Analyses market and portfolio data to support decisions.
Developed in Germany · Hosted in the EU or on-premises
Delivered together with
Sovereign hosting in Germany, single-tenant from the first user.
Legal, tax and compliance expertise for legally sound deployment.
Advisory and implementation for the public sector, starting with the AI readiness assessment.
The analyst pulls prices and metrics from the market data terminal, holdings from the portfolio management system and notes from the research database. The figures go into the template, month-on-month changes are recalculated and text blocks from the last briefing adjusted. If a figure arrives late, it has to be updated in every section where it appears.
The investment committee gets figures as at the reporting date, because 50% faster research cycles turn two days of compiling into one.
The 50% speed-up in research cycles is this agent's headline figure. The 23 positions in the mandate and the six funds priced the next day describe a typical run-up to a committee meeting; they are not measured values.
The agent pulls prices, metrics and risk figures for the positions in the mandate and compares them with the booked holdings. It calculates the month-on-month change for every position.
Mandate PFM-4412, 23 positions as at 28 August 2026, 6 of them priced the next dayThe agent flags every position whose metric falls outside the mandate's limits and attaches the research note. Every flag carries the value, the comparison value and the reference.
3 flagged positions, including issuer B above the mandate's weighting limitThe agent builds a briefing from figures, flags and sources using the house template. The investment analyst adds his assessment before it goes to the committee.
briefing_PFM-4412_2026-09-01.pdf, 23 positions, every figure with source and reporting dateIt compiles data, flags and sources. The investment committee decides on buying and selling; execution happens in the trading system.
It names the deviation, the comparison value and the reference. The investment analyst writes the judgement on it into the briefing.
Every figure carries its reporting date, here 28 August 2026. For anything that happens in the market afterwards, the portfolio manager looks to the terminal, not the document.
Connected systems
Operations
A pilot typically runs on your own data within 6 to 8 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.
EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.