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The Owned Digital Workforce Platform

Let AI do the routine work in your business. The software that does it is yours to keep. Lower costs, faster work and full control.

AI Agent AI Portfolio Construction Digital Worker Active

Fund Research Agent

Connects to fund database, applies multi-criteria filters (OCF limits, minimum fund size, domicile requirements, sector exclusions), ranks funds by Sharpe ratio and risk-adjusted returns, retrieves comprehensive fund data including holdings, and maintains shortlists of top-performing candidates for further analysis..

View Core Logic Back to Worker
Parent Worker AI Portfolio Construction Digital Worker
Agent ID
fund-research-agent
Portal Nexgile-FinDataIQ Nexus
Sector Investment Management & Wealth Technology
Status
Operational

Problem Statement

The challenge addressed

Manually searching through 300,000+ funds to find those matching specific client criteria (cost, performance, domicile, sector exposure) is extremely time-consuming and may miss optimal options.

Core Logic

How the agent solves it

Connects to fund database, applies multi-criteria filters (OCF limits, minimum fund size, domicile requirements, sector exclusions), ranks funds by Sharpe ratio and risk-adjusted returns, retrieves co...

System Navigation

Explore related components

Portal

Nexgile-FinDataIQ Nexus

Digital Worker

AI Portfolio Construction Digital Worker

Current Agent

Fund Research Agent

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