Adaptive Intelligence
Leverage AI for smarter decisions
AI: A Powerful Tool, Purpose-Built for Financial Analysis
Quantilia develops and applies AI to address concrete challenges faced by investment professionals, from extracting information from unstructured files to cleaning raw data from multiple sources, recognizing asset patterns, and navigating large document libraries. AI is not viewed as a replacement for financial logic, but as a tool that enhances it. The models are trained and configured with deep, finance-specific expertise, ensuring that results are meaningful and outputs are ready for real-world workflows. Whether managing portfolios, generating reports, or building dashboards, the AI-powered infrastructure boosts efficiency, improves accuracy, and expands what is possible.
AI at Quantilia
Quantilia’s AI suite delivers scalable automation and insight across key data and reporting functions:
AI-driven data extraction from PDF notices, reports, and investor files
Natural language processing (NLP) to classify and tag financial documents
Automated data cleaning, deduplication, and formatting
Clustering and behavioral grouping of assets using unsupervised learning
Large-scale processing of document libraries (e.g. fund prospectuses, ESG disclosures)
RAG (Retrieval-Augmented Generation) for financial knowledge queries
Use of AI to enrich data sets with external classifications or scores
Human-in-the-loop workflows to validate sensitive outputs when needed
AI and Human Expertise, Combined
We believe in the synergy between powerful algorithms and expert oversight. All AI workflows are built with embedded quality controls and guided by financial professionals who understand both the data and the decision-making context. Whether parsing GP notices, tagging structured products, or identifying correlations between instruments, AI operates with transparency rather than as a black box. This approach delivers the speed and scale of automation while maintaining the trust and traceability required in financial operations. Clients benefit from a continuously improving system, as the AI evolves and experts continuously refine its outputs.
From Data to Knowledge: AI’s Many Roles in Finance
AI has numerous applications in the financial industry, from operational automation to portfolio insight. Techniques such as Retrieval Augmented Generation, or RAG, allow users to query internal knowledge bases and receive smart, sourced answers, transforming how teams interact with data.
Data Extraction from PDFs
Turn unstructured documents into structured insights.
Data Cleaning and Preparation
Automate the boring, improve the accuracy.
Our algorithms detect duplicates, fill missing fields, and align formats across data feeds, creating ready to use datasets for performance, risk, or ESG analytics.
Asset Clustering and Pattern Recognition
Group instruments by how they truly behave.
AI models analyze correlations, volatility patterns, and price behavior to identify clusters of assets. This helps in diversification analysis and smart allocation strategies.
Library Processing and Search
Unlock your document archive with intelligent search.
We index and structure entire libraries of PDFs or Word files so you can search by concept, tag content, and retrieve relevant sections instantly using AI enhanced search logic.
Our Others Services
Beyond data consolidation and portfolio transparency, Quantilia offers a range of advanced services to support institutional investors with deep insights, operational efficiency, and compliance-readiness.
Access a monitoring framework precisely aligned with your investment approach and operational needs. Quantilia delivers customised dashboards, indicators, and alerts that provide a clear and consistent view of performance, risk, exposures, and compliance across all managed portfolios.
Gain visibility into underlying holdings and exposure drivers across private equity structures. Lookthrough analysis clarifies portfolio composition, sector and geographic allocations, valuation dynamics, and risk concentrations, enabling rigorous monitoring and informed strategic oversight.
Obtain structured insights on private equity, private debt, infrastructure, or real assets through refined data consolidation and advanced analytics. Reports present commitments, valuations, cash flows, and exposures with the level of clarity and granularity required for governance and strategic allocation.
Benefit from a precise view of structured product portfolios through detailed tracking of payoffs, risk drivers, lifecycle events, and market conditions. Reporting brings transparency to valuations, performance, and exposures, supporting informed supervision and decision-making.
Access a detailed, security-by-security view across even the most complex vehicles. Lookthrough analysis reveals underlying exposures, risks, and concentrations, offering a clear foundation for oversight, compliance assessment, and portfolio optimisation.
Obtain structured insights on private equity, private debt, infrastructure, or real assets through refined data consolidation and advanced analytics. Reports present commitments, valuations, cash flows, and exposures with the level of clarity and granularity required for governance and strategic allocation.
Obtain structured insights on private equity, private debt, infrastructure, or real assets through refined data consolidation and advanced analytics. Reports present commitments, valuations, cash flows, and exposures with the level of clarity and granularity required for governance and strategic allocation.
Generate consistent, compliant, and fully formatted documents derived from validated data and predefined templates. This approach ensures accuracy, reduces manual workload, and delivers reliable materials suited for internal reviews, client reporting, and regulatory submissions.
Leverage advanced models to streamline data exploration, enhance reporting processes, and support decision-making. Automated interpretation, natural-language querying, and pattern detection provide faster access to insights and improve the efficiency of analytical workflows.
Utilise rigorous statistical and mathematical methods to evaluate performance, measure risk, and understand factor drivers. Analytical outputs bring precision to portfolio assessment, enable scenario exploration, and support evidence-based investment decisions.
AI Is Changing Everything We’re Making It Work for You
AI is reshaping how financial institutions operate, and Quantilia actively embraces this transformation. AI is used internally to power operational workflows, and the same capabilities are made available to clients. Whether supporting a family office in extracting clean data from legacy reports or helping an insurer achieve smarter risk classification, the focus is on implementing AI where it delivers real value. This is done responsibly, with traceability, oversight, and results that can be trusted. Clients gain access to cutting-edge technology combined with the financial intelligence required to make it effective in real-world environments.