Revolutionizing investment intelligence
AI-powered insights for financial professionals
Altrum enables financial professionals to leverage the power of large language models without technical expertise, creating customized AI assistants that understand your investment philosophy.
Platform
Unlock the power of AI for finance
Our platform provides powerful AI capabilities designed specifically for financial professionals.
No-Code Fine-Tuning
Upload proprietary documents and automatically train specialized models.
Knowledge Integration
Consolidate information from diverse sources into a unified knowledge base.
Finance Reports
Generate customizable investment memos aligned with firm philosophy.
Continuous Improvement
Track AI outputs, collect expert feedback, and automatically refine models.
Flexible Deployment
Self-hosted or cloud options to meet security requirements.
Data Security
Enterprise-grade security with full encryption and compliance tools.
Process
How Altrum works
Our comprehensive platform guides you through every step of creating and leveraging AI-powered financial assistants tailored to your specific needs.
- 1
Model Selection
Choose from our curated selection of AI models tailored to specific financial roles and functions.
- •Role-specific models for portfolio managers, analysts, risk managers, and compliance officers
- •Function-specific models for credit analysis, equity research, portfolio construction, and risk assessment
- •Specialized models for ESG analysis, alternative investments, and quantitative strategies
- •Interactive model comparison tool to evaluate capabilities against your specific requirements
- 2
Deployment Method
Choose the deployment option that best meets your security requirements and IT infrastructure.
- •Private Cloud: secure, managed deployment with dedicated resources and enterprise-grade security
- •On-Premises: full control with deployment behind your firewall for maximum data security and compliance
- •Hybrid: flexible architecture combining on-premises security with cloud scalability
- •All options include data encryption, access controls, and compliance with financial industry regulations
- 3
Data Upload and Training
Securely upload your proprietary data to train the AI model with your organization's knowledge.
- •Investment Philosophies: upload documents outlining your firm's approach to markets and investment strategies
- •Research Reports: include historical analysis, sector reports, and company evaluations
- •Policies & Frameworks: add risk management guidelines, compliance procedures, and decision frameworks
- •Supports multiple formats including PDF, Word, Excel, PowerPoint, and plain text
- 4
Model Fine-tuning
Optimize your model's performance through our guided fine-tuning process.
- •Parameter Optimization: adjust model parameters through our intuitive interface without technical expertise
- •Terminology Training: teach the model your firm's specific terminology and jargon
- •Scenario Testing: evaluate model performance across various market scenarios and investment cases
- •Benchmark Validation: compare outputs against historical decisions to ensure alignment with your approach
- 5
Data Source Integration
Connect your model to external and internal data sources for real-time insights.
- •Market Data: connect to price feeds, economic indicators, and financial benchmarks
- •News & Research: integrate with news providers, research platforms, and regulatory updates
- •Internal Systems: connect to your portfolio management systems, CRM, and proprietary databases
- •Alternative Data: incorporate satellite imagery, social sentiment, and other alternative data sources
- 6
Interaction and Reporting
Interact with your AI assistant through intuitive interfaces and generate professional reports.
- •Chat Interface: natural language conversations with your AI assistant through web, mobile, and API
- •Report Templates: generate investment memos, credit analyses, portfolio reviews, and risk assessments
- •Visualization Tools: create charts, graphs, and interactive dashboards to communicate insights
- •Collaboration Features: share insights, reports, and analyses with team members
- 7
Feedback Mechanism
Continuously improve your AI assistant through our integrated feedback system.
- •Real-time Feedback: rate responses and provide corrections during interactions
- •Performance Analytics: track model accuracy, usage patterns, and improvement over time
- •Automated Learning: your AI assistant automatically incorporates feedback to improve future responses
- •Expert Review: optional review by Altrum's financial AI specialists to optimize your model
Ready to transform your financial operations with AI?
Join our waitlist to be among the first to experience the power of Altrum's AI platform tailored for financial professionals.
Join WaitlistMethodologies
Understanding AI methodologies
Compare different approaches to AI implementation and find the right solution for your financial needs.
Fine-Tuning
Fine-tuning takes a pre-trained language model and further trains it on domain-specific data to specialize its capabilities for particular tasks.
Key advantages
- ✓Deeply customized to your specific investment philosophy
- ✓Better understanding of proprietary terminology and concepts
- ✓Improved performance on domain-specific tasks
Ideal for
Firms with unique investment strategies, proprietary research methodologies, or specialized market niches that require deep customization.
Retrieval-Augmented Generation (RAG)
RAG combines a retrieval system with a language model, allowing the AI to access and reference external knowledge when generating responses.
Key advantages
- ✓Incorporates up-to-date information without retraining
- ✓Provides verifiable sources for generated insights
- ✓Reduces hallucinations by grounding responses in retrieved facts
Ideal for
Financial analysis requiring access to large volumes of research reports, market data, or regulatory documents that change frequently.
Cache-Augmented Generation (CAG)
CAG enhances AI responses by maintaining a cache of previous interactions and results, enabling more consistent and efficient responses over time.
Key advantages
- ✓Faster response times for repeated or similar queries
- ✓Maintains consistency across multiple interactions
- ✓Learns from user feedback to improve future responses
Ideal for
Ongoing financial monitoring, repetitive reporting tasks, and collaborative environments where consistency is crucial.
Use cases
AI solutions for financial roles
Discover how Altrum addresses the specific challenges faced by different financial professionals.
- Financial Analysts
- Portfolio Managers
- Compliance Officers
- Risk Managers
- Traders
- Investment Bankers
Financial Analysts
Key challenges
- • Processing vast amounts of financial data
- • Identifying meaningful patterns across multiple sources
- • Producing timely and accurate reports
AI solutions
- ✓ Automated data extraction and summarization from financial statements
- ✓ Pattern recognition across historical data to identify trends
- ✓ Natural language generation for standardized report creation
Business impact: Analysts can focus on high-value interpretation rather than data gathering, increasing productivity by up to 40% and improving the depth of analysis.