Collation.AI
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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
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.
Feature
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
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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
Switzerland
Rigistrasse 2, 6300 Zug - Switzerland