Solutions · Investment Management
Decide faster.Report cleaner.
Asset management AI built for the alpha and the audit.
Pryme Intelligence gives asset managers governed AI agents that draft DDQ and RFP responses in your firm's voice, accelerate investment research, monitor mandate compliance post-trade, generate client packs from attribution data, draft ESG and SFDR reporting from your data, and free portfolio managers and analysts from admin work. It sits above your BlackRock Aladdin, Charles River, SimCorp, fund-admin, and reporting stack, not against it.
You do not need another content or DDQ tool.
You need one governed layer that clears DDQ backlog, supports the research process, shortens reporting cycles, and survives consultant, LP, and regulator scrutiny.
You need DDQs back in hours, not weeks
Institutional sales teams still lose days assembling DDQ and RFP responses from prior submissions, policy files, and SME chases. Pryme Intelligence turns that queue into a governed drafting workflow in your firm's voice.
You cannot replace Aladdin, Charles River, or SimCorp
The investment stack is already deeply embedded. Pryme Intelligence sits above the PMS, OMS, fund admin, reporting, and research systems you already run instead of asking for another replacement programme.
You need one Workspace across research, servicing, and reporting
Research workflow, mandate compliance, client reporting, ESG disclosure, and distribution support can run on one governed layer instead of ten to twenty-five separate AI tools the CIO still has to defend.
Research -> Decide -> Service -> Report.
The same governed pattern has to hold from research and committee prep through client service, mandate control, and reporting.
Research
Pryme Intelligence supports equity, credit, ESG, and manager research workflows. It drafts research notes in your house style, builds comparables, prepares manager-research files, and keeps distribution and consumption tracking tied to the same evidence trail.
Decide
The product operates around the PMS and OMS, not inside the order path. It supports attribution commentary, mandate-compliance investigation, allocation memo drafting, and investment-committee prep.
Service
DDQ and RFP response, institutional client servicing, advisor prep, and periodic review workflows all run in your firm's voice with client, mandate, and reporting context attached.
Report
Quarterly client packs, trustee reports, mandate-specific reporting, ESG and SFDR disclosure drafting, and regulatory reporting all stay versioned, cited, approval-gated, and exportable from one Workspace.
One Workspace across active, multi-asset, hedge, pension, wealth, passive, and private-markets teams.
Asset managers do not buy AI by asset class. They buy it across research, client service, reporting, mandate control, and operations. Pryme Intelligence gives you one governed layer across the firm.
Two pre-trained agents. Five blueprints ready to deploy. Two with enterprise setup.
These are the IM agents a CIO, COO, Head of Compliance, and Head of Distribution can actually understand, stage, and govern.
Asset Manager Operator Agent
Acts as a senior asset-management operations officer across institutional, wealth, hedge-fund, and private-markets contexts. Handles client-service queries, fund-admin escalations, NAV-adjacent questions, and mandate-related workflow support.
- Drafts servicing and reporting responses in your firm's voice with the relevant fund and mandate context already attached.
- Keeps fund-admin and client-service escalations moving without letting sensitive actions bypass approval.
- Turns ad hoc operational questions into a governed workflow instead of a shared-inbox scramble.
Investment Research Agent
Pre-trained on equity, credit, and ESG research workflow. Pulls research context, builds comparable sets, drafts notes in house style, and keeps distribution decisions tied to the approval path.
- Builds first-pass notes and comparable context faster so analysts spend more time on thesis work.
- Keeps citations, data references, and approval gates attached before anything is published or distributed.
- Supports time-sensitive research workflow without creating a parallel tool chain outside governance.
The workflow pages your investment-management team reuses.
Asset managers adopt Pryme Intelligence one team at a time. The same Workspace already spans compliance, support, finance, reporting, operations, sales, marketing, and HR.
Compliance & Risk
Mandate compliance, AML for subscriptions and beneficial ownership, regulatory reporting, and conduct risk.
Customer Support
Institutional client desks, wealth advisor support, complaint handling, and service escalation.
