Solving your hardest problems with AI and Data

Investment teams miss hidden signals in information overload. Sales teams shouldn’t guess where their leads are coming from. Operations drown in manual work.

Our AI cuts through the chaos—surfacing alpha, providing superior client information and automating workflows—so you move faster, smarter, and 40%-90% more efficiently.

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Testimonials

Why work with us?

Find valuable signals and insights
Combine your proprietary data with market info for accurate, tailored analysis.
Build superior client relationships and uncover leads
Understand your client better through analysing marketing activities and bespoke investment returns.
Save hours of repetitive, boring work by automating
your processes and tasks
Cut out manual work so your team can focus on the big decisions.
Will at the LinkedIn Executive Luncheon, speaking with other panellists.

Who do we work with?

Board and Senior Executives
Super funds, asset owners and asset managers
Fund managers and family offices
Marketing, distribution and client engagement
What does AI mean for my business?

We have delivered over 2,000 masterclasses and education sessions for Board and professionals to get everyone excited about AI and deploy AI within guardrails.

Our Data, AI, Technology SWAT team can work with you to pilot and implement use cases which are already used by the industry to showcase AI’s capabilities.

Our data and AI strategy and roadmap is pragmatic and results driven.

Our Gamechanger Plan provides the roadmap for technology to be a gamechanger for your business, slashing the costs in your business and for your team members to do more value added work.

Where getting an industry insights report out earlier is a competitive advantage and you need access to information for fast decision making.


For operating businesses, we can get your data from multiple sources and automate reporting for you.


We have prepared whitepapers from 30,000,000 rows of data and combining these with proprietary data for trusted and unique insights.

We’ve helped reduce automated reporting times from 15 business days down to only one 1 day. Perhaps we can help you too?

Multi-assets total portfolio view
We have integrated external research, internal operations, custodian and fund admin reports to give you a single, near-real time view of your portfolio. The same methodology is used by US$1trillion fund managers.

Pick the right signals from the 30 research reports you receive every day to make the right decision.

For multi-assets managers who want to combine all your managers information.
For private credit fund managers who want to streamline information from your trust managers into coherent dashboards.

Visualise your portfolio just the way you want it.

Combine and analyse loan tapes for advanced insights and trends analysis on your portfolio. The same methodology used by institutional investors.

Real time portfolio insights and reporting

Spending hours preparing investors’ and committee reports? Let us speed it up with automated AI drafts.

For fund managers and family offices with public and private investments who want to use data to tell the story of how they are investing and to manage risks. We can combine private and public market assets and analysis for you.

Streamline information gathering from public sources to identify competitors’ trends and target companies’ performance.

Combine and analyse loan tapes for advanced insights and trends analysis on your portfolio. The same methodology used by institutional investors.
IT Solutions Services
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Integrate platforms, external database and marketing activities

Drive sales by getting flows information and marketing activities at your fingertips.

Lead scoring and engagement prioritisation helps you identify the hottest leads.

Saving your distribution and investment teams’ time and responding to clients more accurately and consistently.
Don’t let Salesforce be a white elephant. We have implemented Salesforce for 50 Managing Directors across corporate advisory, wealth management, mortgages and fund managers. We know what works.
Marketing Services
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3 ways we can work with you

We Advise

Here to help you get ahead

  • Decode what Al really means for your business.
  • Design a practical, future-ready Al strategy.
  • Build a rock-solid data foundation across your firm, fund & portfolio company.

We Build

Turn vision into reality

  • Rapid pilots of proven use-cases with our SWAT Team.
  • Secure, production-grade Al tools deployed in your environment.
  • Architect an Al-first operating model for sustained advantage.
  • Our turnkey data warehouse and AI pilots are completed within 12 weeks.

We Coach

APAC’s best GenAl training

  • Chosen by 3 of the ASX Top 10 and dozens of forward-thinking organisations.
  • Hands-on masterclasses & board briefings that turn curiosity into capability.
  • Custom curricula delivered in-house or through partners (latest: CFA Society Singapore) Participant rating: 9.6/10 – “the best Al training we’ve ever had”.

Solving your hardest problems with AI and Data