Business outcomes

Live platform — no implementation project required

The analytics catalog is in production. After a workflow diagnostic and onboarding session, your team runs its first governed workflow immediately — no multi-month integration timeline.

Standard reports produced every cycle, not rebuilt manually

Monthly factsheets, quarterly LP letters, GIPS composites, and risk committee packs — generated from a governed workflow, not assembled by hand.

Custom workflows built for your team are exclusively yours

Proprietary logic, models, and workflows developed for your engagement live in an isolated catalog. Only your team can access them. Other clients cannot see, use, or benefit from your custom work.

How it works

architecture

From portfolio question to governed output

Public overview of the workflow. Detailed runtime behavior remains available after login.

01

Bring in data and methods

Load the portfolio inputs and preparation baseline needed for the workflow.

02

Plan or approve the workflow

Choose fast execution or review-first planning based on stakeholder and governance needs.

03

Review outputs and artifacts

Receive analysis artifacts, method notes, and report-ready deliverables for stakeholders.

Execution modes

Fast execution

Move quickly when the request is clear and the workflow can proceed in one governed flow.

Planned review

Review the proposed plan first, then approve execution when additional control is required.

What the agent can run

150+ governed analytics methods

Every method is deterministic, version-controlled, and runs through the same approval gate.

Sharpe / Sortino / CalmarBasic

Annualised risk-adjusted return ratios

CAGR & equity curveBasic

Compound growth and cumulative return chart

Drawdown analysisBasic

Depth, duration, and recovery per episode

Rolling volatility (20-day)Basic

Regime classification: low / medium / high vol

VaR & CVaR (historical)Basic

Tail-risk at configurable confidence level

Ulcer Index & QDDBasic

Investor journey and downside deviation metrics

GARCH / EWMA volatilityPro

Dynamic volatility model for risk overlays

Monte Carlo tail riskPro

Bootstrap + regime-switching simulated paths

What the output contains

One workflow. Seven analytics. One PDF.

Every governed run produces a structured report. Here is what a fund teaser pack output includes — the full report is shown on request.

  • 1Equity curve
    Chart
  • 2Sharpe / Sortino / Calmar
    Metrics
  • 3Drawdown table
    Top 5 episodes
  • 4Rolling volatility
    Regime chart
  • 5VaR & CVaR
    Tail risk
  • 6Factor attribution
    CAPM / FF3
  • 7Executive summary
    Plain-language memo
Data security architecture

Your data, end to end

Azure Front Door + WAF

DDoS protection · OWASP rule sets · TLS 1.2+

01

Upload

CSV, Excel, or API feed

Encrypted in transit
02

Stored

Azure Blob Storage

AES-256 at rest
03

Processed

Isolated worker run

No persistence between runs
04

Output

PDF report + raw data

You own the output

Data region determined by your location

No data leaves your jurisdiction

Entra ID

Identity & access

Blob Storage

Client-isolated files

Container Apps

Isolated execution

PostgreSQL

Run logs & audit

Your data is not used to train models
No data shared across client tenants
No third-party tracking or analytics pixels