90% faster reporting

AI agent for Institutional Asset Managers

From hours of writing to minutes

Delegate monthly performance commentary to a specialized AI agent. It analyzes your portfolio holdings, attribution data, and market movements to generate clear, personalized draft commentary for each client, allowing your team to focus on investment strategy and client relationships.

Ideal for

Asset Managers

Investor Relations

Portfolio Managers

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    ABL logo
    Mercedes-Benz logo
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    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
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    Munch Energie Logo
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See AI agent for Institutional Asset Managers in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Institutional Asset Managers in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Institutional Asset Managers in action

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October Performance Commentary

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    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Institutional Asset Managers in action

Play video

Time comparison

Time comparison

Traditional way

3-5 hours per fund

With V7 Go agents

15-20 minutes

Average time saved

90%

Why V7 Go

Why V7 Go

Portfolio Data Synthesis

Automatically analyzes holdings, attribution data, sector allocations, and performance metrics to identify the key drivers of fund returns for the reporting period.

Portfolio Data Synthesis

Automatically analyzes holdings, attribution data, sector allocations, and performance metrics to identify the key drivers of fund returns for the reporting period.

Portfolio Data Synthesis

Automatically analyzes holdings, attribution data, sector allocations, and performance metrics to identify the key drivers of fund returns for the reporting period.

Portfolio Data Synthesis

Automatically analyzes holdings, attribution data, sector allocations, and performance metrics to identify the key drivers of fund returns for the reporting period.

Market Context Integration

Connects portfolio performance to relevant market developments by synthesizing news, sector trends, and macroeconomic events that impacted your holdings during the period.

Market Context Integration

Connects portfolio performance to relevant market developments by synthesizing news, sector trends, and macroeconomic events that impacted your holdings during the period.

Market Context Integration

Connects portfolio performance to relevant market developments by synthesizing news, sector trends, and macroeconomic events that impacted your holdings during the period.

Market Context Integration

Connects portfolio performance to relevant market developments by synthesizing news, sector trends, and macroeconomic events that impacted your holdings during the period.

Personalized Client Commentary

Generates draft commentary tailored to each client's specific portfolio, investment objectives, and communication preferences using your firm's Knowledge Hub of past reports and style guidelines.

Personalized Client Commentary

Generates draft commentary tailored to each client's specific portfolio, investment objectives, and communication preferences using your firm's Knowledge Hub of past reports and style guidelines.

Personalized Client Commentary

Generates draft commentary tailored to each client's specific portfolio, investment objectives, and communication preferences using your firm's Knowledge Hub of past reports and style guidelines.

Personalized Client Commentary

Generates draft commentary tailored to each client's specific portfolio, investment objectives, and communication preferences using your firm's Knowledge Hub of past reports and style guidelines.

Attribution Analysis Narrative

Translates complex attribution data into clear explanations of how sector allocation, security selection, and currency effects contributed to relative performance versus benchmarks.

Attribution Analysis Narrative

Translates complex attribution data into clear explanations of how sector allocation, security selection, and currency effects contributed to relative performance versus benchmarks.

Attribution Analysis Narrative

Translates complex attribution data into clear explanations of how sector allocation, security selection, and currency effects contributed to relative performance versus benchmarks.

Attribution Analysis Narrative

Translates complex attribution data into clear explanations of how sector allocation, security selection, and currency effects contributed to relative performance versus benchmarks.

Consistent Firm Voice

Maintains your firm's communication standards and terminology by learning from your Knowledge Hub of approved commentary, ensuring every draft aligns with your brand and compliance requirements.

Consistent Firm Voice

Maintains your firm's communication standards and terminology by learning from your Knowledge Hub of approved commentary, ensuring every draft aligns with your brand and compliance requirements.

Consistent Firm Voice

Maintains your firm's communication standards and terminology by learning from your Knowledge Hub of approved commentary, ensuring every draft aligns with your brand and compliance requirements.

Consistent Firm Voice

Maintains your firm's communication standards and terminology by learning from your Knowledge Hub of approved commentary, ensuring every draft aligns with your brand and compliance requirements.

Multi-Fund Scalability

Processes commentary for dozens of funds simultaneously, completing in minutes what would take your team days to draft manually across your entire product lineup.

Multi-Fund Scalability

Processes commentary for dozens of funds simultaneously, completing in minutes what would take your team days to draft manually across your entire product lineup.

Multi-Fund Scalability

Processes commentary for dozens of funds simultaneously, completing in minutes what would take your team days to draft manually across your entire product lineup.

Multi-Fund Scalability

Processes commentary for dozens of funds simultaneously, completing in minutes what would take your team days to draft manually across your entire product lineup.

Generates commentary from portfolio data

To deliver personalized investor communications.

Get started

Get started

Logo
Logo

Import your files

Microsoft Excel

,

Salesforce

,

Microsoft Sharepoint Online

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your investment process.

Connect AI to your investment process.

Transform portfolio data into client-ready commentary automatically.

Transform portfolio data into client-ready commentary automatically.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

Asset management data comes in varied formats. This agent processes portfolio holdings from any system, attribution reports with complex tables, benchmark data, and market research documents regardless of structure or layout.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

Excel Models

Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Asset management data comes in varied formats. This agent processes portfolio holdings from any system, attribution reports with complex tables, benchmark data, and market research documents regardless of structure or layout.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

Excel Models

Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Asset management data comes in varied formats. This agent processes portfolio holdings from any system, attribution reports with complex tables, benchmark data, and market research documents regardless of structure or layout.

