How we use AI to redefine Multi-Asset Class Investment Analysis and Reporting
Introducing Cogendi's AI-Powered Virtual Analyst
Experience a new level of investment analysis and decision-making with our AI-powered Virtual Analyst. Available 24/7, this cutting-edge tool transforms how you and your stakeholders interact with your investments and portfolios. With our highly trained, always-on assistant, you’ll save valuable time and boost efficiency—while retaining full control over your data.
Interactive, Real-Time Analytics
Ask anything
Meet your dedicated investment expert. The Virtual Analyst enables you to instantly access detailed insights on performance, contributions, exposures, transactions, characteristics, and more across any portfolio—whether for listed or illiquid assets.
Read more Read lessWith seamless verbal or typed interaction, you can get the answers you need without intermediaries or delays. It's fast, precise, and right at your fingertips.
Secure, Robust, and Fully Integrated
Our AI-powered Virtual Analyst is deeply integrated into Cogendi’s proven analytical and portfolio engines, ensuring your data is analysed securely within your environment.
Read more Read lessYour information stays safe, and the results are as reliable as ever—without being shared externally. This partnership between AI and our robust analytics gives you complete confidence in every interaction.
Always Ready, Seamlessly Integrated
The Virtual Analyst fits effortlessly into your Cogendi Analytics environment, always available for action. Whether you prefer to talk or type, it feels as natural as interacting with your smartphone. The user-friendly design makes accessing powerful insights quick and intuitive.
Full Control, Tailored for Your Organisation
You decide what information and analytics are accessible to each user in your organisation, from analysts and portfolio managers to C-level executives and investors. The Virtual Analyst guides each user, ensuring they can only access relevant data, offering peace of mind and precision.
Elevate Your Insights
Co analyse everything
Imagine having a personal AI sparring partner—always available to deepen your analysis.
The Virtual Analyst can help you explore every result and widget in detail, providing insightful commentary that takes your understanding to the next level. You won’t just get answers—you’ll gain perspective, transforming your decision-making process.
From Analysis to Commentary—Instantly Shareable
Once your analysis is complete, the Virtual Analyst helps you instantly generate and share commentary with stakeholders, whether for market insights, portfolio updates, or client reports. It streamlines communication and ensures everyone is aligned.
This is Just the Beginning
and It’s Exciting
With Cogendi's AI-powered Virtual Analyst, the future of investment analytics is already here. We are progressively empowering areas of our Solution with AI to allow you to do more and better whilst remaining in control.