Collation.AI
HQ Address
263 Tresser Blvd # 9, Stamford, CT 06901, United States
Website Address
Business introduction
A Centralized Data Warehouse where workflows are operated by AI Bots
Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns
We are a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for wealth managers.
We originated from Canopy.cloud, which reports on over US$170 billion in assets and is supported by family offices, Credit Suisse, and UBS.
A centralized data warehouse where workflows are operated by AI Bots.
Providing our clients full admin access to their data warehouses addresses all of their privacy concerns.
Collation.AI Solutions
Data Aggregation & Analytics
Data in PDF is quite complex (Alternative Investments), Data in API/CSV (Custodian Bank, Broker Data), Data in Excel (Trust Structures, Real Estate, Insurance & etc.). Most vendors impose the same rigid data structure (i.e. single schema in a single database) on all clients. This means that they can only solve ‘’common’’ problems......
business needs
view solutionGeneral Ledger
Let your accounting system report on everything except for financial investments. Let us become the source of truth and provide all sorts of analytics on financial investments. We then generate General Ledger (GL) entries on all the financial investments. Create a trade blotter from the General Ledger....
business needs
view solutionInvestment Reporting
So, we are happy to create reports to meet any specific requirement. There is a manhour linked cost for them, or you can build these reports by yourself or utilize CoPilot AI to get these build automatically for you....
business needs
view solutionPDF Data Extraction
Iterative process of blending Prompt Engineering, Optimized AI models & Time Series analysis. Generative AI overcomes these issues and solves the problems....
