WHO WE SERVE?
Institutional-Grade Intelligence, Tailored to How You Invest
From multi-generational family offices to active individual investors, Intelvest turns hours of manual document parsing and portfolio risk modeling into minutes.
Eliminate Blind Spots Across External Managers and Direct Deals
Managing a multi-asset class portfolio across external managers and direct investments often creates blind spots in overlapping risk and bottlenecks in fundamental due diligence. Intelvest acts as a force multiplier for your existing research team, turning hours of document parsing and risk modeling into minutes.
Uncover Hidden Portfolio Exposures
Instantly aggregate and scan across all external funds and managers to identify overlapping concentration risks—such as unintended overexposure to the "Magnificent Seven" or long bonds.
Accelerate Direct Investment Due Diligence
Skip manually parsing 60-page 10-K and 10-Q PDFs. Query documents directly using our AI Assistant to extract specific liabilities, cash flows, or management commentary, linked straight to the source text.
Scale Operational Efficiency and Win Client Trust Visually
Growing an independent RIA requires serious operational efficiency, yet most advisors still lose hours to disconnected tech stacks and manual investment research. Intelvest gives independent RIAs institutional-grade capabilities out of the box—turning hours of due diligence into minutes.
Accelerate Fundamental Research
Query 10-Qs, 10-Ks, and prospectuses directly to extract exact liabilities, cash flows, and management commentary—linked directly to the source text.
Uncover Hidden Portfolio Risk
Automatically scan consolidated client accounts to detect hidden overlap across multiple mutual funds and generate data-backed reallocation strategies.
Build Trust Visually
Run 30-year sequence-of-returns simulations and plot client assets on an interactive Efficient Frontier graph to visually prove the value of your asset allocation strategies in client meetings.
Process Unstructured Data Faster Than the Street
Generating alpha requires digesting dense financial data ahead of the market, without bogging down your analysts in manual filing reviews. Built as a force multiplier for hedge fund research teams, Intelvest frees your team to focus on high-conviction trade generation.
Accelerate Fundamental Research
Move beyond CTRL+F. Query 60-page filings directly via our AI Assistant to extract specific liabilities, cash flows, or commentary—linked to exact source text for instant verification.
Synthesize Earnings Instantly
Map official earnings presentation slides directly to call audio and generate automated visual summaries of dense prospectuses so your investment committee can digest fundamentals in minutes.
Manage Complex Risk & Overlap
Scan your entire book for cross-asset concentration risks. Access Historical CVaR, VaR, and Drawdowns, and run Mean-Variance Optimization with strict alternative asset constraints.
Institutional-Grade Analytics Without Institutional Overhead
Actively managing a sophisticated portfolio usually forces a compromise: rely on basic retail platforms that miss the big picture, or spend countless hours parsing SEC filings and real estate documents. Intelvest acts as your personal quantitative analyst, giving you complete, data-backed control over your wealth.
Accelerate Due Diligence
Query 10-K and 10-Q reports directly (e.g., "What are the total Q1 liabilities?") and jump straight to the exact source paragraph for verification.
Uncover Hidden Risk
Aggregate wealth across multiple brokerages and trusts to spot hidden overlap buried inside seemingly diversified mutual funds.
Optimize Alternative Assets
Plot your portfolio on an interactive Efficient Frontier curve and model how adding Real Estate, Energy, or Bitcoin ETFs impacts overall risk and return.
Analyze Real Estate Instantly
Use dedicated property AI to analyze commercial and residential rental documents in seconds alongside your equities.
Stress-Test Your Wealth
Run decade-spanning sequence-of-returns simulations to verify that your withdrawal rates and capital preservation strategies can withstand immediate or delayed market drawdowns.