AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio.
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CognitiveScale Cortex AI
Developing AI solutions requires an engineering approach that is resilient, open and repeatable to ensure necessary quality and agility is achieved. Until today these efforts are missing the foundation to address these challenges amid a sea of point tools and fast changing models and data. Collaborative developer platform for automating development and control of AI applications across multiple personas. Derive hyper-detailed customer profiles from enterprise data to predict behaviors in real-time and at scale. Generate AI-powered models designed to continuously learn and achieve clearly defined business outcomes. Enables organizations to explain and prove compliance with applicable rules and regulations. CognitiveScale's Cortex AI Platform addresses enterprise AI use cases through modular platform offerings. Our customers consume and leverage its capabilities as microservices within their enterprise AI initiatives.
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HAWK:AI
Hawk AI combines AI with traditional rule-based approaches to monitor financial transactions in real-time, delivering next-generation anti-money laundering compliance for financial institutions. The solution offers classic rule-based models, which are enhanced by auto-closing features based on machine learning models that learn from the investigator’s own decisions through our case manager.
Hawk AI uses an unsupervised machine learning model, Anomaly Detection, to identify new patterns of crime through insights from the overarching nature of the platform spanning multiple financial institutions. The platform provides full transparency of machine decisions to deliver the necessary clarity for regulators that require “explainable AI”, as well as instill trust in the machine's decisions. Using Artificial Intelligence to maximize automation, Hawk AI delivers a significant cost benefit through an up to 70% reduction of required resources.
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Grace Enterprise AI Platform
The Grace Enterprise AI Platform, the AI platform with full support for Governance, Risk & Compliance (GRC) for AI. Grace offers an efficient, secure, and robust AI implementation across any organization, standardizing processes, and workflows across all your AI projects. Grace covers the full range of rich functionality your organization needs to become fully AI proficient and helps ensure regulatory excellence for AI, to avoid compliance requirements slowing or stopping AI implementation. Grace lowers the entry barriers for AI users across all functional and operational roles in your organization, including technical, IT, project management, and compliance, while still offering efficient workflows for experienced data scientists and engineers. Ensuring that all activities are traced, explained, and enforced. This includes all areas within the data science model development, data used for model training and development, model bias, and more.
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