We Solve Data Headaches
for Wealth Managers
We reduce operational costs, improve workflow efficiencies by Aggregating Financial Data via AI Bots from your ‘’existing technology stack’’, and bring it into your ‘’fully accessible’’ centralized Data Warehouse.
We Solve Data Headaches for Wealth Managers
We reduce operational costs, improve workflow efficiencies by Aggregating Financial Data via AI Bots from your ‘’existing technology stack’’, and bring it into your ‘’fully accessible’’ centralized Data Warehouse.
We Solve Data Headaches for Wealth Managers
We reduce operational costs, improve workflow efficiencies by Aggregating Financial Data via AI Bots from your ‘’existing technology stack’’, and bring it into your ‘’fully accessible’’ centralized Data Warehouse.
We Solve Data Headaches for Wealth Managers
We reduce operational costs, improve workflow efficiencies by Aggregating Financial Data via AI Bots from your ‘’existing technology stack’’, and bring it into your ‘’fully accessible’’ centralized Data Warehouse.
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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.
Manual Data Management
Downloading, copying, checking & fixing across systems manually causes on average 2 weeks of delays for preparing reports.
Repetitive Data Work
Manual data entry and processing can take upto 15 hours per week for an External Asset Manager.
Poor Data Analytics
FOs experiment with an 'overpriced' performance reporting software and/or excel spread sheets.
Yet they already have a general ledger system & the experts to run it, so why not overlay a more affordable reporting software on your GL?
Overstaffing & Understaffing
RIAs struggle to recruit new financial advisors when they lack a future-proof, scalable tech stack.
And excessive hiring puts unnecessary pressure on their budget.
High Cost of Manual Solutions
Manual solutions are not scalable and become increasingly expensive.
Wealth Managers spend USD 60K per annum more if they were to build an in-house tech. stack vs. outsourcing to a specialized tech. vendor.
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.
Manual Data Management
Downloading, copying, checking & fixing across systems manually causes on average 2 weeks of delays for preparing reports.
Repetitive Data Work
Manual data entry and processing can take upto 15 hours per week for an External Asset Manager.
Poor Data Analytics
FOs experiment with an 'overpriced' performance reporting software and/or excel spread sheets.
Yet they already have a general ledger system & the experts to run it, so why not overlay a more affordable reporting software on your GL?
Overstaffing & Understaffing
RIAs struggle to recruit new financial advisors when they lack a future-proof, scalable tech stack.
And excessive hiring puts unnecessary pressure on their budget.
High Cost of Manual Solutions
Manual solutions are not scalable and become increasingly expensive.
Wealth Managers spend USD 60K per annum more if they were to build an in-house tech. stack vs. outsourcing to a specialized tech. vendor.
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.
Manual Data Management
Downloading, copying, checking & fixing across systems manually causes on average 2 weeks of delays for preparing reports.
Repetitive Data Work
Manual data entry and processing can take upto 15 hours per week for an External Asset Manager.
Poor Data Analytics
FOs experiment with an 'overpriced' performance reporting software and/or excel spread sheets.
Yet they already have a general ledger system & the experts to run it, so why not overlay a more affordable reporting software on your GL?
Overstaffing & Understaffing
RIAs struggle to recruit new financial advisors when they lack a future-proof, scalable tech stack.
And excessive hiring puts unnecessary pressure on their budget.
High Cost of Manual Solutions
Manual solutions are not scalable and become increasingly expensive.
Wealth Managers spend USD 60K per annum more if they were to build an in-house tech. stack vs. outsourcing to a specialized tech. vendor.
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.
Manual Data Management
Downloading, copying, checking & fixing across systems manually causes on average 2 weeks of delays for preparing reports.
Repetitive Data Work
Manual data entry and processing can take upto 15 hours per week for an External Asset Manager.
Poor Data Analytics
FOs experiment with an 'overpriced' performance reporting software and/or excel spread sheets.
Yet they already have a general ledger system & the experts to run it, so why not overlay a more affordable reporting software on your GL?
Overstaffing & Understaffing
RIAs struggle to recruit new financial advisors when they lack a future-proof, scalable tech stack.
And excessive hiring puts unnecessary pressure on their budget.
High Cost of Manual Solutions
Manual solutions are not scalable and become increasingly expensive.
