The Trusted Data Foundation
for AI-Powered Wealth Management
We create the data infrastructure that powers AI agents like Claude—enabling automated reporting, analytics, and workflows for wealth managers with trusted, household-level data.
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See Collation.AI in Action
Watch how we transform data chaos into actionable intelligence in 2.5 minutes
Challenges you're facing
Breaking Through Data Barriers That Hold Your Business Back
Disconnected Data
Data is fragmented across systems.
Registered Investment Advisor operations teams waste 3 hours per day to aggregate data.
No Cloud Control or Data Sovereignty
Your data sits in a vendor's multi-tenant cloud. You don't have admin control, can't choose Azure or AWS regions, and can't guarantee data sovereignty.
Family offices handling UHNWI data need admin-level control, not vendor-managed access.
Locked Into Vendor's UI
You're forced to use the vendor's shared SaaS interface. Your team can't build a bespoke front end with your preferred LLM (e.g. Claude) or keep the code in your own GitHub.
Advisors want to vibe-code custom dashboards, not settle for one-size-fits-all portals.
Manual Data Management
Downloading, copying, checking & fixing across systems manually causes delays.
On average 2 weeks of delays for preparing reports.
Repetitive Data Work
Manual data entry and processing takes significant time.
Up to 15 hours per week for an External Asset Manager.
Poor Data Analytics
FOs experiment with 'overpriced' performance reporting software and/or excel spreadsheets.
Already have a general ledger system, so why not overlay a more affordable reporting software?
Overstaffing & Understaffing
RIAs struggle to recruit new financial advisors when they lack a future-proof, scalable tech stack.
Excessive hiring puts unnecessary pressure on budget.
High Cost of Manual Solutions
Manual solutions are not scalable and become increasingly expensive.
Wealth Managers spend USD 60K per annum more for in-house tech vs. specialized vendor.
Our AI Toolkit: Bots + AI Harness + Your Own Front End
Smart automation with guardrails—plus YOU own your data in YOUR cloud, and YOU bring your own front end built with your preferred LLM (e.g. Claude)
Data Extraction Bot
Unlock trapped data from any source, automate extraction from CRMs, PDFs, Portals, and Protected Systems.
Data Scrubbing Bot
Once the data is collated, our Bot reconciles, cleanses, and ensures the data's consistency and reliability across systems.
Centralized Data Warehouse Bot
Consolidates every custodian, CRM, GL and portal into one unified data model, giving you a single source of truth.
Automated Workflows Bot
Intelligent automation across your existing technology stack. Recruit new financial advisors thanks to AI-ready, scalable platform.
Analytics Calculator Bot
Calculations run as tested code, not ad-hoc prompts. Our AI harness enforces role-based access and audit logs—guardrails built into the system, not relying on LLM prompts.
AI Report & Workflow Builder
With our MCP Server on top of the data orchestration layer, you can query your data, make dashboards and create data pipelines.
You Own Your Data - YOUR CLOUD
Your data warehouse and data lake are hosted in your own cloud—Azure or AWS. You keep admin control and data sovereignty. No vendor lock-in.
Your Own Front End - BYO
Bring your own front end: your team builds it with your preferred LLM (e.g. Claude) and keeps the code in its own GitHub. We connect it and add authentication.
How it works
Seamless Integration, Powerful Automation - Your Data Journey Simplified
Book a Call
Schedule a 30-min free consultation with our Agentic AI Bot experts.
Discuss Challenges
We delve into your specific business challenges & objectives, and pick the best Bot from our library.
Sign NDAs
We prioritize data security & client confidentiality.
$0 Proof Of Concept
No specialized headcount needed. No changes to your tech stack. Quick, effortless, and free!
5 Minutes Setup
Your AI-ready data warehouse is created within 5 Minutes. You decide where to host it.
1-3 Days Data Flow
Clean, reconciled data starts flowing into your warehouse using APIs, Bots, web scraping—giving AI agents a trusted, consistent view.
5-10 Days AI-Powered Insights
Start seeing your first insights via AI-driven dashboards and workflows within 5-10 business days.
Book a Call
Schedule a 30-min free consultation with our Agentic AI Bot experts.
Discuss Challenges
We delve into your specific business challenges & objectives, and pick the best Bot from our library.
Sign NDAs
We prioritize data security & client confidentiality.
$0 Proof Of Concept
No specialized headcount needed. No changes to your tech stack. Quick, effortless, and free!
5 Minutes Setup
Your AI-ready data warehouse is created within 5 Minutes. You decide where to host it.
1-3 Days Data Flow
Clean, reconciled data starts flowing into your warehouse using APIs, Bots, web scraping—giving AI agents a trusted, consistent view.
5-10 Days AI-Powered Insights
Start seeing your first insights via AI-driven dashboards and workflows within 5-10 business days.
Why choose us
Predictable Pricing. Minimal Risk. Maximum Value.
Flat fee — no surprises.
Costs less than a quarter of a full-time hire.
100% free if it doesn't work.
YOUR CLOUD - Admin Control
Your data warehouse lives in your Azure or AWS account. You have admin-level control, choose your region, and guarantee data sovereignty. We never touch your admin keys.
100% data ownership with client-hosted infrastructure
AI Toolkit and Harness for Your Workflows
Your team builds the client portal with your preferred AI agent (e.g. Claude for Financial Advisors). Code stays in your GitHub. We provide the AI harness with reliable, monitored data access, authentication, and guardrails.
Enable agents to prepare analysis and execute approved workflows
Audit-Ready Data for AI
Give AI a trusted, consistent view of each household. Complex household aggregation, historical reconciliation, and entity mapping—ready for AI agents.
5x faster client onboarding with AI-powered automation
Value-Based Pricing
Charge for the trusted data foundation, integrations, governance and ongoing reliability—not just implementation costs.
Save 15 hours per week on mundane workload
AI-Driven Workflows
Power AI-driven questions and workflows with clean, reconciled data that AI agents can trust and act upon.
200% YoY growth in client engagement
Security & Guardrails
Role-based access, approvals, audit logs, and policy controls. SOC2 certified and meets international security standards.
Enterprise-grade governance for AI agents
Reliable Data Access
Maintain reliable, monitored data access for AI agents with automated reconciliation and entity mapping across custodians.
Save 2/3 on staff salaries
Instant Insights
Get immediate access to critical information, enabling faster responses to market changes and client needs.
Avoid 2 weeks of delays in reports
Impact Numbers
Real results in numbers that speak for themselves
Over 25+ Clients
Used Our Agentic AI Bots
Does Your AI Advisor Care? The More Important Question Is Who Is Accountable?
From AI Availability to AI-Assisted Workflows: What RIAs Really Need from an AI Operating System
Building an AI Operating System: The Real Path to Hyper-Personalization in Wealth Management
FAQ
Answers to Your Most Frequent Questions
Get in Touch
Our friendly team would love to hear from you.