Silver Sponsors
Finpilot.ai
Profile
Finpilot is the AI intelligence layer built specifically for asset allocators. Sitting at the center of the investment office, it connects directly to clients' CRM, RMS, document management systems, note-taking apps, and other systems of record to surface information, automate manual processes, and communicate with their data in ways never possible before. Clients using Finpilot reduce the amount of time they spend on investment research, manager due diligence, underwriting, and portfolio monitoring by more than 60%.