[ ASSET MANAGEMENT ]
Build a governed context layer for asset management
Improve client decisions and minimize risk with unified, governed context for your AI workloads.
[ KEY BENEFITS ]
Portfolio and Exposure Intelligence, day to day
Cut portfolio risk
The agents that know the real record catch it before it costs your portfolio.
See the whole portfolio
Every system you run feeds agents that finally see your whole portfolio.
Keep ownership of your data
Your agents work from data that never leaves the building and log for the risk committee.
[ SEE IT BUILD ]
See it build, trace every answer to source
Your data becomes a live understanding of the business, down to an answer you can replay for an auditor.
Your sources connect in place
Portfolio, mandate, holdings, and client systems connect and read in place.
The model builds itself
The portfolio model builds itself from your sources, then your team confirms it.
You follow the real relationships
You walk the real links from client to mandate to holding across systems.
Control and log every action
You assign roles across positions and client data, and every action is logged.
[ WHAT YOU'D ASK ]
Plain language in, a governed answer out
Illustrative examples of the kind of question the Explorer resolves, phrased your way, not ours.
What's our current exposure to this sector?
Show me all mandates with allocation above 60% equities.
Which clients hold this position?
[ WHY IT HOLDS UP ]
Built for this industry's non-negotiables
Real relationship traversal
Every answer traces a real client-to-holding link in your data, end to end.
Federated data access
Portfolio, mandate, holdings, and client data read into one model, in place.
Auditable access control
You control who acts on a position, and every action is logged for the risk committee.
[ THE PLATFORM ]
Run on the zaimler platform
Platform
Your sources connect and read in place.
Ontology
The model of your business builds itself.
Explorer
You follow the real relationships in your data.
Governance
Audit your AI operations
FAQ
This is our production use case in asset management. Bring another use case from the industry and we'll confirm fit in a proof of value.
Access is scoped by role and policy, so a manager sees only the mandates they are cleared for, and every action is logged. The model reads in place, nothing copied out.
Yes. zaimler runs in your VPC or on-prem, over any model, zero egress. Your data and its meaning stay inside your walls, and no frontier model trains on them.
Agents resolve and traverse a graph of the real relationships in your data, so the same question returns the same answer, with the path behind it.
Your existing sources, read in place. Core systems, warehouses, and operational data federate into one model, no migration, no copy.
Weeks. The domain model builds itself from the data you already have, then your team confirms it.
A team that has automated knowledge graphs at scale and built for regulated production. SOC 2 certified, ISO in process.
NEXT STEPS
Here's what we can get done with zaimler in just 60 days proof of value
Forward Deployed
Forward-deployed zaimler specialists partner with your in-house experts
Security, issuer, and client data unified into one governed domain
Department-level onboarding begins
Initial consultation
Working session to map use cases and ROI
Pick one high-value workflow: portfolio intelligence, real assets, or client reporting
Go/no-go decision
Delivering real value
Verify the unified domain model inferred by zaimler
Agents running critical workflows with full audit trails
Measurable ROI from day one — your organizational capacity begins to scale
Forward Deployed
Forward-deployed zaimler specialists partner with your in-house experts
Security, issuer, and client data unified into one governed domain
Department-level onboarding begins
Initial consultation
Working session to map use cases and ROI
Pick one high-value workflow: portfolio intelligence, real assets, or client reporting
Go/no-go decision
Delivering real value
Verify the unified domain model inferred by zaimler
Agents running critical workflows with full audit trails
Measurable ROI from day one — your organizational capacity begins to scale