Input types

50+ languages

Complex Tables

200 pages

Multi-modal

Document types

PDFs

Excel Models

Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Performance commentary demands precision. The agent uses sophisticated analysis to ensure portfolio metrics, attribution figures, and market references are accurate and properly contextualized before generating narrative explanations.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Performance commentary demands precision. The agent uses sophisticated analysis to ensure portfolio metrics, attribution figures, and market references are accurate and properly contextualized before generating narrative explanations.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Performance commentary demands precision. The agent uses sophisticated analysis to ensure portfolio metrics, attribution figures, and market references are accurate and properly contextualized before generating narrative explanations.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Verify every statement in the commentary. Each performance figure, market reference, and attribution insight is linked to its source data, providing complete transparency for compliance review and client questions.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Verify every statement in the commentary. Each performance figure, market reference, and attribution insight is linked to its source data, providing complete transparency for compliance review and client questions.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Verify every statement in the commentary. Each performance figure, market reference, and attribution insight is linked to its source data, providing complete transparency for compliance review and client questions.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

Portfolio data and client information are highly confidential. V7 Go processes all data within your secure environment, ensuring compliance with regulatory requirements and protecting sensitive investment information.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Portfolio data and client information are highly confidential. V7 Go processes all data within your secure environment, ensuring compliance with regulatory requirements and protecting sensitive investment information.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Portfolio data and client information are highly confidential. V7 Go processes all data within your secure environment, ensuring compliance with regulatory requirements and protecting sensitive investment information.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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Answers

Answers

What you need to know about our

AI agent for Institutional Asset Managers

How does the agent understand our firm's communication style?

The agent connects to your V7 Go Knowledge Hub containing past performance reports, approved commentary templates, and style guidelines. It learns your firm's tone, terminology, and structure to generate drafts that match your established communication standards.

+

How does the agent understand our firm's communication style?

The agent connects to your V7 Go Knowledge Hub containing past performance reports, approved commentary templates, and style guidelines. It learns your firm's tone, terminology, and structure to generate drafts that match your established communication standards.

+

How does the agent understand our firm's communication style?

The agent connects to your V7 Go Knowledge Hub containing past performance reports, approved commentary templates, and style guidelines. It learns your firm's tone, terminology, and structure to generate drafts that match your established communication standards.

+

What data sources does it analyze?

The agent processes portfolio holdings files, attribution reports, benchmark data, and market news feeds. It can integrate with your portfolio management system or work with standard data exports in Excel, CSV, or PDF formats.

+

What data sources does it analyze?

The agent processes portfolio holdings files, attribution reports, benchmark data, and market news feeds. It can integrate with your portfolio management system or work with standard data exports in Excel, CSV, or PDF formats.

+

What data sources does it analyze?

The agent processes portfolio holdings files, attribution reports, benchmark data, and market news feeds. It can integrate with your portfolio management system or work with standard data exports in Excel, CSV, or PDF formats.

+

Can it handle different fund types and strategies?

Yes. The agent adapts to equity, fixed income, multi-asset, and alternative strategies. You configure it with strategy-specific templates and benchmarks, and it generates appropriate commentary for each fund type.

+

Can it handle different fund types and strategies?

Yes. The agent adapts to equity, fixed income, multi-asset, and alternative strategies. You configure it with strategy-specific templates and benchmarks, and it generates appropriate commentary for each fund type.

+

Can it handle different fund types and strategies?

Yes. The agent adapts to equity, fixed income, multi-asset, and alternative strategies. You configure it with strategy-specific templates and benchmarks, and it generates appropriate commentary for each fund type.

+

How accurate is the market context it provides?

The agent synthesizes market developments from your specified news sources and economic data feeds. Every market reference in the draft commentary is linked to its source, allowing your team to verify context before finalizing reports.

+

How accurate is the market context it provides?

The agent synthesizes market developments from your specified news sources and economic data feeds. Every market reference in the draft commentary is linked to its source, allowing your team to verify context before finalizing reports.

+

How accurate is the market context it provides?

The agent synthesizes market developments from your specified news sources and economic data feeds. Every market reference in the draft commentary is linked to its source, allowing your team to verify context before finalizing reports.

+

Does this replace our portfolio managers?

No. The agent generates first drafts that your portfolio managers review, refine, and approve. It eliminates the tedious data synthesis and initial writing, freeing your team to focus on strategic insights and client-specific nuances.

+

Does this replace our portfolio managers?

No. The agent generates first drafts that your portfolio managers review, refine, and approve. It eliminates the tedious data synthesis and initial writing, freeing your team to focus on strategic insights and client-specific nuances.

+

Does this replace our portfolio managers?

No. The agent generates first drafts that your portfolio managers review, refine, and approve. It eliminates the tedious data synthesis and initial writing, freeing your team to focus on strategic insights and client-specific nuances.

+

What is the final output format?

The agent delivers draft commentary in your preferred format, typically as Word documents or directly populated into your reporting templates. The output includes performance narratives, attribution explanations, and market context sections ready for review.

+

What is the final output format?

The agent delivers draft commentary in your preferred format, typically as Word documents or directly populated into your reporting templates. The output includes performance narratives, attribution explanations, and market context sections ready for review.

+

What is the final output format?

The agent delivers draft commentary in your preferred format, typically as Word documents or directly populated into your reporting templates. The output includes performance narratives, attribution explanations, and market context sections ready for review.

+

Next steps

Next steps

Still spending days each month writing performance reports?

Send us sample portfolio data and a recent performance report. We'll show you how our agent can draft personalized commentary for your entire fund lineup in minutes.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: