Wealth & Portfolio Management

No reviewed outcome evidence is attached to this theme. That is a gap in review, not evidence of no activity.

• Citadel AI Assistant supports equities researchCitadelRetrieves licensed research, transcripts and filings to highlight portfolio risks and produce customized research and reading lists.Scaled · reported stage
• AI @ Morgan Stanley Assistant for advisor knowledge retrievalMorgan StanleyWealth advisors query the firm's intellectual capital through its GenAI assistant.Scaled · reported stage
• AIEdge investment-committee challengeAdvent InternationalAdvent uses historical investment memos to challenge new proposals; related agents prepare diligence materials.Production · reported stage
• Advanced Investment Phazer for regime-aware allocationAmundiAmundi uses clustering of macro-financial variables and historical analogues to support allocation; its 2025 outlook incorporated geopolitical expert scenarios with GenAI.Production · reported stage
• Machine learning across AQR's investment processAQRAQR states it develops and uses implementable ML methods to complement existing investment signals and processes.Production · reported stage
• Machine learning for portfolio construction and asset allocationBlackRockBlackRock describes existing machine-learning use in investment and portfolio-management processes, including analysis that informs portfolio construction and certain asset-allocation and risk-return models. The tools support investment teams' decisions.Production · reported stage
• Aladdin and eFront Copilot natural-language portfolio analyticsBlackRockThe Copilot ecosystem surfaces platform information and private-market analytics, including visualizations of risk and performance.Production · reported stage
• AI-assisted portfolio valuation and monitoring using 73 StringsBlackstone73 Strings names Blackstone as using its AI platform to extract and centralize portfolio data for monitoring and valuation.Production · reported stage
• Deal screening and document-to-model assistanceBlackstoneBlackstone's CTO describes AI used to screen opportunities and process diligence documents. Private-equity and real-estate teams deploy targeted tools supporting financial-model preparation.Production · reported stage
• AIA investment systems manage live capitalBridgewaterBridgewater describes AI investment systems tested with real capital and now managing live portfolios, with governance for investment and allocation decisions.Production · reported stage
• Pocket Analyst automates exploratory investment researchBridgewaterCombines codified investment knowledge, LLMs and agentic workflows to help investors conduct exploratory research.Production · reported stage
• Portfolio Insights for retail investorsCharles SchwabSchwab launched generative-AI Portfolio Insights for retail investor clients in May 2026, combining portfolio-performance explanations, relevant market news and curated research commentary. The capability is informational and does not provide investment recommendations.Production · reported stage
• 73 Strings analytics integrated into professional valuation servicesCohnReznickCohnReznick says its Valuation Advisory practice implemented AI-driven 73 Strings analytics within valuation methodologies for private equity, private credit and other assets.Production · reported stage
• NAV Planner retail investment suitability recommendationsDBS BankDBS NAV Planner uses AI/ML models to shortlist investment solutions for retail customers after assessing objectives, risk profile, preferences and financial situation. Recommendations are delivered through digibank and prioritize funds reviewed by the bank's funds-selection team.Production · reported stage
• Motherbrain investment sourcing and decision supportEQTMotherbrain combines external company data with EQT's internal investment knowledge to support target assessment and deal workflows. Subsequent reporting describes investment-committee challenge.Production · reported stage
• AIBE autonomous AI stock ranking and portfolio selectionFINQAI ranks S&P 500 constituents daily and selects the long-only ETF portfolio. Portfolio changes undergo compliance review, and the adviser trading team executes trades. The issuer lists inception on 30 October 2026.Production · reported stage
• WorkBuddy personal investment-research assistantGF SecuritiesNatural-language research combines market monitoring, stock screening, report summaries and follow-up through GF's WorkBuddy application.Production · reported stage
• GIC internal research and investment-proposal challengeGICGIC describes deployed internal-knowledge research support and a virtual committee member that evaluates and challenges investment proposals.Production · reported stage
• GSAM CORE systematic equity investment insightsGoldman SachsGoldman Sachs Asset Management's QIS team describes using AI to turn complex and alternative data into investment insights while managing CORE equity portfolios.Production · reported stage
• DIG sourcing and dealflow agentsInReach VenturesInReach's proprietary DIG platform surfaces startups and context for partners. AI agents score companies, triage signals and draft outreach using its investment-data layer.Production · reported stage
• Hotel Review Model supports real-estate investment decisionsInvescoInvesco's European Hotel Strategy team uses aspect-based NLP to analyze guest reviews, track service and property issues, and inform investment decisions.Production · reported stage
• Analyst Moneyball identifies research bias for stock selectionJPMorgan ChaseApplies machine learning to decades of fundamental research to identify analyst bias and support stock selection.Production · reported stage
• SpectrumIQ research synthesis for portfolio managersJPMorgan ChaseAnalyzes proprietary research, meeting transcripts and broker notes, delivering insights and helping compile investor reports.Production · reported stage
• CP+ Portfolio Trade basket-level execution-cost estimationMarketAxess Holdings Inc.CP+ PT applies machine learning to past portfolio trades and market context to estimate basket execution costs, and is integrated into X-Pro PT pre-trade workflow.Production · reported stage
• Machine-learning company and founder screeningMoonfireMoonfire crawls professional sources, screens opportunities and applies custom machine-learning models to companies and founders before human investment evaluation.Production · reported stage
• NTAM intellectual-property and company-network researchNorthern Trust Asset ManagementNTAM's president describes NLP analysis of patents and trademarks, plus AI network mapping of customers, vendors and peers, for security selection.Production · reported stage
