The AI research desk
for the external asset manager.
Consolidate every account and pressure-test every holding, on machines you own.
▸ A first look
The whole desk, in one place.
Your desk, hour by hour.
One desk, re-tasked for each hour a CIO actually has.
Overnight, your book moved.
You have ten client families, hundreds of positions and a dozen custodians. The overnight sweep gives you the few names that need you before the open.
“Should I be trimming this?”
A client is on the phone about a holding. Both sides of the case have already been argued out. You take a brief you can defend, not a rating you have to explain.
The print lands.
Consensus, surprise history and guidance shifts are read against the case you already hold. The question is not whether it beat, but what it changes.
Twelve custodians, twelve formats.
Statements arrive as PDFs that agree on nothing. Positions and cash flows come off the page into one view, across accounts, managers and currencies.
The client review.
One analysis becomes four documents: the screen view, the PDF, the committee deck and the working model. They come in English or Chinese, and nothing is rebuilt by hand.
And compliance has to sign off.
The stack is yours: database, documents and search all run on your own machines. There is no telemetry to switch off, because none was ever written into the codebase. What does leave the building is listed below.
01 The problem
You are not short of research.
You are short of the hours to test it.
You can reach everything a private bank can. Acting on it is what doesn’t scale. Research arrives from every custodian. Every note says “Buy,” each for a different reason. Testing which case holds takes hours nobody has. And the tools built for that job are the ones your compliance officer won’t sign.
02 Data sovereignty
The question compliance asks first.
Your compliance officer will not ask if it is secure. They will ask who receives your data. Here is the complete answer for both tiers. The difference between them is where the model runs.
Two things follow from that list. On either tier, your document originals, your database and your search index never leave your machines. And before any research agent sees a position, the client names, account numbers, amounts and cost basis are stripped out of it. The agents work from tickers and weights.
1 Indexing a document means a model reads it once, and every research run sends that model a prompt. On Resident you name the provider that receives all of it, and the account is yours rather than ours. If no hosted provider clears your compliance, Sovereign runs the model in your own office instead. 2 On Sovereign that model runs on a machine in your own office, so none of it leaves the building. 3 Prices, filings and news are fetched by ticker, so those providers see which securities you look up. Running the model locally does not change that. Any vendor who says otherwise is describing a different system. 4 No analytics, crash-reporting or tracking SDK exists anywhere in the codebase. There is nothing to switch off, and your IT team is welcome to check.
03 The platform
One operating layer. Two burdens lifted.
The month-end, done by machine.
Statements from every custodian are parsed and reconciled into one consolidated view. The documents behind it stay searchable and signed off in place.
A desk that argues both sides.
Agents build the bull and bear case in isolation, then cross-examine them once. You get an evidence assessment, never a buy/sell call.
Pillar 01 Operations
From twelve custodians
to one current view.
Ingest
Statements, contract notes and capital calls arrive from every bank as PDFs that agree on nothing. They go in as they are.
Extract
Positions, transactions and cash flows come off the page, including scanned statements. Every figure keeps the page it came from.
Consolidate
You get one consolidated view across custodians, accounts, managers and currencies, with alternative investments in the same picture.
Interrogate
Ask the documents directly. Answers come back with the page, not a summary you take on trust.
Sign off
Annotate, review and sign inside the same file. What changed, by whom and when stays attached to the document.
Pillar 02 Research
We are an AI research analyst,
not an advisor.
Alpheios reads the filings, the tape, the news and the crowd. It sets the bull case against the bear case and tells you where the evidence lands. No buy/sell ratings. No price targets. No stop-losses. No position sizes. That is on purpose. You hold the licence and the client relationship, and a tool that issued recommendations would blur who is advising whom.
What it gives you
- → A bullish, bearish or mixed lean on the evidence
- → How coherent the signals are across dimensions
- → The key assumptions your view depends on
- → What breaks first if those assumptions break
- → Relative, peer-aware context
What it never outputs
- A “Buy” / “Sell” rating
- A price target
- A stop-loss level
- A position size
Four ways to put the desk to work.
Four jobs, four shapes of brief, from an overnight sweep of the whole watchlist to a teardown of a single holding. Coverage spans US and Hong Kong equities. If your desk works differently, the workflow is built to match.
Deep Research
Sizing up a name
Thirteen agents work across six phases. The bull and bear books are built in isolation, with neither side seeing the other, then cross-examined once and put through three stress tests in parallel. A separate synthesiser rules on what survived. When you only need the tape read, it runs technical-only in minutes.
Morning Briefing
Every trading day · 06:30
Your whole watchlist, swept overnight and triaged down to what needs your attention before the open.
Earnings Brief
Around the print
A focused pre- and post-earnings read: consensus, surprise history, guidance shifts and what the result changes.
Thesis Challenge
Validating a pitch
Paste in the case your private bank sent over, or one of your own. The desk takes it apart and finds the holes before the market does.
04 The glass box
We are built on the
- independence
- rigor
- honesty
of research.
A real research team protects its independence by design. So does Alpheios. Every case is built on its own and argued at full strength. Then it answers the other side. Then it is weighed against the evidence, never against a conclusion someone already reached. You can open every step.
05 What lands on your desk
A brief your investment committee can actually use.
One object, every format.
The brief is structured data, rendered the same way every time. One analysis becomes a screen view, a PDF, a committee deck and a working model, in English or Chinese. The model is called once, and the formats cost nothing after that. If you have a house template, it uses yours.
06 Custom work
We build your own process into a workflow that runs itself.
Most desks repeat a sequence every week that lives in one person’s head and a spreadsheet: the checks before an investment committee, the way a new name gets screened when a client asks about it, the pack that goes out every quarter. Describe yours and we build it as an agentic workflow, running on demand or on a schedule, beside the four presets.
Custom workflows are scoped and quoted separately from the subscription.
07 Deployment
Two tiers. The difference is where the model runs.
Both keep your documents, your database and your index on machines you own. What differs is where the model runs, and so whose contract your clients’ records sit under. The software costs the same either way.
Resident
You choose who sees your data.
Installs on a machine you already own. Your documents, database and index live there. Indexing sends a document’s text once to a hosted model, and you decide which one. If your compliance officer will not accept a hosted model at all, that is what Sovereign is for.
Sovereign
If we disappear, your desk keeps running.
The model runs on a machine in your own office. Document text stays in the building. It is built to order: you buy the machine from the supplier, we specify it and set it up, and we take nothing on the hardware. The licence is a file with an expiry date and no callback. When it lapses, updates and support stop. The desk you installed carries on working.
Resident installs on hardware you already have. Sovereign runs on a machine you bought and we configured. Either way the stack is self-hosted and the machine is yours. Pricing follows the size of the book, and is quoted after a walkthrough.
Let’s research together.
Let’s decide better.
Book a walkthrough. We will run a live brief on a US or Hong Kong name you choose. If it earns a second meeting, that one runs on your own machine.