Research, read for you
Every overnight research email is read and summarized before the open. When one analyst's view breaks from the rest of the street, the agent flags it, so you can call them first.
Software for Canada's top investment managers
Custom AI built around how your fund actually works. Designed with your team and deployed inside your walls.
How we work
From first meeting to full deployment
Research synthesisWorkflow automationData aggregation
Discovery
We sit down with your PMs, analysts and operations team to choose the work worth automating.
IT and security review
We agree on data access, security and infrastructure with your IT team before we build anything.
Compliance sign-off
Your compliance team approves the plan, including every point where your people review the work.
On-site build
We build in your office and inside your systems, alongside the people who will use the tools.
Live pilot
Your team uses the tools on real work for several weeks while we refine them.
Full deployment
We roll the tools out to your whole team, then monitor and improve them as your fund changes.
Everything runs inside your environment, on the infrastructure you already use. Your data stays within your walls, under your own access controls and logging.
What we offer
Our services
Our AI agents flag issues, prepare drafts and explain their findings. Your portfolio managers, analysts and compliance team review the work and make the final call.
Every filing, the moment it lands
Quarterly financials are pulled from SEDAR+ and EDGAR as they're filed and standardized into your credit model. You're alerted the moment a metric breaks your threshold.
Risk that watches itself
Exposures, limits and scenario P&L are tracked live for every strategy. When a limit is breached, the PM gets a suggested hedge with its size and cost.
Only the beginning
These are a few of the agents we build for funds. The rest are shaped around your firm, and we show them in person.
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