How to start
Start with one strategy.
A focused pilot on your investment strategy. Agree what success looks like before we start.
- 01
Book a product demo call with our team.
- 02
Onboard one investment strategy for testing in a short pilot.
- 03
We teach your team how to use the full AI Integrated Process Manager.
- 04
Use it across your own investment strategies.
The pilot
One strategy.
4-8 weeks.
Clear success criteria.
Success criteria are agreed in writing before we start. Your team reviews the testing, risk analysis and evidence produced for your strategy.
At the end, you receive a full report on your strategy, and your team is trained on the process.
POUTHON / PROCESS MANAGERILLUSTRATIVE VIEW
Strategy workspace
US Equities · Quality strategy
Strategy validation evidence
Point-in-time data checksDocumented
Unseen-data testingDocumented
Trading cost assumptionsDocumented
Capacity and risk reviewDocumented
Investment committee decisionAwaiting team
AI prepares the evidence. Your team decides.
Pricing
Priced by fund size.
Start with a pilot on one strategy, credited towards your license.