InferEdge
Agentic AI workflows for investment teams across research, portfolio management, risk, and
InferEdge delivers agentic AI workflows for investment teams, covering research, portfolio management, risk and client servicing. It addresses the repetitive work of triage, summarization and cross-referencing by embedding agents into existing workflows, with forward-deployed engineers working inside the client's environment on their data and templates.
The platform includes data pipelines that extract and validate information from filings, fund disclosures, market data and internal documents, an agent harness with MCP tools, and enterprise evaluation suites. Workflows cover valuation model refresh in Excel, portfolio contribution and attribution across equity and fixed income, client servicing materials, and industry dashboards. Integrations include data exchanges, model providers such as GPT, Claude and Gemini, and outputs to Excel, dashboards, Teams, Slack and email. Security features include single-tenant isolation, VPC and on-prem deployment, encryption, audit logging, SSO and RBAC, region pinning, and agent-specific controls such as prompt-injection resistance and verified citations.
InferEdge is aimed at buy-side investment teams. It offers Essential and Professional per-user plans billed monthly or annually, plus a custom Enterprise edition priced on outcomes that includes data and model integration, enterprise deployment, embedded forward-deployed engineers, and governance and security frameworks.
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