Wealth Managers spend USD 60K per annum more if they were to build an in-house tech. stack vs. outsourcing to a specialized tech. vendor.
Our Agentic AI Bots: The Future of Data
The Future of DataSmart automation that transforms complex data into actionable insights, revolutionizing wealth management
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.
We solve for data consistency within a system and also across systems.
Centralized Data Warehouse Bot
Single source of truth and unlimited access to copies of your data from ALL of your tech. stack!
Monitor client relationships, predict retention to ensure you can take timely actions maintaining high levels of client satisfaction.
Automated Workflows Bot
Intelligent automation across your existing technology stack.
Recruit new financial advisors to join your RIA thanks to future-proof (''AI ready'' out of the box), scalable, open, & modern platform.
Analytics Calculator Bot
Customizable financial calculations at scale. You can simply bolt on top of your existing tech. stack! (e.g. Accounting Software).
Smart analytics help a WM to better understand client behaviors and needs, enabling more effective marketing and sales strategies.
AI Chatbot
Don't want to download ''canned reports'' from online portals?
Sure, Talk to your Data! Ask conversational questions to get instant and in-depth answers.
Our Agentic AI Bots: The Future of Data
The Future of DataSmart automation that transforms complex data into actionable insights, revolutionizing wealth management
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.
We solve for data consistency within a system and also across systems.
Centralized Data Warehouse Bot
Single source of truth and unlimited access to copies of your data from ALL of your tech. stack!
Monitor client relationships, predict retention to ensure you can take timely actions maintaining high levels of client satisfaction.
Automated Workflows Bot
Intelligent automation across your existing technology stack.
Recruit new financial advisors to join your RIA thanks to future-proof (''AI ready'' out of the box), scalable, open, & modern platform.
Analytics Calculator Bot
Customizable financial calculations at scale. You can simply bolt on top of your existing tech. stack! (e.g. Accounting Software).
Smart analytics help a WM to better understand client behaviors and needs, enabling more effective marketing and sales strategies.
AI Chatbot
Don't want to download ''canned reports'' from online portals?
Sure, Talk to your Data! Ask conversational questions to get instant and in-depth answers.
Our Agentic AI Bots: The Future of Data
The Future of DataSmart automation that transforms complex data into actionable insights, revolutionizing wealth management
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.
We solve for data consistency within a system and also across systems.
Centralized Data Warehouse Bot
Single source of truth and unlimited access to copies of your data from ALL of your tech. stack!
Monitor client relationships, predict retention to ensure you can take timely actions maintaining high levels of client satisfaction.
Automated Workflows Bot
Intelligent automation across your existing technology stack.
Recruit new financial advisors to join your RIA with a future-proof “AI ready” scalable, open platform.
Analytics Calculator Bot
Customizable financial calculations at scale. You can simply bolt on top of your existing tech. stack! (e.g. Accounting Software).
Smart analytics help a WM to better understand client behaviors and needs, enabling more effective marketing and sales strategies.
AI Chatbot
Don't want to download ''canned reports'' from online portals?
Sure, Talk to your Data! Ask conversational questions to get instant and in-depth answers.
Our Agentic AI Bots: The Future of Data
The Future of DataSmart automation that transforms complex data into actionable insights, revolutionizing wealth management
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.
We solve for data consistency within a system and also across systems.
Centralized Data Warehouse Bot
Single source of truth and unlimited access to copies of your data from ALL of your tech. stack!
Monitor client relationships, predict retention to ensure you can take timely actions maintaining high levels of client satisfaction.
Automated Workflows Bot
Intelligent automation across your existing technology stack.
Recruit new financial advisors to join your RIA with a future-proof “AI ready” scalable, open platform.
Analytics Calculator Bot
Customizable financial calculations at scale. You can simply bolt on top of your existing tech. stack! (e.g. Accounting Software).
Smart analytics help a WM to better understand client behaviors and needs, enabling more effective marketing and sales strategies.
AI Chatbot
Don't want to download ''canned reports'' from online portals?
Sure, Talk to your Data! Ask conversational questions to get instant and in-depth answers.
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.
1
Discuss Challenges & Suggest the AI Bot(s)
2
We will delve into your specific business challenges & objectives, and pick the best Bot for the job out of our Bot Library.
Sign NDAs
We prioritize data security & client confidentiality.
