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Collation.AI

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About

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Solutions

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About

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Collation.AI

Solutions

Clients

About

Contact

Clients

Single Family Office

Single Family Office

Single Family Office

Single Family Office

Single Family Office

Investment Data Management
powered by AI

Investment Data Management
powered by AI

Investment Data Management
powered by AI

Elevate Your Investment Strategy with Data Revolutionized

Elevate Your Investment Strategy with Data Revolutionized

Elevate Your Investment Strategy with Data Revolutionized

02

Locations

Clients

+200

+87K

Unique Assets Tracked

+320

Aggregated Custodians

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 ?

Wealth Data processing is still manual

Wealth Data reporting is still manual

Investment Accounting is still manual

Document Archiving is still manual

Wealth Data aggregation is still manual ?

Wealth Data processing is still manual

Wealth Data reporting is still manual

Investment Accounting is still manual

Document Archiving is still manual

Feature

Our Offering

Our Offering

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Unlocking Prosperity: Streamlined Wealth Aggregation and Reporting

Get In Touch

Why Choose Us

The Top Reasons to Choose Us

The Top Reasons to Choose Us

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Contact Us

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, 06901 Stamford – United States

Tel: +1 347 449 4818

Email: hello@collation.ai

Switzerland

Rigistrasse 2, 6300 Zug - Switzerland

Tel: +41 44 586 0012

Email: hello@collation.ai

Legal

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Clients

Clients

Clients

Clients

Clients

Clients

Collation.AI

Collation.AI

Collation.AI

We at Collation.AI use AI driven technologies to provide advanced and user-friendly reporting solutions for investment activities.

We at Collation.AI use AI driven technologies to provide advanced and user-friendly reporting solutions for investment activities.

We at Collation.AI use AI driven technologies to provide advanced and user-friendly reporting solutions for investment activities.

Single Family Office

Single Family Office

Single Family Office

Registered Investment Advisor

Registered Investment Advisor

Registered Investment Advisor

Multi Family Office

Multi Family Office

Multi Family Office

Investment Reporting

Investment Reporting

Investment Reporting

General Ledger

General Ledger

General Ledger

PDF Data Extraction

PDF Data Extraction

PDF Data Extraction

Institutions

Institutions

Institutions

Accountants

Accountants

Accountants

Solutions

Solutions

Solutions

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Ⓒ COLLATION.AI 2023. ALL RIGHTS RESERVED.

Ⓒ COLLATION.AI 2023. ALL RIGHTS RESERVED.

Ⓒ COLLATION.AI 2023. ALL RIGHTS RESERVED.

Single Family Office

Single Family Office

Single Family Office

Single Family Office

Single Family Office