WealthTech platform BYOB launches AI-powered digital analyst to overcome manual day-to-day tasks.

The latest release of BYOB’s Next Gen wealth management platform reveals Ani - an AI-powered digital analyst built to free wealth and asset managers of manual tasks.

LONDON, March 16, 2021 - WealthTech platform Build Your Own Beta (BYOB) has bolstered its front-end analytics solution with the launch of a digital analyst: Ani. Designed to match BYOB’s simple, user-friendly platform, Ani has been added as an AI-overlay to automate common tasks and complex workflows, while providing insights and alerts for investors' watchlists, investments and portfolios.

• Provide alerts and insights: Be alerted when an investment has declined by 10% or when your portfolio’s exposures have drifted outside of target.
• Generate ad hoc analysis: Generate an instant Monte Carlo simulation or Mean Variance Optimisation for a prospect meeting.
• Automate work-flows: Conduct an asset allocation review or quant due diligence screen in as close to one-click as possible.
• Automate report generation: Generate a dynamic, interactive report online or deliver it to your inbox, readily available for any Investment Committee Meeting.
• Provide email updates: Receive regular touchpoints to monitor your market watchlists, managers or portfolios.

BYOB, founded by Samantha McBride, aims to help investment professionals within the wealth and asset management industry to overcome the burden of manual day-to-day tasks. The modular-based platform organises and aggregates data, provides a bespoke analytical toolbox and can help to manage portfolios and reporting requirements in a simple yet flexible way. BYOB is currently helping a handful of Wealth Managers, Family Offices and an Oxbridge College move to more automated processes.

"BYOB is the tool I wish I'd had both when I was working as an Investment professional in a Wealth Management firm and as a Portfolio Manager at a quant hedge fund,” says Founder and CEO Samantha McBride. “By streamlining the investment process with innovative, simple and cost-effective technology, we're empowering investment professionals to focus on what they do best - building their businesses, making investment decisions and serving their clients."

For more information, or to arrange a demo, please visit byobeta.com.

About BYOB

BYOB is a centralised platform designed to streamline - and optimise - the investment process. Built for investment professionals, BYOB organises their data, provides a bespoke analytical toolbox and manages portfolios & reporting requirements in a simple yet flexible way.

Backed by investment experts specialising in varying sectors of the industry, BYOB also boasts a team of advisors with a depth of experience to help guide the product, and truly understand the challenges faced in the Wealth and Asset Management space.

Media Contact

Patrick Whyte

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+44 750 8060024

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Additional Contact(s):
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Cover image of the AI digital analyst design

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