3
$0, no change, no risk, no stress Proof Of Concept
You don't need specialized headcount on your side. We are not changing / breaking anything in your tech. stack. All the magic happens in the data warehouse. The PoC is quick, effortless, and free of charge!
4
5 Minutes - Centralised Data Warehouse is created
Your data warehouse is created within 5 Minutes. You decide where your data should be hosted; your cloud or Collation.AI’s cloud.
5
1-3 Days - Data starts flowing
You give Collation.AI access to your data. Your data starts flowing into your data warehouse within 1-3 business days. We use the best tool for the job; APIs, Bots, web scraping, etc.
6
5-10 Days - Start seeing Insights on your Data
7
Once the Bots have pulled in All of your Data into your data warehouse, you start seeing your first set of insights on your data via online dashboards within 5-10 business days.
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.
1
Discuss Challenges & Suggest the AI Bot(s)
2
We will delve into your specific business challenges & objectives, and pick the best Bot for the job out of our Bot Library.
Sign NDAs
We prioritize data security & client confidentiality.
3
$0, no change, no risk, no stress Proof Of Concept
You don't need specialized headcount on your side. We are not changing / breaking anything in your tech. stack. All the magic happens in the data warehouse. The PoC is quick, effortless, and free of charge!
4
5 Minutes - Centralised Data Warehouse is created
Your data warehouse is created within 5 Minutes. You decide where your data should be hosted; your cloud or Collation.AI’s cloud.
5
1-3 Days - Data starts flowing
You give Collation.AI access to your data. Your data starts flowing into your data warehouse within 1-3 business days. We use the best tool for the job; APIs, Bots, web scraping, etc.
6
5-10 Days - Start seeing Insights on your Data
7
Once the Bots have pulled in All of your Data into your data warehouse, you start seeing your first set of insights on your data via online dashboards within 5-10 business days.
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.
1
Discuss Challenges & Suggest the AI Bot(s)
2
We will delve into your specific business challenges & objectives, and pick the best Bot for the job out of our Bot Library.
Sign NDAs
We prioritize data security & client confidentiality.
3
$0, no change, no risk, no stress Proof Of Concept
You don't need specialized headcount on your side. We are not changing / breaking anything in your tech. stack. All the magic happens in the data warehouse. The PoC is quick, effortless, and free of charge!
4
5 Minutes - Centralised Data Warehouse is created
Your data warehouse is created within 5 Minutes. You decide where your data should be hosted; your cloud or Collation.AI’s cloud.
5
1-3 Days - Data starts flowing
You give Collation.AI access to your data. Your data starts flowing into your data warehouse within 1-3 business days. We use the best tool for the job; APIs, Bots, web scraping, etc.
6
5-10 Days - Start seeing Insights on your Data
7
Once the Bots have pulled in All of your Data into your data warehouse, you start seeing your first set of insights on your data via online dashboards within 5-10 business days.
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.
1
Discuss Challenges & Suggest the AI Bot(s)
2
We will delve into your specific business challenges & objectives, and pick the best Bot for the job out of our Bot Library.
Sign NDAs
We prioritize data security & client confidentiality.
3
$0, no change, no risk, no stress Proof Of Concept
You don't need specialized headcount on your side. We are not changing / breaking anything in your tech. stack. All the magic happens in the data warehouse. The PoC is quick, effortless, and free of charge!
4
5 Minutes - Centralised Data Warehouse is created
Your data warehouse is created within 5 Minutes. You decide where your data should be hosted; your cloud or Collation.AI’s cloud.
5
1-3 Days - Data starts flowing
You give Collation.AI access to your data. Your data starts flowing into your data warehouse within 1-3 business days. We use the best tool for the job; APIs, Bots, web scraping, etc.
6
5-10 Days - Start seeing Insights on your Data
7
Once the Bots have pulled in All of your Data into your data warehouse, you start seeing your first set of insights on your data via online dashboards 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.
Audit-Ready Data
Benefit from accurate and readily auditable data, ensuring compliance and informed decision-making.
Helps with 5x faster client onboarding.
Boost Revenue
With increased efficiency & streamlined processes, you'll have more time to focus on selling.
Save on average 15 hours per week on mundane workload.
Total Automation
Experience seamless automation across your data processes minimizing manual intervention.
