The agentic analysis tool taking you from data and research to portfolios
Ask a question in plain English and get a modeled answer. AMSSAI turns simple questions into data pulls, models and optimized portfolios — with a full audit trail behind every step.
Run research and portfolio workflows using a simple LLM interface. Conversations not coding.
In the legacy world, every new idea has to wait on a data pipeline, data mapping, data cleansing, robust Python development, or even a spreadsheet before anyone in research or portfolio management can build a thesis. AMSSAI not only eliminates that work but also gives you powerful agents to enhance your research time to market.
- Research is locked behind SQL and Python — analysts wait on data teams to pull and join datasets before they can test an idea.
- Portfolio construction is manual — rebalancing and optimization happen in spreadsheets disconnected from the latest models.
- Model research doesn't scale — most desks can only test a handful of new models a quarter.
- Model decisions are opaque — nobody has a clear record of which model drove which allocation.
- Natural-language data query — ask any question across market, fundamental, and alternative data and get an answer, not a ticket.
- Model creation — generate, backtest, and monitor new models continuously, with full lineage.
- Portfolio ideas from models — build, rebalance, and optimize portfolios against your constraints, grounded in your models, in conversation.
Three integrated modules. One agentic platform.
Modernizing the research and portfolio workflows with quant precision and speed.
Find & Query Data
Ask your data anything, in plain English, and get a modeled answer.
- Query market, fundamental & alt data conversationally
- Automatic joins across vendor feeds
Create Models
Generate, test, and monitor models continuously, at research speed.
- Automated backtesting and decay monitoring
- Full lineage from hypothesis to production
Explore Portfolio Ideas
Build, rebalance, and optimize portfolios based on your models, through conversation.
- Constraint-aware construction and optimization from natural language
- Instant what-if scenarios
The first agentic platform built for asset managers
One vendor model — removing the vendor long tail that fragments today's investment research stack.
Built end-to-end for AM workflows
Purpose-built for the realities of asset management — compliance, data entitlements, and model risk — not a general-purpose copilot retrofitted to finance.
Deep data integrations
We're partnered with Quant Data Bureau to provide out-of-the-box content that powers your queries — but the platform is entirely data-agnostic and works seamlessly with all incumbent data solutions.
LLM-agnostic agent layer
Works across all frontier and open-weight models, giving you the ability to swap, inspect, compare, and audit against different LLMs.
Secure control of your IP
A secure container protects your markdown files end to end, ensuring your IP remains your IP.
See the agent at work
Talk to our team about how AMSSAI turns natural language into data answers, models, and portfolios.
Contact us →