Login to Altrum
AI-Powered Insights forFinancial Professionals
Altrum enables financial professionals to leverage the power of large language models without technical expertise, creating customized AI assistants that understand your investment philosophy.
Unlock the Power of AI for Finance
Our platform provides powerful AI capabilities designed specifically for financial professionals.
No-Code Fine-Tuning
Upload proprietary documents and automatically train specialized models
Knowledge Integration
Consolidate information from diverse sources into a unified knowledge base
Finance Reports
Generate customizable investment memos aligned with firm philosophy
Continuous Improvement
Track AI outputs, collect expert feedback, and automatically refine models
Flexible Deployment
Self-hosted or cloud options to meet security requirements
Data Security
Enterprise-grade security with full encryption and compliance tools
How Altrum Works
Our comprehensive platform guides you through every step of creating and leveraging AI-powered financial assistants tailored to your specific needs.
Model Selection
Choose from our curated selection of AI models tailored to specific financial roles and functions.
- Role-specific models for portfolio managers, analysts, risk managers, and compliance officers
- Function-specific models for credit analysis, equity research, portfolio construction, and risk assessment
- Specialized models for ESG analysis, alternative investments, and quantitative strategies
- Interactive model comparison tool to evaluate capabilities against your specific requirements
Deployment Method
Choose the deployment option that best meets your security requirements and IT infrastructure.
- Private Cloud: Secure, managed deployment with dedicated resources and enterprise-grade security
- On-Premises: Full control with deployment behind your firewall for maximum data security and compliance
- Hybrid: Flexible architecture combining on-premises security with cloud scalability
- All options include data encryption, access controls, and compliance with financial industry regulations
Data Upload and Training
Securely upload your proprietary data to train the AI model with your organization's knowledge.
- Investment Philosophies: Upload documents outlining your firm's approach to markets and investment strategies
- Research Reports: Include historical analysis, sector reports, and company evaluations
- Policies & Frameworks: Add risk management guidelines, compliance procedures, and decision frameworks
- Supports multiple formats including PDF, Word, Excel, PowerPoint, and plain text
Model Fine-tuning
Optimize your model's performance through our guided fine-tuning process.
- Parameter Optimization: Adjust model parameters through our intuitive interface without technical expertise
- Terminology Training: Teach the model your firm's specific terminology and jargon
- Scenario Testing: Evaluate model performance across various market scenarios and investment cases
- Benchmark Validation: Compare outputs against historical decisions to ensure alignment with your approach
Data Source Integration
Connect your model to external and internal data sources for real-time insights.
- Market Data: Connect to price feeds, economic indicators, and financial benchmarks
- News & Research: Integrate with news providers, research platforms, and regulatory updates
- Internal Systems: Connect to your portfolio management systems, CRM, and proprietary databases
- Alternative Data: Incorporate satellite imagery, social sentiment, and other alternative data sources
Interaction and Reporting
Interact with your AI assistant through intuitive interfaces and generate professional reports.
- Chat Interface: Natural language conversations with your AI assistant through web, mobile, and API
- Report Templates: Generate investment memos, credit analyses, portfolio reviews, and risk assessments
- Visualization Tools: Create charts, graphs, and interactive dashboards to communicate insights
- Collaboration Features: Share insights, reports, and analyses with team members
Feedback Mechanism
Continuously improve your AI assistant through our integrated feedback system.
- Real-time Feedback: Rate responses and provide corrections during interactions
- Performance Analytics: Track model accuracy, usage patterns, and improvement over time
- Automated Learning: Your AI assistant automatically incorporates feedback to improve future responses
- Expert Review: Optional review by Altrum's financial AI specialists to optimize your model
Ready to transform your financial operations with AI?
Join our waitlist to be among the first to experience the power of Altrum's AI platform tailored for financial professionals.
Understanding AI Methodologies
Compare different approaches to AI implementation and find the right solution for your financial needs.
Fine-Tuning
Fine-tuning involves taking a pre-trained language model and further training it on domain-specific data to specialize its capabilities for particular tasks.
Key Advantages:
- Deeply customized to your specific investment philosophy
- Better understanding of proprietary terminology and concepts
- Improved performance on domain-specific tasks
Ideal Use Cases:
Ideal for firms with unique investment strategies, proprietary research methodologies, or specialized market niches that require deep customization.
Retrieval-Augmented Generation (RAG)
RAG combines a retrieval system with a language model, allowing the AI to access and reference external knowledge when generating responses.