Grow client engagement on average 200% year-over-year.
Security
Collation.AI meets international information security standards and is SOC2 certified.
On average 32% reduction in infrastructure costs.
Scalable Data Handling
No change required on your incumbent tech. stack! Effortlessly manage & process vast amounts of data, accommodating your growing needs.
Save on average 2/3 on staff salaries.
Instant Insights
Get immediate access to critical information, enabling faster responses to market changes
Avoid on average 2 weeks of unnecessary delays in report preparation and delivery.
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.
Audit-Ready Data
Benefit from accurate and readily auditable data, ensuring compliance and informed decision-making.
Helps with 5x faster client onboarding.
Boost Revenue
With increased efficiency & streamlined processes, you'll have more time to focus on selling.
Save on average 15 hours per week on mundane workload.
Total Automation
Experience seamless automation across your data processes minimizing manual intervention.
Grow client engagement on average 200% year-over-year.
Security
Collation.AI meets international information security standards and is SOC2 certified.
On average 32% reduction in infrastructure costs.
Scalable Data Handling
No change required on your incumbent tech. stack! Effortlessly manage & process vast amounts of data, accommodating your growing needs.
Save on average 2/3 on staff salaries.
Instant Insights
Get immediate access to critical information, enabling faster responses to market changes
Avoid on average 2 weeks of unnecessary delays in report preparation and delivery.
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.
Audit-Ready Data
Benefit from accurate and readily auditable data, ensuring compliance and informed decision-making.
Helps with 5x faster client onboarding.
Boost Revenue
With increased efficiency & streamlined processes, you'll have more time to focus on selling.
Save on average 15 hours per week on mundane workload.
Total Automation
Experience seamless automation across your data processes minimizing manual intervention.
Grow client engagement on average 200% year-over-year.
Security
Collation.AI meets international information security standards and is SOC2 certified.
On average 32% reduction in infrastructure costs.
Scalable Data Handling
No change required on your Tech. Stack Effortlessly manage and process vast amounts of data, accommodating your growing needs.
Save on average 2/3 on staff salaries.
Instant Insights
Get immediate access to critical information, enabling faster responses to market changes .
Avoid on average 2 weeks of unnecessary delays in report preparation and delivery.
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.
Audit-Ready Data
Benefit from accurate and readily auditable data, ensuring compliance and informed decision-making.
Helps with 5x faster client onboarding.
Boost Revenue
With increased efficiency & streamlined processes, you'll have more time to focus on selling.
Save on average 15 hours per week on mundane workload.
Total Automation
Experience seamless automation across your data processes minimizing manual intervention.
Grow client engagement on average 200% year-over-year.
Security
Collation.AI meets international information security standards and is SOC2 certified.
On average 32% reduction in infrastructure costs.
Scalable Data Handling
No change required on your Tech. Stack Effortlessly manage and process vast amounts of data, accommodating your growing needs.
Save on average 2/3 on staff salaries.
Instant Insights
Get immediate access to critical information, enabling faster responses to market changes .
Avoid on average 2 weeks of unnecessary delays in report preparation and delivery.
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
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Active Agentic AI Bots
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Wealth Manager Clients
00
00
Locations
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
0+
0+
Active Agentic AI Bots
0+
0+
Wealth Manager Clients
00
00
Locations
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
0+
0+
Active Agentic AI Bots
0+
0+
Wealth Manager Clients
00
00
Locations
Impact Numbers
Real results in numbers that speak for themselves
$0B+
$0B+
Assets Under Reporting
0+
0+
Active Agentic AI Bots
0+
0+
Wealth Manager Clients
00
00
Locations
Over 20+ clients
Used Our Agentic AI Bots
We were struggling badly with our manual workflows until we brought in Collation.AI. They have automated all of our data audit workflows across our Portfolio Management Software, CRM System, Alternative Investments Data Handling Vendor.
A RIA in California - USA
CTO
Over 20+ clients
Used Our Agentic AI Bots
We were struggling badly with our manual workflows until we brought in Collation.AI. They have automated all of our data audit workflows across our Portfolio Management Software, CRM System, Alternative Investments Data Handling Vendor.
