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AI in your financial practice
Edge helps wealth managers and family offices use AI in their daily work, with clear control over costs and the confidentiality client information requires.
We start with your portfolio systems, research sources and documents. Summaries, comparisons and reporting drafts are prepared from the information you select. Connections depend on your systems, licences and access rights.
You define approved tools, access rights and review steps. We agree on usage budgets and help you follow spending. Sources, assumptions and figures stay close to the analysis so your team can check the work before using it.
Access and hosting are configured around your firm’s requirements, on your premises or in the cloud. Zero Data Retention is available for the models and features covered by the provider agreement.
The instructions, analytical methods and skills developed for your team belong to you. They remain portable across models and tools, preserving the knowledge and working practices you build over time.
A mod brings your applications, analysis instructions and model preferences together. Here, Edge applies a portfolio-analysis setup that your team can reuse and adapt.
EdgeFor financial mindsEdge. Ready when you are.
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- Skill
- Not configured
- Model
- Default
Illustrative setups. Connected apps depend on your licences and access.
We begin with a defined workflow, an agreed budget and review criteria. We configure the tools and train your team, then adjust the setup based on the work it produces.