AI Models

Institution-Grade Cognition

Finance-specialized AI models, engineered from the ground up to think, reason, and analyze like your best financial minds—while delivering domain-specific insight at machine speed and enterprise scale.

Flagship Model

Vestis-C

A compliance-native AI that automates hyper-personalized client communication and reporting for wealth managers.

Core Capabilities

1

Automated Reporting: Dynamically generates personalized portfolio review reports, market commentaries, and meeting briefs in seconds.

2

Compliance-Screened Communication: Drafts client emails and messages with built-in compliance checks, automatically flagging or rewriting risky phrasing.

3

Client Intelligence Synthesis: Analyzes client profiles, life events, and holdings to surface timely follow-up opportunities and personalized strategy ideas.

Ideal For

Wealth Management Firms, Private Banks, and Independent Financial Advisors (RIAs).

Technologies

A foundation model refined through Constitutional AI and Reinforcement Learning from Human Feedback, ensuring outputs are both helpful and inherently aligned with financial regulations.

Vestis-C

Safety & Integrity

  • Regulatory Guardrails: A built-in "compliance constitution" that cannot be disabled, preventing the generation of non-compliant content.
  • Human-in-the-Loop Workflow: Designed for seamless integration with advisor review and approval processes before any client communication is sent.
  • Data Minimization: Operates strictly on provided client data, with no external data leakage or training on sensitive information.
Flagship Model

Aura-N

Autonomously discovers dynamic alpha factors, transforming alternative data into a persistent investment edge.

Core Capabilities

1

Dynamic Factor Discovery: Continuously mines and generates new predictive factors from unstructured and alternative data sources.

2

Regime-Aware Weighting: Automatically adjusts factor allocations based on prevailing market regimes to maintain efficacy.

3

Explainable Alpha: Provides clear, economically-grounded rationale for each generated signal, moving beyond the black box.

Ideal For

Quantitative Hedge Funds, Systematic Asset Managers, and Proprietary Trading Firms.

Technologies

A Reinforcement Learning engine trained in a simulated market environment, combined with a Multi-Modal Fusion architecture that enables continuous, self-improving factor evolution.

Aura-N

Safety & Integrity

  • Guarded Against Overfitting: Hard-coded economic principles prevent exploitation of statistical noise and spurious correlations.
  • Full Transparency & Auditability: Every signal is accompanied by a full audit trail of its origin and logic.
  • Performance Decay Monitoring: Real-time surveillance systems flag factor performance degradation for proactive de-risking.
Flagship Model

Custos-G

Maps and simulates systemic risk contagion in real-time to uncover hidden counterparty exposures.

Core Capabilities

1

Live Risk Contagion Mapping: Visualizes the pathways of potential financial contagion across complex networks of corporate relationships.

2

Counterparty Stress-Testing: Answers “what-if” scenarios by simulating the impact of a counterparty’s default on your entire portfolio.

3

Concentrated Exposure Alerting: Automatically identifies and flags emerging, non-obvious risk concentrations within your trading book.

Ideal For

Investment Banks, Prime Brokers, Asset Managers with significant counterparty risk, and Systemic Risk Regulators.

Technologies

A Graph Neural Network pre-trained on massive corporate relational graphs, enhanced with Causal Inference models to distinguish correlation from causation in risk events.

Custos-G

Safety & Integrity

  • Explainable Pathways: Every risk alert is supported by a clear, traceable explanation of the connection pathways and the strength of the linkages.
  • Assumption Transparency: All model assumptions about relationship strength and shock transmission are explicitly stated and configurable.
  • Robust Data Governance: Handles incomplete data gracefully and provides confidence scores for its predictions based on data quality.
Flagship Model

Lex-A

Automates the intensive document review and communication surveillance to proactively detect misconduct and compliance breaches.

Core Capabilities

1

Intelligent Contract Review: Rapidly analyzes hundreds of pages of legal and financial documents (e.g., NDAs, loan agreements) to extract key clauses, obligations, and potential risks.

2

Proactive Communications Surveillance: Monitors internal channels (chat, email) for patterns indicative of market abuse, insider trading, or other misconduct.

3

Regulatory Change Tracking: Flags sections of internal policies or client contracts that may be impacted by newly issued regulations.

Ideal For

Compliance Departments, Legal Teams, and Surveillance Functions across all financial institutions.

Technologies

Specialized for Long-Context Document Understanding and Few-Shot Anomaly Detection, allowing it to learn new red-flag patterns with minimal examples.

Lex-A

Safety & Integrity

  • High-Precision Alerts: Optimized to minimize false positives, ensuring compliance teams focus on genuine high-risk alerts.
  • Strict Data Isolation: All analysis is performed within the client's secure environment, with no data persistence or external model training.
  • Attorney-Guided Oversight: Findings are presented as recommendations to a human expert, with clear citations to source material, preserving legal privilege and final decision-making.

Custom Model Development

Every financial institution is unique. We work with you to develop custom models tailored to your specific workflows, data, and business objectives.

Discuss Your Needs