offices
- AI-powered financial reporting
- Secure AI infrastructure for financial services
- SOC 2 and compliance for AI vendors

## Contact

- Website: https://www.collation.ai
- Email: hello@collation.ai
- Schedule a demo: https://www.collation.ai/schedule-demo

## Security Documents (publicly available)

- SOC 2 Type II Report (2024): https://www.collation.ai/downloads/Collation%20AI%20Inc.%20SOC%202%20Type%202%20Report%202024.pdf
- Penetration Test Report (Aug 2025): https://www.collation.ai/downloads/Pen%20Test%20Report_Aug.%202025.pdf
- Security page with all policy downloads: https://www.collation.ai/security