Revolutionary AI for Investment Management & Private Equity excellence
Experience the future of asset allocation automation. Upload data, ask questions, and get instant AI-powered insights.
Your AI-powered asset allocation assistant
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Understanding the challenge and providing AI-powered solutions
With thousands of ETFs available, institutional investors struggle to identify optimal ETF selections that provide precise factor exposures while minimizing costs and tracking error. Hidden correlations, style drift, and performance persistence make ETF selection more complex than simple expense ratio comparisons.
Our ETF Discovery & Selection Optimizer analyzes thousands of ETFs across multiple dimensions including factor loadings, tracking efficiency, and cost optimization. Panorad's outcome simulation models ETF performance across different market scenarios, helping investors discover optimal ETF combinations for precise portfolio construction.
How ETF Discovery & Selection Optimizer transforms your asset allocation operations and delivers measurable value
This AI agent streamlines your workflows, automates repetitive tasks, and provides valuable insights from your data to drive better decision-making across your organization.
Transform your asset allocation operations with conversational AI that understands your business context
Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. ETF Discovery & Selection Optimizer understands your asset allocation context and delivers instant, actionable insights.
"What drove our asset allocation performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, drill down into details, and explore data naturally through conversation
Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions
Export insights as reports, presentations, or embed live dashboards anywhere in your workflow
Remembers your asset allocation context and provides industry-specific insights
Empowering Investment Management & Private Equity professionals with intelligent automation and actionable insights
Streamline your asset allocation workflows with AI-powered insights tailored for asset allocation specialist responsibilities.
Streamline your asset allocation workflows with AI-powered insights tailored for etf strategy manager responsibilities.
Streamline your asset allocation workflows with AI-powered insights tailored for portfolio construction director responsibilities.
See how ETF Discovery & Selection Optimizer revolutionizes your asset allocation operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your asset allocation team
A tailored walkthrough mapping ETF Discovery & Selection Optimizer to your live workflows.
We map your investor update or IC workflow and configure benchmarks in-session.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.
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