Key Advantages:
- Incorporates up-to-date information without retraining
- Provides verifiable sources for generated insights
- Reduces hallucinations by grounding responses in retrieved facts
Ideal Use Cases:
Perfect for financial analysis requiring access to large volumes of research reports, market data, or regulatory documents that change frequently.
Cache-Augmented Generation (CAG)
CAG enhances AI responses by maintaining a cache of previous interactions and results, enabling more consistent and efficient responses over time.
Key Advantages:
- Faster response times for repeated or similar queries
- Maintains consistency across multiple interactions
- Learns from user feedback to improve future responses
Ideal Use Cases:
Excellent for ongoing financial monitoring, repetitive reporting tasks, and collaborative environments where consistency is crucial.
AI Solutions for Financial Roles
Discover how Altrum addresses the specific challenges faced by different financial professionals.
Financial Analysts
!Key Challenges
- Processing vast amounts of financial data
- Identifying meaningful patterns across multiple sources
- Producing timely and accurate reports
✓AI Solutions
- Automated data extraction and summarization from financial statements
- Pattern recognition across historical data to identify trends
- Natural language generation for standardized report creation
Business Impact:
Analysts can focus on high-value interpretation rather than data gathering, increasing productivity by up to 40% and improving the depth of analysis.
Portfolio Managers
!Key Challenges
- Balancing risk and return across diverse assets
- Staying informed on market developments affecting portfolios
- Explaining investment decisions to stakeholders
✓AI Solutions
- AI-powered scenario analysis and risk assessment
- Automated monitoring of news and events relevant to holdings
- Generation of clear, data-backed investment rationales
Business Impact:
Portfolio managers can make more informed decisions with comprehensive market intelligence, potentially improving risk-adjusted returns by 15-20%.
Compliance Officers
!Key Challenges
- Keeping pace with evolving regulatory requirements
- Monitoring transactions for potential violations
- Documenting compliance processes
✓AI Solutions
- Continuous monitoring of regulatory changes and updates
- Automated flagging of suspicious patterns or transactions
- Streamlined documentation and audit trail creation
Business Impact:
Compliance teams can reduce regulatory risk while decreasing manual review time by up to 60%, ensuring more comprehensive coverage with fewer resources.
Risk Managers
!Key Challenges
- Identifying emerging risks across complex portfolios
- Quantifying potential impacts of market events
- Communicating risk exposures to stakeholders
✓AI Solutions
- AI-driven risk factor identification and correlation analysis
- Predictive modeling for stress testing and scenario planning
- Automated risk reporting with visual dashboards
Business Impact:
Risk managers can identify potential issues earlier and model complex scenarios more accurately, reducing unexpected losses by up to 25%.
Traders
!Key Challenges
- Processing market information at high speed
- Identifying short-term trading opportunities
- Managing execution costs and timing
✓AI Solutions
- Real-time market sentiment analysis from news and social media
- Pattern recognition for technical analysis and anomaly detection
- Optimized trade execution strategies based on market conditions
Business Impact:
Traders can react more quickly to market changes and identify opportunities that might be missed by human analysis alone, potentially improving execution by 10-15%.
Investment Bankers
!Key Challenges
- Evaluating potential deals and partnerships
- Conducting comprehensive due diligence
- Creating compelling pitch materials
✓AI Solutions
- Automated company and market analysis for deal evaluation
- AI-powered due diligence to identify risks and opportunities
- Data-driven valuation models and presentation generation
Business Impact:
Investment bankers can evaluate more opportunities in less time while uncovering insights that might be missed in traditional analysis, increasing deal flow quality by up to 30%.
Our Team
Meet the experts behind Altrum who are passionate about revolutionizing financial intelligence.
Ahmed
Founder, CEO, and CTO
With over 15 years of experience in AI and financial technology, Ahmed leads Altrum's vision and technical strategy. Previously, he worked in investment banking, private equity, traded portfolios, and risk management. Ahmed has also led transformation projects at major financial institutions.
Samar
Co-founder and Head of Products and Investor Relations
Dr. Samar brings experience in product management and investor relations. Her deep understanding of financial workflows and investor needs guides Altrum's product development and market strategy. She has also worked as a consultant and is an associate professor at the university.
Investor Opportunity
Join us in revolutionizing how financial professionals leverage AI to make better investment decisions.
Frequently Asked Questions
Find answers to common questions about Altrum and how it can benefit your financial operations.