Automated Briefings. Personalised Insights
ProSyft's embedded agentic platform automates briefings, charts, and commentary with sovereign AI — customised to each relationship.
Wealth managers are expected to deliver high-touch, personalised service — but legacy workflows make that hard to scale.
ProSyft deploys an embedded AI engine — EVIE — inside your environment to read, reason, and generate tailored client-facing intelligence.
Portfolios, Excel models, SharePoint folders, CRM notes, research, and investment materials.
Auto-draft tailored PowerPoint decks, commentary, and PDF summaries — per client, segment, or tier.
EVIE interprets holdings, benchmarks, product exposure, and themes — using Knowledge Graphs, VLMs, and Excel AI
Fully private. Fully explainable. Built for regulated environments.
less time formatting charts and reports
maintain audit trails and consistency across reporting
keep clients informed in real time, not weeks later
empower both RMs and investment support teams
deliver white-glove service without increasing headcount
integrates with existing infrastructure (Excel, PowerPoint, SharePoint)
Let us show you how ProSyft can supercharge your team's ability to track, surface, and act on investment intelligence — without changing how they work.