AI Teammates for Asset Management
Asset managers face the challenge of synthesizing vast amounts of research, maintaining rigorous compliance, and delivering personalized client experiences — all while controlling costs. SphereIQ AI Teammates handle the information-intensive work so your investment professionals focus on alpha generation and client relationships.
What Asset Management AI Teammates Handle
Deploy AI teammates that handle research synthesis, reporting, and compliance monitoring — so your investment professionals focus on alpha generation and client relationships.
AI Teammates aggregate research from sell-side, internal analysts, news, and data feeds — summarizing key insights, flagging conflicts with portfolio thesis, and preparing briefing packages for PMs.
AI Teammates aggregate research from sell-side, internal analysts, news, and data feeds — summarizing key insights, flagging conflicts with portfolio thesis, and preparing briefing packages for PMs.
Client reports, factsheets, and regulatory disclosures generated from live portfolio data — accurately reflecting performance, attribution, and risk metrics without analyst hours.
Client reports, factsheets, and regulatory disclosures generated from live portfolio data — accurately reflecting performance, attribution, and risk metrics without analyst hours.
Portfolio positions continuously checked against investment guidelines, mandate restrictions, and regulatory limits — with breaches flagged before execution and exception reports generated automatically.
Portfolio positions continuously checked against investment guidelines, mandate restrictions, and regulatory limits — with breaches flagged before execution and exception reports generated automatically.
Routine client queries answered from approved content, portfolio commentary drafted for review, and meeting prep packages assembled automatically — freeing RMs for higher-value conversations.
Routine client queries answered from approved content, portfolio commentary drafted for review, and meeting prep packages assembled automatically — freeing RMs for higher-value conversations.
Form 13F, AIFMD, MiFID II transaction reporting, and other regulatory filings populated from trade and portfolio data — reducing manual effort and filing risk.
Form 13F, AIFMD, MiFID II transaction reporting, and other regulatory filings populated from trade and portfolio data — reducing manual effort and filing risk.
Why This Beats Traditional Approaches
What changes when AI handles research synthesis and operational reporting.
Frequently Asked Questions
SphereIQ integrates with your OMS and compliance platforms — Charles River, Aladdin, SimCorp — to monitor compliance rules continuously. For firms that require read-only integration during initial deployment, we support data-feed configurations that preserve your OMS security boundaries while enabling real-time compliance monitoring.
SphereIQ synthesizes research from Bloomberg, FactSet, broker reports, and earnings transcripts with source attribution — every claim in a research summary links back to the underlying source. Portfolio managers review and validate synthesized research before acting on it. The AI accelerates synthesis; human judgment governs how it's used in investment decisions.
We integrate with BlackRock Aladdin, Charles River IMS, SimCorp Dimension, Advent Geneva, and major custodian data feeds. Client reporting integrations include Addepar, Orion, Tamarac, and custom CRM platforms. Integration scope is scoped during the discovery phase based on your specific tech stack.
Yes. SphereIQ generates client-specific performance reports drawing from your portfolio accounting system, applying each client's benchmark, fee schedule, and reporting format preferences. For firms with hundreds of client accounts, this eliminates manual report customization and reduces report production time from days to hours.
Yes. For active managers, the focus is on research synthesis, portfolio monitoring, and client reporting. For passive and quantitative strategies, the AI supports compliance monitoring, operational reporting, and client communication at scale. The workflows are configured to your investment process, not a generic template.
30-Day Asset Management AI Pilot
Deploy one AI teammate on real production data. See measurable results before committing.
Fixed Scope
One AI teammate, one workflow, clear boundaries. No scope creep.
Fixed Price
Transparent pricing with no hidden fees or surprise overages.
Clear Success Metrics
Pre-defined KPIs with weekly dashboards so you see ROI from day one.