Intelligence
Not “AI-powered.” AI, accountable.
AI is wired into specific workflows where it removes hours of analyst work — never an unaccountable black box. Client data stays inside governed workflows, with source citations, permissions, and review steps preserved.
Where it earns its keep
Workflows where it earns its keep.
Portfolio Health Check
Upload a custodian statement. The platform extracts 22 standardised columns, enriches identifiers, screens for sanctions and sub-investment-grade exposure, and generates a brand-themed client deliverable — allocation analysis, single-name and ETF review, a recommended strategic allocation, and an illustrative target portfolio. Hours of analyst work, in minutes.
EDD & economic-profile memos
KYC, source-of-wealth and enhanced-due-diligence narratives drafted from structured client data and source documents, graded for risk and finalised through four-eye review.
Deal & morning briefs
Each opportunity summarised with blockers, next steps and a confidence read; relationship managers get a daily brief of at-risk deals, reviews due and slipped closes.
Risk briefing
A written morning risk narrative summarising portfolio, liquidity, concentration and breach developments for the risk team.
Regulatory & adverse-media monitoring
Regulator feeds and news monitored, summarised and mapped to the firm's obligations, with reassessment triggered when something relevant appears.
Private-markets extraction
GP statements, capital-account notices and quarterly reports parsed, confidence-gated and reconciled before anything updates the ledger.
Governance & disclosure review
Compliance narratives drafted from system data; legal disclosure review gets an assisted first pass and an adversarial redaction-quality check.
Governance
Accountable by construction.
Every AI-drafted document carries citations back to its source records and files.
Client data never leaves governed workflows — the same permissions apply to AI as to people.
A human review step before anything AI-produced reaches a client.
AI activity is written to the same audit trail as every other record change.
Workflows run across multiple models, so a firm is never tied to a single AI supplier.
“The test for every AI feature is the same as for every human workflow: could you defend it to the regulator, line by line?”
See it work
Bring a custodian statement.
The fastest way to understand the Health Check is to watch it run on a real portfolio — yours.
ir@stellon.com