AI Investment Research Assistant for Asset Managers | Powered by Bedrock

Accelerate Investment Analysis with a Generative AI Assistant in Your Secure AWS Environment

We help investment firms deploy a generative AI-powered assistant, built on Amazon Bedrock, within their own private AWS cloud environment, ensuring all data stays within their security perimeter.

This assistant supports analysts with intelligent insights, summarizing financial data, identifying trends, and streamlining portfolio research, all through a natural language interface. It securely processes structured and unstructured data like earnings transcripts, filings, and internal KPIs without exposing sensitive information externally.

Business Benefits:

• Faster, AI-assisted investment analysis and reporting
• Real-time access to insights across public filings and internal datasets
• Reduced manual research effort and improved analyst productivity
• Enhanced decision-making with consistent, explainable outputs
• Full data privacy, no data leaves your AWS environment

What’s Included:

• End-to-end deployment of the assistant in your AWS account
• Integration with internal data sources (S3, RDS, OpenSearch, etc.)
• Use of foundation models like Claude or Mistral via Amazon Bedrock
• Customized prompts and workflows for use cases like portfolio analysis, risk monitoring, and client reporting
• Optional UI integration for natural language querying
• All processing stays within your AWS infrastructure—ensuring full control, low latency, and enterprise-grade security.