Financial Operations
Management-company finance, expense allocation, vendor control, and regulatory-finance workflow.
Reporting & Analytics
AUM analytics, board MI, regulatory-reporting support, and management-company metrics.
Operations
PMS-to-admin-to-reporting handoffs, runbook execution, incident handling, and resilience workflow.
Sales & Growth
Institutional sales coverage, intermediary relationships, wealth productivity, and mandate renewals.
Marketing & Content
Fund marketing, regulated communications, thought leadership, and PR support.
HR & Admin
People ops, certifications, policy attestation, and controlled onboarding workflow.
Pryme Intelligence sits above the investment stack instead of trying to replace it.
That is the first CIO objection to clear. You keep the PMS, OMS, research, admin, and reporting systems. Pryme Intelligence adds governed workflow, approvals, and evidence across the queues those systems still leave manual.
Built for the leaders who own the alpha, the DDQ, the reporting cycle, and the audit.
The page has to work for investment, operations, compliance, and distribution because that is how the buying committee actually forms inside an asset manager.
CIO
You need PMs and analysts spending their day on judgement, not on note formatting, attribution commentary, and repetitive information gathering.
COO
You need the firm to scale servicing, reporting, and operations without scaling cost linearly or adding another stack of point-AI tools.
Head of Compliance / Risk
You need post-trade mandate compliance, reporting, and ESG workflow to stay inspectable by regulators, LPs, and consultants under one evidence trail.
Head of Distribution
You need DDQ and RFP turnaround that helps the team win more mandates instead of losing days to repetitive document assembly and SME chasing.
What changes in the first quarter.
The first deployment should reduce document burden, shorten client-facing cycles, and give the COO and CIO fewer separate tools to defend.
Questions IM leaders ask first.
These are usually the adoption blockers: authority, mandate compliance, data residency, stack integration, competitive fit, ESG disclosure, and whether the rollout can start with one team.
Can a Pryme Intelligence agent place a trade, change a mandate setting, or send a regulator-facing report without approval?
No. Trade execution, mandate changes, regulatory submission, and client-facing publication are permissions you grant, not defaults. Sensitive actions stay with named humans inside your existing delegation of authority.
How does Pryme Intelligence support mandate compliance, regulatory reporting, and ESG reporting requirements?
It supports post-trade mandate-compliance investigation, reporting workflow, and ESG-disclosure drafting from one governed runtime, while keeping each submission or classification tied to the right approver and evidence chain.
Where does our portfolio, investor, and ESG data live?
Inside your Pryme Intelligence Workspace, isolated per tenant, encrypted in transit and at rest, and region-scoped to the deployment perimeter you configure during onboarding.
Does Pryme Intelligence integrate with Aladdin, Charles River, SimCorp, Eze, and fund administrators?
Yes. The platform is built to sit above the existing investment stack and connect PMS, OMS, fund-admin, reporting, research, ESG, and CRM systems into one governed workflow layer.
How is Pryme Intelligence different from PMS AI, research tools, or DDQ tools?
Those tools usually cover one surface. Pryme Intelligence covers research, DDQ, attribution, mandate compliance, client reporting, ESG, and cross-functional workflow in one Workspace above the existing stack.
Can the platform support ESG, SFDR, and sustainability disclosure workflow?
Yes. The ESG and sustainability workflow can pull from your provider stack, surface data-quality gaps, draft disclosure, and route the final sign-off through the sustainability and compliance owners.
Can we start with one team or one workflow and expand later?
Yes. Most asset managers start with DDQ, research, mandate compliance, or client reporting. Additional agents then reuse the same Workspace, governance rail, and audit trail without a separate procurement cycle.
Bring a real IM workflow.We'll show you what Pryme Intelligence does with it.
Thirty minutes. One workflow you already run, like DDQ backlog, quarterly reporting, manager research, mandate compliance, or ESG reporting. We’ll show you a governed Pryme Intelligence agent on it live, above your existing stack.