A RIA in California - USA
CTO
Over 20+ clients
Used Our Agentic AI Bots
We were struggling badly with our manual workflows until we brought in Collation.AI. They have automated all of our data audit workflows across our Portfolio Management Software, CRM System, Alternative Investments Data Handling Vendor.
A RIA in California - USA
CTO
Over 20+ clients
Used Our Agentic AI Bots
We were struggling badly with our manual workflows until we brought in Collation.AI. They have automated all of our data audit workflows across our Portfolio Management Software, CRM System, Alternative Investments Data Handling Vendor.
A RIA in California - USA
CTO
Blogs
Keep up to date with our latest whitepapers, blog posts, articles, and news.
Blogs
Keep up to date with our latest whitepapers, blog posts, articles, and news.
Blogs
Keep up to date with our latest whitepapers, blog posts, articles, and news.
Blogs
Keep up to date with our latest whitepapers, blog posts, articles, and news.
Sinan Biren
•
May 15, 2025
Data Lakehouse: Solving Wealth Management's Data Challenges
Sinan Biren
•
May 15, 2025
Data Lakehouse: Solving Wealth Management's Data Challenges
Sinan Biren
•
May 15, 2025
Data Lakehouse: Solving Wealth Management's Data Challenges
Raymond DiNunzio
•
May 13, 2025
Navigating the Technology Maze: Real Challenges Family Offices Face in Modernization
Raymond DiNunzio
•
May 13, 2025
Navigating the Technology Maze: Real Challenges Family Offices Face in Modernization
Raymond DiNunzio
•
May 13, 2025
Navigating the Technology Maze: Real Challenges Family Offices Face in Modernization
Alex Ortolani
•
May 6, 2025
More RIAs Are Using Multiple Custodians
Alex Ortolani
•
May 6, 2025
More RIAs Are Using Multiple Custodians
Alex Ortolani
•
May 6, 2025
More RIAs Are Using Multiple Custodians
Sinan Biren
•
May 15, 2025
Data Lakehouse: Solving Wealth Management's Data Challenges
Raymond DiNunzio
•
May 13, 2025
Navigating the Technology Maze: Real Challenges Family Offices Face in Modernization
Alex Ortolani
•
May 6, 2025
More RIAs Are Using Multiple Custodians
Sinan Biren
•
Jan 13, 2025
Breaking Down Data Barriers: How Multi-Family Offices Achieve Total Automation
FAQ
Answers to Your Most Frequent Questions
FAQ
Answers to Your Most Frequent Questions
FAQ
Answers to Your Most Frequent Questions
FAQ
Answers to Your Most Frequent Questions
What is an Agentic AI Bot?
In artificial intelligence, an intelligent agent is an entity that perceives its environment, takes actions autonomously to achieve goals, and may improve its performance through machine learning or by acquiring knowledge.
How do I integrate?
What is Collation.AI's Data Structure?
Does Collation.AI offer Customized Calculations?
What is the type of data Collation.AI aggregates?
What is an Agentic AI Bot?
In artificial intelligence, an intelligent agent is an entity that perceives its environment, takes actions autonomously to achieve goals, and may improve its performance through machine learning or by acquiring knowledge.
How do I integrate?
What is Collation.AI's Data Structure?
Does Collation.AI offer Customized Calculations?
What is the type of data Collation.AI aggregates?
What is an Agentic AI Bot?
In artificial intelligence, an intelligent agent is an entity that perceives its environment, takes actions autonomously to achieve goals, and may improve its performance through machine learning or by acquiring knowledge.
How do I integrate?
What is Collation.AI's Data Structure?
Does Collation.AI offer Customized Calculations?
What is the type of data Collation.AI aggregates?
What is an Agentic AI Bot?
In artificial intelligence, an intelligent agent is an entity that perceives its environment, takes actions autonomously to achieve goals, and may improve its performance through machine learning or by acquiring knowledge.
How do I integrate?
What is Collation.AI's Data Structure?
Does Collation.AI offer Customized Calculations?
What is the type of data Collation.AI aggregates?
Get in touch
Our friendly team would love to hear from you.
Inquiry Form
Book a Call
Get in touch
Our friendly team would love to hear from you.
Inquiry Form
Book a Call
Get in touch
Our friendly team would love to hear from you.
Inquiry Form
Book a Call
Get in touch
Our friendly team would love to hear from you.
Inquiry Form
Book a Call
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