Mutable’s Post

There’s been an explosion in generative AI products geared towards financial and transaction services. Crucial decisions are often made after parsing dense data rooms and other repositories of information. Large language models happen to excel at and augment those workflows. But if you're in financial services, you know that generative AI introduces considerable risk to employees, funds, and LPs. You know that there's a potential for hallucination and underperformance. And you know that if you (or your colleagues, or your fund) are to ever adopt this nascent technology, there would have to be some robust guarantee that it not only works, but excels for your specific needs and use cases. We at Mutable are happy to provide you with a robust and credible guarantee of quality for one such product: Clarum (YC W24). After use case pressure testing, we happily certify it as SOTA on investment research and due diligence tasks. If you're in the market for a generative AI tool geared towards principal investors and PE, we hope this takes the ambiguity out of the process.

Counting down to RIA Edge (Part of Wealth Management EDGE) West. On October 7, I’ll be speaking about the Next Best Practices of Growing Wealth Organizations and sharing how AI is revolutionizing RIA practices for accelerated growth. Join me to explore the game-changing strategies driving the future of wealth management. We'll also have a booth, so stop by and see Jeannette Freedman Kuda and Samantha Kozsey Davison. #WealthManagement #AIinFinance #GrowthStrategies TIFIN TIFIN AG

Consider this: 25% of investors might switch from their wealth managers if tech advancements aren’t embraced. 📲💡 Avaloq's research points out that while investors are keen on real-time insights and portfolio transparency, many wealth managers are hindered by outdated systems. This is particularly evident in the UK, where 50% of wealth managers aren't using modern investment tech effectively during client meetings. How are you using technology to enhance client trust and service? Are the limitations of your current systems affecting your client relationships? #WealthManagement #FinTech #ClientEngagement #FinancialAdvisor #IFA #IndependentFinancialAdvisor

Said the Head of Regulatory Reporting, who might have mistaken their spreadsheets for a Picasso... 😂   Regulatory reporting often feels like deciphering an abstract painting—confusing, with shifting interpretations due to complex regulations, vague terminology, and conflicting expectations.   At Profylr, we’re here to change that. Our #RegTech solution simplifies this process, providing clarity where it’s needed most.   Imagine this: ▪ Regulatory reporting needs are clearly interpreted at a cell level. ▪ You can click on any cell and instantly know precisely what information is required. ▪ Data sources are anchored to each cell, eliminating guesswork and enhancing transparency. That’s the future we’ve built, with a solution designed by industry experts to solve real legacy problems for industry.   Ready to take the guesswork out of your regulatory reporting? Get in touch today! #InformationGenetics #regtech #fintech #womenintech

As Jackson Swindells and Andrew Pro were building Infinite Equity's latest technology solution in 2023, we used the imagery of Cerberus as our project codename for what ultimately become the impressive 𝘔𝘺𝘗𝘷𝘗. At the time, Cerberus and its 3 heads represented characteristics we saw in 𝘔𝘺𝘗𝘷𝘗: 1) Diligence with continuous calculations (and not just at the end of the fiscal year), 2) Visibility of performance to stakeholders with transparent calculations, and 3) Analytics to help interpret the pay vs. performance disclosures under 402(v) with "sharing ratios" and "realizable pay" calculations. But lately the 3 heads of Cerberus have started to transform into something bigger.  I am now visualizing each head as distinct but integrated product solutions: 1) 𝘔𝘺𝘗𝘷𝘗 for real time 402(v) compliance, 2) 𝘔𝘺𝘗𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦𝘈𝘸𝘢𝘳𝘥𝘴 for real time performance share tracking and certification, and 3) 𝘔𝘺𝘍𝘢𝘪𝘳𝘝𝘢𝘭𝘶𝘦 for real time ASC718 valuation and compliance. The trifecta of solutions are great on a standalone basis but are breathtaking combined. Let me know if you would like a demo of one (or all) of these solutions.

The new Tailored Shareholder Report (TSR) Rule, introduced by the SEC, adds to the many difficulties faced by mutual fund and ETF providers in the development of their annual and semi-annual reports. This rule requires concise, share-class-specific, and visually engaging content resulting in complexities for issuers in terms of compliance, content management, and overall implementation. To efficiently tackle this challenge, issuers can look towards generative artificial intelligence technologies, however, it is essential to maintain a compliant-focused delivery. See a more detailed overview of the TSR Rule generated by DAIZY's generative artificial intelligence platform, Scribe, here:

Our partnership with Bridgewise continues to grow. This is a great enhancement to SIXiD where Investment professionals will now access Bridgewise AI powered investment intelligence platform with access to analysis on over 50 thousands securities in 17 different languages. Let me know if you want a demo. #SIX #Bridgewise #SIXiD #AI #Investementintelligence

Asha’s words capture the heart of what we're doing at Profylr. #InformationGenetics® isn’t just a tool—it’s a breakthrough in how financial institutions approach data and regulatory reporting. We’re bringing a future where every piece of data has a traceable journey from its origin to the decisions it informs. No more uncertainty, no more manual headaches. Just 𝘁𝗿𝘂𝘀𝘁𝗲𝗱, 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗮𝗻𝗱 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 data flowing seamlessly into regulatory frameworks. At Profylr, we're not just enhancing compliance—we’re creating the 𝗗𝗡𝗔 𝗼𝗳 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗱𝗮𝘁𝗮. And this is only the beginning. https://lnkd.in/exF33DUN #regtech #fintech #thefutureisdata #thefutureishuman

AZTLAN's Proprietary Quantitative Model combines 6 variables ranging from Free Cash Flow Yield to EPS Growth and Valuations among others, because we believe these are the factors that help us identify the businesses that will generate value over time. Learn more at https://hubs.li/Q02x6tDg0 #investment #diversification #financialstability #investmentstrategy #AztlanEquityManagement

Discover an insightful guide to modeling, transacting, and servicing pooled assets created by Arcesium! Dive deep into technical insights for CLOs and beyond. Stay ahead in the game by exploring the link: https://bit.ly/4bwFQ8G. #DataManagement #PooledAssets #Investing #ArcesiumInsights #AssetManagement #Finance #CLO