Hi, I'm Ani.

The newest member of your team

Ani08:56 PM

Good

How can i help you today...

Meet your team of Ani workers

We can help you to design and deploy a team of specially trained AI Agents

Ani08:56 PM

Hermione

Job Title

Financial Advisor

Bio

Hello! I'm Hermione 📚. I specialise in building comprehensive investment advice and cash flow plans for new clients, then generate polished materials ready for presentation.

Skills

Investment Planning Cash Flow Modelling Client Presentations

Harry

Job Title

Portfolio Specialist

Bio

Hi, I'm Harry ⚡. I automatically run health checks on client portfolios, continuously monitor performance against goals, and alert you to any deviations.

Skills

Portfolio Monitoring Goal Tracking Performance Analytics

Luna

Job Title

Risk Analyst

Bio

Hey there! I'm Luna 🔮. I analyse investments against forward-looking scenarios and historical stress tests to ensure portfolios can weather market volatility.

Skills

Scenario Analysis Stress Testing Risk Modelling

Ron

Job Title

Relationship Manager

Bio

Hi, I'm Ron 🤝. I help you research ahead of client meetings and prepare comprehensive cheat sheets so you're always ready with relevant insights.

Skills

Client Research Meeting Preparation Relationship Intelligence

Neville

Job Title

Operations Specialist

Bio

Hello! I'm Neville 🌱. I monitor your operational processes, flag any stale data or issues, and generate management reports to keep everything running smoothly.

Skills

Process Monitoring Data Quality Management Reporting

Access all areas...

Ani workers have access to an extensive toolbox designed for financial advisors, wealth managers and asset managers.

Our range of AI-powered apps cover the entire financial services spectrum.

Transform complex data into clear, insightful visuals instantly.

Generate precise, insightful reports powered by advanced AI analysis.

Seamlessly integrate Ani's robust AI-powered analytics into your workflows.

"My workers are API-first and can seamlessly integrate with your existing software or third-party connections."

Ani08:56 PM

Introducing Ani Pods

Ani builds bespoke 'pods' - custom applications precisely engineered to your requirements, embedding your specific rules and knowledge to create powerful solutions.

FINANCIAL PLANNING

Cash Flow Planning / Projections

Run deterministic and stochastic cash flow plans and financial projections

PORTFOLIO MONITORING

Regular Health Checks

Automated checks of clients' financial positions & goals based on market movements

CLIENT RELATIONS

Client Communications

Produce beautiful, personalised reports and updates to clients with portfolio analytics

REVIEW PROCESS

Annual Reviews

Automate the annual review process from creating decks to drafting notes

MARKET ANALYSIS

Scenario Analysis

Monitor your scenarios and Capital Market Assumptions against recent newsflow for input into your investment decisions.

CLIENT PREPARATION

Meeting Prep

Provide cheat sheets and suggestions ahead of all calls

Solutions designed for you

The Ani tech stack is designed to be completely flexible to your unique requirements. We can help you to design and deploy bespoke Ani workers and automations.

Get in Touch

Ani has revolutionised the way in which Delfin Private Office deliver our services to our clients. The total flexibility of the ani and the seamless integration between modules allows us to offer unparalleled insights across the performance and risk space in an efficient way with total data transparency/auditability.

Gregg Dennis

Partner, Delfin Private Office