Your workflows. Your AI. Built for you.

We design, build and run configurable AI infrastructure for banks, wealth and asset managers, insurers and real estate investment firms. Everything is built around your workflows, data, systems and regulatory environment.

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Surface your next best actions.

AI Suite for Advisors

Advisors lose hours every day to prep, notes, compliance and research - and still have to decide, alone, what deserves attention next. Streetbeat is an AI assistant that draws on your CRM, portfolios and market data to guide each advisor step by step, surfacing timely, prioritized action suggestions for advisor review.

Up to 15h*Modelled advisor capacity per week
25-35%Revenue increase per advisor
ConfigurableCompliance Workflow Automation

*Internal workflow model based on a 40-hour workweek, third-party industry activity allocations, and Streetbeat task-time assumptions. This is an estimate, not an observed or guaranteed customer result. Actual results depend on deployment, workflows, data availability, adoption, and institution-specific conditions.

Product interface shown for illustrative purposes only.

  • Next best actionYour AI assistant reads across the client book and tells you, step by step, the highest-value move to make right now with the work already drafted.
  • Intelligent RebalancingContinuous drift detection with one-click proposals across the entire book. Patent-protected.
  • Morning intelligenceAn overnight scan across the client book turns into a revenue-ranked action plan, ready before your day starts.
  • Meeting preparationA complete client dossier in minutes: wealth profile, performance and what-if scenarios, in one view.
  • Real-time AssistantLive context and compliance checks during calls, with configurable CRM updates and follow-up automation.

Institutional-grade portfolios, at scale

Portfolio Engine

Personalized portfolios designed to support applicable regulatory requirements don't scale by hand. Rebalancing, suitability checks and reporting grow more complex with every client. Streetbeat delivers white-label construction and analytics built to support compliance workflows across SEC, MiFID II, and FINRA requirements, supporting AUM growth.

ConfigurableCompliance & Suitability Checks
ConfigurableMiFID II suitability-check workflows with advisor review
5-15%AUM Growth (YoY)

Product interface shown for illustrative purposes only.

  • AI Portfolio BuilderProfile, goals and constraints in; a tailored allocation draft in seconds, with configurable suitability and compliance checks. Patent-protected.
  • Intelligent RebalancingContinuous drift detection with one-click proposals across the entire book. Patent-protected.
  • Risk & performance metricsInstitutional-grade risk, exposure and performance monitoring, updated in real time.
  • Scenario & attribution analysisWhat-if scenarios and performance attribution, with historical backtesting before anything goes live.

Your clients' entire financial life, in one AI

AI Suite for Retail

When retail investors lose money, they leave. AUM erodes, engagement drops and acquisition costs spike. Streetbeat closes the gap with white-label investing and everyday-banking experiences, deployed under your brand inside your channels: not only investments, but the full personal-finance journey.

80%Profitable Portfolio
15-25%Client lifetime value improvement

Product interface shown for illustrative purposes only.

  • Personalized market insightsA daily market pulse calibrated to each client's holdings: what happened, and why it matters.
  • AI Financial Coach24/7 conversational guidance on spending, performance and financial planning, in plain language.
  • Smart spending & budgetingProactive insights, budget monitoring, anomaly detection and savings suggestions.
  • Cashflow forecastingAI predicts income and expenses and surfaces the right product at the right moment.

Rewire the organization, not just the front office

AI Suite for Operations

Front-office tools capture only part of the value. The real drag sits deeper - manual reconciliation, fragmented systems, slow onboarding, compliance overhead - and that's where margin quietly disappears. Streetbeat redesigns your middle and back office with bespoke AI infrastructure built around how your institution actually runs.

-75%Financial Risk Error Reduction
AutomatedRegulatory reporting workflows, with validation and review
ConfigurableCompliance Workflow Automation

Product interface shown for illustrative purposes only.

  • Intelligent onboarding & KYCEnd-to-end onboarding, identity verification and KYC/AML, with configurable audit logging.
  • Middle & back-office automationTrade validation, settlement, reporting and reconciliation workflows with configurable automation.
  • Compliance & risk operationsContinuous monitoring against MiFID II, CONSOB and internal mandates, with live reporting.
  • Bespoke AI infrastructureCustom agents and workflows built around your architecture and regulatory environment.

Built around your workflows.
Governed from the first line of code.

Deployments start from your workflows, your data, and your constraints. The suites are the foundation; the configuration is yours. Agents can include configurable governance and audit controls designed to support auditable, explainable, and accountable workflows. SEC-registered adviser. SOC 2 Type I and II audited. MiFID II aligned.

Request a Demo Security & Data Privacy

Think. Design. Deploy.

Our engagements follow the same path: from strategy and feasibility, through AI engineering, to production on-premise or in the cloud. Compliance and data privacy considerations are included from the first step.

01Think

Strategy before software.

We map your workflows, constraints, and compliance perimeter, and agree on what AI should do for you.

  • AI strategy
  • P&L optimisation
  • Feasibility analysis
  • Data integrations
  • Compliance
  • Data privacy

02Design

Engineered to your stack.

We engineer the agents: models, data pipelines and interfaces, tuned to your stack and your rules.

  • Workflow optimisation
  • Report generation
  • Data visualisation
  • Conversational UI
  • Voice interaction
  • Ease of use

03Deploy

Live, and kept alive.

We ship to production, on-premise or in your cloud, and keep running it with you.

  • LLM fine-tuning
  • RAG pipelines
  • Process automation
  • Vector databases
  • On-premise AI deployment
  • Cloud AI deployment

ship --production

project live