AI agents for Wealth & Asset management.
Generic chat tools fall short the moment you put AI to serious work on portfolios. portfoliochat.ai is the enterprise-grade approach.
Built for production
Like a saddle. For an AI model.
An AI model alone is unpredictable, like a horse without rider or reins. portfoliochat.ai is the harness, connected to your holdings, performance, restrictions and risk profiles.
What it knows
Holdings, performance, restrictions, risk limits and exposure. Answers are based on your data and your definitions.
How it works
Specialist agents for reporting, restrictions, news and proposals. They work autonomously and with each other.
What it leaves behind
Every step is recorded. Compliance teams and external auditors can trace any run, any time.
How it gets better
Quality is measured continuously. Workflows tune to your firm's best practices.
Where standard AI hits its limits.
Typical problems you may have already run into when putting AI to real work.
- 01
Generic chat tools leave the prep work to you
The model can reason fine. The hard part is the prep: knowing what data to pull, how to format it, how to split the question into the right steps. Generic chat tools leave that to the user.
- 02
Low-code tools hit a wall at enterprise scale
Tools like n8n and Zapier stitch a handful of steps together. Real enterprise AI workflows are far more complex. As logic grows you lose flexibility, ownership and deep customisation, exactly what core processes need most.
- 03
DIY agent kits stop short of enterprise
Claude Cowork, custom skill files and similar kits work for smaller tasks. They fall short of what a regulated firm at scale needs: real context engineering, orchestration, governance and audit.
- 04
Custom prompts have no quality measurement
Hand-tuned prompts produce inconsistent quality. Without automated evaluation, optimisation stays a trial-and-error process with no solid basis for decisions.
Portfolio context engineering
A portfolio intelligence layer turns holdings, performance, P&L, exposure, restrictions and model-portfolio fit into context an AI agent can act on.
- Structured portfolio context
- Restriction & exposure aware
- Fund look-through ready
- 14:32fetch_positionsOK
- 14:32constraints.checkOK
- 14:33draft_proposalREVIEW
Specialised agents for your workflows.
Five agents working directly on your portfolio data.
News Research Agent.
Every relationship manager walks into a client meeting knowing what moved that portfolio overnight, with sources at hand for the conversation.
- NVDA4.1%
- ASML2.8%
- TSMC2.3%
- ROCHE5.1%
- NESN3.4%
Recommendation Agent.
Turn an investment idea into a curated shortlist of assets that fit a client's portfolio, ready for PM review.
Energy transition · low overlap with current book
Single-Asset Analyst.
Everything you need to know about one position, in one view: fundamentals, contribution and the news moving it.
Portfolio & Collection Analyst.
From positions and P&L to a chart-ready portfolio narrative, ready for the next client review.
Compliance Agent.
Every trade idea is pre-checked against your firm's restrictions before it leaves the PM's desk. Less back-and-forth between PM and compliance for the standard cases.
Add 5% TSLA to model 'Growth-Tech' · affects 6 client portfolios
Müller AG
Schmidt Family
Acme Pension
Weber Trust
Keller AG
Brunner SA
- NVDA4.1%
- ASML2.8%
- TSMC2.3%
- ROCHE5.1%
- NESN3.4%
How it works
portfoliochat.ai is the operational layer that brings AI to your portfolio data.
Connect portfolio data
PMS connection, plus API, CSV, JSON or upload for holdings, restrictions and cash.
Loading data context
Holdings, performance, P&L, exposure and restrictions become AI-ready context.
Put specialized agents to work
Reporting, proposal, restriction-check, news and rebalancing agents, each with the right context.
Review
Review-ready drafts for relationship managers, trade proposals for PMs, briefings for advisors. Humans stay in control.
AI governance for regulated investment workflows
Auditable agent runs, deterministic restriction checks separate from AI reasoning, and flexible model orchestration. No vendor lock-in.
Flexible model orchestration
Switch model providers, run with local models where required, and deploy to cloud, hybrid or on-prem. No hard dependency on a single AI vendor.
Human-in-the-loop by design
Outputs are review-ready, not auto-sent. PMs, RMs, investment teams and compliance approve before client delivery or execution.
Auditable agent runs
Every workflow is logged, reviewable and improvable. Each run carries an audit trail of inputs, tool calls, sources and outputs, ready for compliance review.
Ready to put AI agents to work?
See portfoliochat.ai run on your portfolio data: reporting drafts, restriction checks and proposals, with humans in the loop.
A unique partnership to benefit you.
We teamed up with the no. 1 provider of financial data for AI agents.
You gain access to intelligence reserved for leading institutions: premium news, company filings, earnings transcripts, expert opinions and other exclusive sources.
All meticulously tracked, so AI insights run with unmatched depth.
- Premium News
- Company Filings
- Earning Transcripts
- Expert Interviews
- Financial Podcasts
Frequently Asked Questions
Common questions about portfoliochat.ai.
Let's talk about your workflows.
Get in touch. We'll walk through reporting, rebalancing, proposal and briefing use cases on your portfolio data.