Investment Analyst

The power of the investment mind and the AI machine

Arria Investment Analyst™ streamlines the complex value chain of investment analysis, eliminates inaccuracies and accelerates data understanding. Using Natural Language Generation (NLG), Arria Investment Analyst frees expert analysts to focus on client relationships.

See it in Action

Surface hidden insights, anomalies, and implications with the click of a button

Arria Investment Analyst uses NLG intelligence to analyze investment portfolio performance. The slice and dice capability allows you to discover insights and receive data-driven explanations to support your investment decision-making process and reporting.

View investment performance through various lenses to better understand and explain the drivers of the portfolio’s performance.

Key Benefits Include:

Automate 80% of manual reporting
Self-service on-demand reporting
Streamline the value chain process
Enhance operational benefits

Download the Brochure

Slice and dice data from multiple lenses, on-the-fly

Select Lens 1, 2, or 3 below to see intelligent narratives update dynamically

Lens 1 – Provides Data Summary

Lens 1 provides overall portfolio strategy, benchmark, and excess returns, indicating the top-level drivers of the performance.

Lens 2 – Illustrates Key Drivers

Lens 2 produces an explanation to explain the most relevant factors driving the relative investment performance.

Lens 3 – Delivers Details

Lens 3 drills down to the security or instrument level and provides detailed insights to the most granular transaction.

Lens 1 – Provides Data Summary

Lens 1 provides overall portfolio strategy, benchmark, and excess returns, indicating the top-level drivers of the performance.

Lens 2 – Illustrates Key Drivers

Lens 2 produces an explanation to explain the most relevant factors driving the relative investment performance.

Lens 3 – Delivers Details

Lens 3 drills down to the security or instrument level and provides detailed insights to the most granular transaction.

Web-based

Access anytime, anywhere online

Simply connect your data, select your configure options, customize the narrative if you wish, and consume via Word/PDF.

Business intelligence

Use Arria's add-in for your BI dashboard or Excel

Select your application and you can dynamically choose from multiple lenses — Summary, Key Drivers, and Details.

Reporting as-a-service

Incorporate into your existing platform

Use our RESTful API to provide input data and through a JSON or CSV payload, receive narratives securely over HTTPS.

Watch the video to see AI Analyst in action

What our clients are saying

“Analysis that provides subjective information on an investment – which used to take hours to perform – can be done in an average of four seconds.”

— Financial Services, Sr. Investment Analyst, BNY Mellon

“Using Arria, it’s the same calculation that’s automatically done every time. You don’t have to worry - you know this stuff is right.”

— Executive director, Global Financial Services Company

“When it came to selecting a partner to help us bring AI-based commentary capabilities to Asset Managers, Arria NLG was our top choice. Their expertise in natural language generation and AI is second to none and their software was easy to integrate into the Assette platform."

— Thusith Mahanama, CEO Assette