Data and AI foundation

Build your proprietary AI foundation.

A proprietary data and AI foundation: built from the intelligence you already have inside your organisation.

The problem

Every fund manager is sitting on an advantage.

It lives in the research your teams have written. The decisions they have made. The risks they have spotted. The clients they understand. And the experience that walks out the door at the end of the day.

That intelligence is scattered across research, portfolio systems, client reporting, CRM, spreadsheets, emails and people's heads. Generic AI can write an email or save a few minutes. Useful? Yes. Transformational? Not yet. Enterprise AI needs the proprietary context that explains how your organisation invests, operates and grows.

How it works

The foundation, use-case first.

Use-case-led design

We start with the investment, operational or distribution capability you want to create. We then design the data architecture and technology from the outcome.

Wealth and fund management practitioners

Designed by teams who have worked with wealth managers and fund managers and understand investment decisions, operations, products, clients, risk and regulation.

A proprietary context layer

We connect what matters, structure what makes your organisation different, and create governed context AI can use safely and repeatedly.

Short, outcomes-based sprints

Value is delivered in short, outcomes-based sprints. We believe in showing the capability to help drive adoption and confidence.

The results

Compounding the intelligence already inside.

Invest better

Interrogate your own research, decisions and outcomes; find patterns across portfolios; preserve institutional knowledge.

Operate at scale

Connect investment, accounting, performance, risk, compliance and reporting, so growth does not demand headcount and risk in equal measure.

Grow more intelligently

Connect investment insight, product knowledge and client needs for more relevant conversations, retention and growth.

Trusted by industry leaders

What leaders say.

“Will spearheaded the adoption of Snowflake, establishing a source of truth. A substantial portion of our recent new AUM resulted from the data analytics his team delivered.

Managing DirectorHead of Distribution, team of 8

“The systems Will has put in place have changed the entire way we do business. The changes have meant that we have a unique competitive advantage.

Managing DirectorHead of Distribution · $4.4bn AUM

“Will is right up there with the best commercial technologists we have come across, from tech due diligence to portfolio company enhancement.

Managing DirectorVC investor · $500m AUM

Build the foundation. Unlock the intelligence.

Reporting cut from 15 business days to 1 · 30M rows analysed into trusted whitepapers · the total-portfolio methodology of US$1T managers.

Technology creates value when people can use it.

Build lasting AI capability

Lead what's next with our in-person AI masterclass, online capability platform and weekly "what's new" and executive "what matters" briefings.

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Build, design and assure agentic AI

Agentic AI you can trust: designed, built and independently reviewed, with clear accountability.

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Your advantage is already inside your organisation. Unlock it.

Schedule a call team@amplifygroup.ai