AI for Modern Financial Analysis
Accelerate your AI strategy with Aquata Copilot, the AI tool built specifically for intelligent, data-driven workflows across financial services. Copilot helps your team to operate, manage, and analyze your data, regardless of their technical skills. AI amplifies the fundamental qualities of Aquata — automation, self-service, and scalability — adding depth and speed to your financial analysis and making it even easier to surface actionable insights.
Firm-wide Access to Data and Insights
Use Copilot to explore the full functionality of the Aquata platform, search the data catalog, and manage data discovery, integration, quality, and distribution with ease.
Copilot enables the use of natural language when interacting with Aquata. Make queries in plain English, understand your data’s lineage, and ask about the feature-set of Aquata itself.
You can also prepare your data ecosystem with Copilot. Bring in datasets, customize your preferred models, and create governance rules. Copilot makes it easier to automate administrative tasks and speed up revenue-generating strategies.
Asset Managers
- Scale operations by streamlining data discovery and integration across your entire organization.
- Democratize data access, empowering all teams with intuitive natural language queries and insights.
- Enhance data quality and governance, ensuring reliable information for informed decision-making at scale.
- Automate data management tasks, freeing up valuable resources for strategic asset allocation.
Ingest and Transform Unstructured Data
Copilot helps process and normalize financial information from outside traditional databases, giving you insights from more complete information sets.
You can normalize any type of data, store all your preferred datasets, and seamlessly add non-standard models for unstructured data. Data in formats such as PDFs, call notices, and loan documents can all be ingested:
Unstructured data for asset managers
- Loan covenant documents
- Sell-side analyst notes
- Unstructured borrower data
Unstructured data for asset managers
- Loan covenant documents
- Sell-side analyst notes
- Unstructured borrower data
Unstructured data for private markets
- Capital call notices
- Loan covenants
- Board meeting memos
Unstructured data for capital markets
- Borrower and ratings data
- Exchange order books
- Internal communications surveillance
Unstructured data for hedge funds
- Proxy vote data
- Consumer loan terms
- Capital call notices
Unstructured data for asset servicers
- Client onboarding documents
- Capital call notices
- Alternatives valuations
Unstructured data for asset managers
- Loan covenant documents
- Sell-side analyst notes
- Unstructured borrower data
Unstructured data for private markets
- Capital call notices
- Loan covenants
- Board meeting memos
Unstructured data for capital markets
- Borrower and ratings data
- Exchange order books
- Internal communications surveillance
Unstructured data for hedge funds
- Proxy vote data
- Consumer loan terms
- Capital call notices
Unstructured data for asset servicers
- Client onboarding documents
- Capital call notices
- Alternatives valuations
Unstructured data for asset managers
- Loan covenant documents
- Sell-side analyst notes
- Unstructured borrower data
Unstructured data for private markets
- Capital call notices
- Loan covenants
- Board meeting memos
Unstructured data for capital markets
- Borrower and ratings data
- Exchange order books
- Internal communications surveillance
Unstructured data for hedge funds
- Proxy vote data
- Consumer loan terms
- Capital call notices
Unstructured data for asset servicers
- Client onboarding documents
- Capital call notices
- Alternatives valuations
Intuitive Tools for Data Discovery
Copilot helps your team locate, explore, and understand your data throughout the Aquata platform — from the opening screen to the data catalog.
As you map and stitch data from various sources, Copilot aids the exploration of unwieldy information in a structured way for downstream use.
Copilot streamlines adding new datasets to market feeds, counterparties, and investment vehicles. Copilot learns and understands documentation as you create data schemas, giving everyone a clear view of datasets and how to use them for their own use cases.
Write Your Own Data Quality Playbook
To bring in your own data, you need new data quality standards and an additional level of validation. Copilot can draft those rules and turn business requirements into code that you can test, preview, and deploy into your data quality library.
You can ask Copilot to create new rules to integrate into any ingestion or transformation workflow. Aquata will flag any information that could result in problems for your risk management, reporting, or analysis functions.
