AI Advisory
Customized research solutions for institutional clients. We will help you find a specific way for AI to bring measurable value to your business.
Why AI Right Now?
AI is changing the rules of the game in finance. Firms that adopt it early will gain a decisive competitive advantage — in speed of analysis, depth of insight, and consistency of decision-making.
We do not just sell technology. We help identify where AI will bring a measurable impact — and then we execute it.
Who is AI Advisory For?
Exclusively for clients with their own investment policy, compliance rules, and regulatory obligations.
Family Offices
Wealth management with a need for in-depth analysis of alternative asset classes and customized portfolio monitoring.
HNWI Clients
High-net-worth individuals seeking support for their own investment strategy beyond standard products.
Asset Managers
Asset managers who require the automation of due diligence processes, counterparty screening, and more efficient research data processing.
Financial Institutions
Banks, brokerage firms, and investment houses with requirements for KYC support, market monitoring, and automated reports for internal use.
What We Specifically Solve
Bonds and Commodities
In-depth structured analysis of corporate and government bonds, commodities, and crypto-assets within the scope of MiCA.
Automated Due Diligence
Internal reports for account managers, KYC support, and counterparty screening.
Market Monitoring
Extended coverage of more than 30 instruments in daily reporting (beyond the scope of the standard report).
White-Label Research
Automated reports under your own brand for your clients.
Format Customization
Definition of tickers, asset classes, format, and frequency exactly to your specifications.
What AI Advisory Is Not
We work exclusively with client-provided specifications and data from professional providers. Customization occurs at the level of technology and format — not at the level of recommendations.
- We do not create portfolio models
- We do not provide investment recommendations
- We do not assess the suitability of instruments for the client's needs
All AI Advisory clients enter into a written framework agreement for the provision of research and technological services. Specific investment decisions are made solely by the client.
The Process from A to Z
From the initial consultation to full integration and operation.
Initial Consultation
We understand your needs, processes, and regulatory environment. No obligations, no fees.
Solution Proposal
We define the scope, data sources, output format, frequency, and technical requirements.
Agreement and Setup
We sign a framework agreement and perform the technical setup, including API and data source integration.
Operation and Iteration
We continuously evaluate the outputs and iterate based on your needs and feedback.
Ready to start collaborating?
Let us know about your needs and we will prepare a specific proposal. The initial consultation is non-binding.