Cohere for Wealth & Asset Management
Governed AI agents for investment operations.
Cohere helps wealth and asset managers connect portfolio management, market data, research, and compliance data with AI workflows they can control. North, Cohere's agentic AI platform, brings secure reasoning to the systems that run modern investment management, deployed under EU data jurisdiction with full MiFID II, UCITS, and SFDR compliance.
For portfolio managers
Accelerate research synthesis and improve investment decision quality.
For executives
See portfolio risk, ESG exposure, and compliance status across funds and mandates.
For IT and compliance
Deploy with scoped access, approvals, audit trails, and sovereign data controls.
Powered by North
See the exposure. Trace the cause. Act with control.
North turns fragmented investment context into governed AI workflows for firms that cannot afford black-box automation.
Detect earlier
Spot portfolio concentration risk, ESG controversies, and compliance gaps before they escalate.
Connect the dots
Bring OMS/EMS, market data, research, risk models, and CRM context together.
Keep humans in control
Recommend next steps with portfolio manager approvals, audit trails, and fiduciary-grade documentation.
Asset management is ready for AI that works where investment decisions happen.
The highest-value gains come when AI can reason across research platforms, surface issues before they cascade, and keep people in control, all under EU data sovereignty.
Research synthesis time
Potential reduction in investment committee prep time through automated aggregation of sell-side research, earnings calls, and macro indicators.
Advisor productivity
Potential increase in client-facing time when agents automate reporting, suitability assessments, and portfolio review preparation.
Regulatory accuracy
Near-zero error rates in MiFID II transaction reporting and UCITS compliance filings across pilot institutions.
Investment agents that earn trust over time.
Start with read-only observation, then expand into portfolio diagnosis, risk analysis, compliance orchestration, and governed workflow automation as teams build confidence.
Aggregate and cross-reference sell-side research, earnings transcripts, and alternative data into structured investment committee memos with source citations.
Monitor exposures against risk budgets and factor models in real time, decomposing performance into allocation and selection effects.
Screen portfolios against exclusion lists, monitor controversy alerts, and generate SFDR Article 6/8/9 disclosure narratives with source-traceable claims.
Generate personalized quarterly reviews, market commentaries, and portfolio recommendations tailored to client risk profiles and mandates.
Automate MiFID II transaction reporting, UCITS fund compliance checks, AIFMD reporting, and suitability assessments with audit-ready trails.
Built for investment systems, not just office workflows.
Asset management AI has to meet firms where their data lives. North connects to the system categories that carry portfolio performance, market data, research, compliance, and client context, with sovereign deployment options including air-gapped, hybrid, and EU-jurisdiction cloud.
investment context
One conversation can span a research signal, a portfolio breach, an ESG controversy, and the rebalancing recommendation.
Instead of asking analysts to manually reconcile dashboards, risk reports, and compliance filings, teams can ask targeted questions and get traceable answers grounded in the systems behind the firm.
OMS/EMS + Portfolio management
Position and execution signals
Surface portfolio concentration, tracking error, execution slippage, and mandate compliance with full regulatory context.
Risk systems + ESG data
Regulatory intelligence
Connect MiFID II transaction reports, UCITS diversification checks, SFDR PAI indicators, and audit evidence before reporting deadlines.
Market data + Research platforms
Research intelligence
Attach sell-side consensus, earnings surprises, macro indicators, and sentiment analysis to existing investment workflows.
CRM + Client management
Client and advisory intelligence
Map client risk profiles, investment preferences, communication history, and suitability assessments across wealth and institutional mandates.
Sovereign by design.
North is built for firms that operate under fiduciary duty and EU data jurisdiction and cannot compromise on regulatory compliance.
EU data jurisdiction
All data processing, model inference, and audit logs remain within EU borders. No data transfer to non-EU jurisdictions.
MiFID II & UCITS compliant
Full alignment with transaction reporting, best execution monitoring, fund eligibility checks, and suitability requirements.
EU AI Act ready
Transparency, human oversight, and risk classification built into every agent workflow with documented governance controls.
Air-gapped & hybrid deployment
Deploy North entirely on-premises, in a hybrid configuration, or within EU-sovereign cloud. No external API calls required.
Audit-grade traceability
Every agent decision is logged with source citations, reasoning chains, and portfolio manager approval records, regulator-ready on demand.
Tailored demo
Map your first governed investment workflow.
Speak with Cohere about a tailored demo for your research, portfolio, ESG, client advisory, or compliance workflows. We will shape the conversation around your systems, governance requirements, and business outcomes.
- For portfolio managers, wealth advisors, and compliance leadership teams.
- For CIO, CDO, and transformation leaders evaluating governed AI under EU sovereignty requirements.
- For asset and wealth managers exploring secure agentic workflows with North.