Data Driven & AI-Powered Investment Management

Operationalizing Data Analytics and AI

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How does our Analytics and AI Solutions Empower Wealth Manager and Investment Ops

Straive recognizes key challenges in the Investment Management Lifecycle and provides cutting edge advance analytics and AI solutions to improve revenue growth, drive operational efficiency and enhance client experience.
All of this comes with real-time data quality checks and at scale.

Portfolio Management

Tools for Asset Managers and Investment Operations

  • Analytics driven Stock Picking presented with
    Research Ratings and ESG Rating
  • AI/ML enabled Custom Portfolio Benchmarking
  • IBOR-ABOR Reconciliation and AI powered resolution
  • Trading Patterns and Market Sensitivity leveraging advanced analytics

Research Toolset

Portfolio Optimixation

Reconciliation

Trade Analytics

Performance Evaluation

Insights into your Portfolio Performance and contributing factors

  • Price Anomaly Dashboard leveraging our Analytics and BI capabilities
  • AI/ML powered Predictive Portfolio Performance
  • BI enabled Trading and Transaction Cost Command Center
  • Regulatory Compliance BI Reporting

Price Anomaly

Performance Optimization

Regulatory Compliance Dashboard

Risk Management

Get pre-emptive view of your Portfolio Risk by leveraging our analytics

  • Risk Measurement and Monitoring using Analytical Models
  • Default Prediction using AI
  • Credit Scoring
  • Risk Compliance BI Reporting

Risk Analytics

Risk Monitoring Dashboard

Distribution

Empower your Sales and Marketing teams with our Customer 360 framework

  • Single Customer View driven by Customer MDM
  • Customer Segmentation Analytics
  • Personalized Marketing Content using Advanced Analytics
  • CX Journey Mapping
  • Client Reporting

Customer 360

Marketing Analytics

Client Reporting

BI Analytics and AI

Enable your business operations with our AI practices, Analytics models and self-service Business Intelligence

  • Join-the-Dots semantic models leveraging BI frameworks and Data Lake
  • Models for Predictive and Prescriptive analytics
  • Operational AI and ML frameworks

Data Governance

Get your data ready for AI with our Data Quality, Data Profiling and API framework

  • Data Quality framework and Intelligent Resolution using AI

Our Select Offerings for Investment Managers

Demo and Whitepaper

Research Toolset
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Portfolio Optimization
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Reconciliation
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Trade Analytics
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Price Anomaly
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Performance Optimization
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Regulatory Compliance Dashboard
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Risk Analytics
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Risk Monitoring Dashboard
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Customer 360
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Marketing Analytics
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Client Reporting
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Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

Automated Document Digitization

Straive's text intelligence solution automated the digitizatoin and data extraction process for loan documents, providing an integrated solution that generates faster datasets from diverse data sources for a full-service bank in the US.

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