Overview
Automating the Investment Guidelines Lifecycle
Offer a natural language based interface to query key terms and conditions on Investment Management Agreements (IMA), Policy Statements or Prospectuses, allowing for faster onboarding of new clients, as well as updating existing investment terms. Faster onboarding of IMAs allows Portfolio Managers to quickly respond to time-sensitive market opportunities and generate value for their clients. The context supported responses give users confidence in the responses, enabling widespread adoption.
Highlights
- Improved Efficiency and Accuracy
- Increased Scalability
- Explainable Results
Details
Unlock automation with AI agent solutions

Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/12 months |
---|---|---|
Subscription Service | One-time payment Subscription | $240,000.00 |
Vendor refund policy
Custom policy
Custom pricing options
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
Support email: lassupport@na.linedata.com . Global Support Model
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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