Research and Guides

Summaries of Our Research And Applications of Artificial Intelligence

Artificial intelligence

AI NAV Oversight and Service Provider Performance Tracking

A newly released AI NAV Oversight method increases detailed coverage of each position while enabling managers to track service provider performance.

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How to Avoid 5 Costly AI Mistakes

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10 Critical Questions

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Decision Simulations

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AI to Improve Exception Handling

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Predicting NAV errors with accounting data

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Detecting and correcting "eye glaze syndrome" when reviewing errors

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Using AI to find errors in financial and regulatory statements

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Applying AI to match OTC derivative confirmations

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Selective Team

Team members drawn from top research universities like Harvard, Yale, MIT, and Michigan
Several PhDs on staff

Academic Advisors

Joint reinforcement learning agent research with Yale
Advisors from Harvard, Oxford, and Yale

AI-First Platform

Deep research agents specialized in financial transactions

AI reads and indexes all sources of data and docs

Trusted Data

Tracks and measures agent and algorithm performance
SOC1 certified
ISO 27001 certified

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