Find the knowledge
Retrieve approved mandate, policy and research documents.
AI FOR ASSET MANAGEMENT
Bring research and mandate context together.
Help investment operations and research teams navigate approved material and prepare traceable review documents.
Solution blueprint · configure and validate with your teamDatabrew / Asset managementIllustrative demo
YOU ASK
Prepare a mandate-review brief with source references and highlight questions for the investment committee.
FINDING THE CONTEXTIn progress
Reading the question
01 / 11Simulated workflow. No live data.
Illustrative workflow playing.
About this example
No trade execution or personalised investment recommendation is implied. Specialists verify figures, suitability and disclosures.
A PRACTICAL STARTING POINT
Put context to work.
Three workflows to scope in your pilot. The people and evidence matter as much as the output.
Prepare the work
Prepare commentary drafts grounded in permitted reports.
Coordinate the next step
Assemble a review checklist for evidence, disclosures and outstanding questions.
THE KNOWLEDGE BEHIND THE WORK
Start with sources
your team can trust.
- Mandate documents
- Approved research
- Permitted portfolio reports
Agree ownership, access rules, document versions and freshness before connecting a source.
INTEGRATION STARTING POINTS
LSEG ResearchResearch API · RecommendedIntapp DealCloudDealCloud API · RecommendedSnowflakeSnowflake SQL API · RecommendedPower BIPower BI REST APIs · RecommendedSharePointGraph / SharePoint REST · Connector foundation
Recommended systems to assess—not active connections. Check each listing for its readiness, source documentation and implementation requirements.
THE HUMAN REVIEW BOUNDARY
Useful assistance.
Accountable decisions.
No trade execution or personalised investment recommendation is implied. Specialists verify figures, suitability and disclosures.
Explore security and deploymentThe next chapter is yours.
What could your
people do next?
Start with one question.
Discover what becomes possible.