Portfolio Intelligence.
One view of every position, every risk, every mandate — refreshed continuously.
Portfolio Intelligence unifies fund data — positions, exposures, mandates, prospectuses, ratings, filings — into a single analytical surface. Portfolio managers ask questions in natural language; the system answers with numbers, sources, and provenance. Compliance and risk get automated mandate checks with an auditable trail.
24×7
Continuous mandate monitoring
$14B+
AUM under coverage across clients
0
Mandate breaches missed in production
Built for the teams already asking these questions.
- Investment managers and CIOs at asset managers and family offices
- Risk and compliance teams under mandate-monitoring pressure
- Multi-strategy funds with data spread across custodians and vendors
A short, deliberate path from first note to shipped outcome.
01
Connect and unify
Ingest positions, market data, mandates, and portfolio-level metadata from your custodians, OMS/EMS, and internal warehouses. One canonical schema on top.
02
Ask and answer
Portfolio managers query the fund in natural language. Answers cite the underlying numbers and documents so nothing is 'because the model said so'.
03
Monitor and alert
Automated mandate checks, exposure telemetry, and drift alerts. Risk gets the audit trail; investment gets the signal early.
Concrete artefacts. Owned by your team.
- Data pipelines from custodians, OMS/EMS, and warehouses
- Natural-language query surface for portfolio managers
- Automated mandate compliance checks with audit trail
- Risk telemetry, drift alerts, exposure dashboards
Plumbs into what you already run.
Where Portfolio Intelligence is running.
Portfolio Intelligence sits on top of these practices.
Real numbers, reference architecture, and how we'd scope it for you.
No sales sequence. A short PDF, the reference architecture, and a link to book time with a senior practitioner if you want to talk further.
Bring us the Portfolio Intelligence brief.
Book a 30-minute discovery call and a senior practitioner will scope the engagement honestly.
or email contact@headify.com