Collation.AI

Solutions

Clients

About

Contact

Collation.AI

Solutions

Clients

About

Contact

Solutions

Clients

About

Contact

Elevate Your Investment Strategy with Data Revolutionized

Investment Data Management
powered by AI

+200 Clients

+87K Unique Assets

Tracked

+320 Aggregated

Custodians

2 Locations

Collation Skimmed

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.

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

Watch the video

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Watch the video

Unlocking Prosperity: Streamlined Wealth Aggregation and Reporting

Get In Touch

Why Choose Us

The Top Reasons to Choose Us

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Watch the video

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

Clients

Single Family Office

Registered Investment Advisor

Multi Family Office

Accountants

General Ledger

PDF Data Extraction

Institutions

Accountants

Solutions

Collation.AI

Collation.AI

Elevate Your Investment Strategy with Data Revolutionized

Elevate Your Investment Strategy with Data Revolutionized

Elevate Your Investment Strategy with Data Revolutionized

Investment Data Management powered by AI

Investment Data Management powered by AI

Investment Data Management powered by AI

Collation Skimmed

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.

Pain points we Solve

Pain points we Solve

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

Our Offering

Our Offering

The Top Reasons to Choose Us

The Top Reasons to Choose Us

Let's explore what we can do for you

Get in touch

United States

Switzerland

Investment Data Management
powered by AI

Investment Data Management
powered by AI

Investment Data Management
powered by AI