• Ontario Teachers' internal quantitative portfoliosOntario Teachers’QSR applies ML and NLP with statistical methods and portfolio theory to systematic public-market portfolios across multiple asset classes.Production · reported stage
• AI search over pension-scheme governance recordsPi Pension TrusteesPi says it implemented Knowa across its client portfolio to maintain governance documents and decisions, with embedded AI search retrieving scheme information.Production · reported stage
• Sanlam predictive AI investment engineSanlamA Sanlam executive describes an AI/ML investment engine used within some solutions to adapt portfolios as market conditions evolve and manage drawdown risk.Production · reported stage
• GAiiA and virtual investment committee support private-equity due diligenceSchrodersGAiiA drafts investment memoranda and answers due-diligence questions; a companion agent challenges preliminary analysis using historical investment data.Production · reported stage
• Beacon AI startup sourcing and portfolio supportSignalFireSignalFire uses Beacon AI to identify startups and founders for investment research, and provides portfolio support through the same platform.Production · reported stage
• ISG regime models and hedge-fund replicationState StreetState Street Investment Management uses Hidden Markov Models for tactical markets and Kalman filtering for hedge-fund replication, alongside portfolio-noise management.Production · reported stage
• Samantha research and investment-committee supportTPGTPG's Lab 39 built Samantha to query data and compare documents. Its AI assistant prepares committee reports on investment opportunities using deal materials and historical memos.Production · reported stage
• UBS Red advisor knowledge assistantsUBSUBS Red uses Azure AI Search and Azure OpenAI to help client advisors retrieve internal investment and product knowledge for client interactions and meeting preparation.Production · reported stage
• Investment knowledge engineWarburg PincusWarburg Pincus analyzes past memos, board materials and presentations to inform investment decisions.Production · reported stage
• Zhixiaobao 2.0 financial-assistant closed testsAnt GroupAnt Group tested its financial-LLM consumer assistant for market analysis, portfolio diagnosis, allocation suggestions and investor education on its financial platforms.Pilot · reported stage
• Agentic investment-research workflow development with CodexFranklin TempletonInvestment teams use Codex and other tools to develop equity-research workflows combining agents, a semantic layer and differing investment perspectives.Pilot · reported stage
• AlphaGPT generates, codes and evaluates quantitative researchMan GroupMan's agentic workflow proposes hypotheses, implements research code and evaluates signals under human investment and engineering review.Pilot · reported stage
• Solovis IO conversational investment-office analytics previewSolovisPublic preview adds AI questions, dashboards and alerts over clients' existing portfolio records, initially using Portfolio Analytics.Pilot · reported stage
• Dividend-outlook extraction from earnings callsVanguardQuantitative Equity Group tested NLP and an open-source LLM on earnings-call excerpts to identify negative dividend outlooks.Pilot · reported stage
• Investment-assessment model developmentBain CapitalDeveloping deal-history AI to support investment judgment.Announced · reported stage
• Conversational account support and selected account actionsCharles SchwabSchwab's September release says Charley will answer account questions and support selected actions including beneficiary/contact updates, dividend reinvestment and watchlists, with human escalation.Announced · reported stage
• Schwab Intelligent PortfoliosCharles SchwabCharles Schwab's automated investment management service that uses AI to build, monitor, and rebalance diversified portfolios based on each client's risk profile and financial goals. The robo-advisor manages billions in assets with automated tax-loss harvesting and portfolio optimization.Not assessed · legacy label
• AI Portfolio Insights for AdvisorsCharles SchwabCharles Schwab provides AI-generated portfolio insights to its financial advisors, analyzing client portfolios for risks, opportunities, and alignment with investment goals. The system surfaces actionable recommendations that advisors can review and discuss with clients.Not assessed · legacy label
• Total Asset Consulting Platform co-developmentDaiwa SecuritiesDaiwa and Sakana AI announced co-development of a personalized asset-consulting platform using Sakana models.Announced · reported stage
• Edward Jones AI Financial PlanningEdward JonesEdward Jones applies AI to enhance its financial planning tools, helping advisors create more personalized and dynamic financial plans for clients. The system incorporates scenario analysis, tax optimization, and retirement projections powered by machine learning.Not assessed · legacy label
• Fidelity AI Retirement PlanningFidelityFidelity uses AI to enhance its retirement planning tools, providing personalized savings recommendations, spending projections, and Social Security optimization strategies. The system models thousands of scenarios to help individuals plan for retirement with greater confidence.Not assessed · legacy label
• Fidelity AMP Managed AccountsFidelityFidelity's Automated Managed Platform (AMP) uses AI-driven algorithms for personalized portfolio management. The system automates asset allocation, tax-lot management, and rebalancing for managed account clients, scaling personalized investment management across the advisor channel.Not assessed · legacy label
• AI Portfolio RebalancingUBSUBS employs AI-driven algorithms to optimize portfolio rebalancing for wealth management clients. The system considers tax implications, transaction costs, market conditions, and individual client constraints to execute rebalancing strategies that maximize after-tax returns.Not assessed · legacy label
• Vanguard Digital AdvisorVanguardVanguard's AI-powered digital advisory service provides automated financial planning and investment management. The platform uses algorithms to create personalized financial plans, optimize asset allocation, and perform ongoing portfolio management aligned with each investor's goals and risk tolerance.Not assessed · legacy label
• XP develops an advisor support and financial-context platformXPXP's planned assistant combines CRM data with conversational context to support advisor insights and portfolio recommendations, leaving decisions with advisors.Announced · reported stage