Collation.AI
HQ Address
263 Tresser Blvd # 9, Stamford, CT 06901, United States
Website Address
Business introduction
We solve data headaches for wealth managers
We reduce operational costs, improve workflow efficiencies by aggregating financial data via AI bots from your 'existing technology stack', and bring it into your 'fully accessible' centralized data warehouse
We empower wealth managers. We are a product company! Not an SW development shop for hire. And our mission is to simplify complex tasks, enhance productivity, and unlock new possibilities for WMs by harnessing the power of agentic AI bots.
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
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....
