Private-data AI for Investment Management & Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate asset allocation work without giving up control of sensitive data.
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.
Connect the systems your team already runs, keep data in your environment, and bring governed AI into daily operations without a ground-up rebuild.
Give business teams a governed way to interact with documents, records, and workflow context. ETF Discovery & Selection Optimizer keeps the interface simple while preserving traceability, permissions, and deployment controls.
"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, trace answers back to source material, and review outputs with clear provenance.
Extract signals from files, correspondence, and enterprise records while keeping metadata and business context intact.
Turn findings into reports, approvals, or next-step workflows without losing ownership of the process.
Retain operational context, security boundaries, and team-specific conventions across each workflow.
Deploy governed automation for Investment Management & Private Equity teams without moving sensitive data outside your environment
Bring evidence-linked automation to asset allocation specialist workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to etf strategy manager workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to portfolio construction director workflows with deployment patterns designed for sensitive data and human review.
See how ETF Discovery & Selection Optimizer fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your asset allocation team
A tailored walkthrough mapping ETF Discovery & Selection Optimizer to your live workflows.
We map the real workflow, stakeholders, and source systems behind your deployment before configuration begins.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.