Turn investment data into structured intelligence.
Credentials and sensitive data encrypted at rest.
Managed, monitored infrastructure across the stack.
Every query scoped to your organization, always.
Security-relevant events recorded and reviewable.
Every report, the same structured shape.
Classify, extract and organize fund PDFs, equity reports and factsheets into a consistent data model — so any document is instantly comparable and searchable.
- NAV · returns · expense ratio · AUM
- Holdings, portfolio construction & risk metrics
- Period-over-period comparison across funds
- 01Upload
- 02Classify
- 03Extract
- 04Structure
A research pipeline built for analysts.
Set a focus area, pick analysis prompts and run them in parallel. Save sessions and revisit them as positions evolve — equity, credit or alternatives.
- Company, sector or macro focus areas
- Batch multiple analyses concurrently
- Competitor and peer comparison
- Saved, revisitable research sessions
Ask questions over any document.
Chat directly with an extracted fund or equity report using multiple AI models, with web search and source citations graded by trust level.
- Multi-model: Claude, GPT and Gemini
- Web search with trust-leveled citations
- Extended thinking for deeper analysis
- Full document context in every answer
From PDF to insight in three steps.
- 01
Upload documents
Drop in fund factsheets, equity reports, PPMs, quarterly statements — any format.
- 02
NeoAnalyst extracts & structures
AI classifies and pulls out metrics, holdings and key terms into structured, queryable data.
- 03
Analyze, chat & research
Query the data, run research pipelines, compare funds and generate investment-grade output.
Built to enterprise standard.
The platform decisions that separate NeoAnalyst from generic AI tooling — every one made for institutional investment use, not retrofitted after the fact.
Multiple models
Claude, GPT and Gemini — pick the right model per task.
Cloud-native
Built on Azure for reliability and scale.
Cited answers
Sources are surfaced and graded by trust level.
Tenant isolation
Your data is scoped to your organization, always.
Built for the trust standard.
Investment research runs on confidential data. NeoAnalyst treats it that way at every layer.
Encryption at rest
Credentials and sensitive data encrypted with AES-256-GCM.
Audit logging
Security-relevant events are recorded and reviewable.
Azure infrastructure
Managed, monitored cloud services across the stack.
Data residency
Data handling aligned to pension and regulatory expectations.
Tenant-scoped queries. Organization data never crosses boundaries.
More in the workspace.
Decks
Generate investment-committee pitch decks.
Prompt Library
Reusable analysis prompt templates with variables.
Playground
Compare models side by side and tune parameters.
Ready to put your investment research to work?
Sign in to your workspace, or request access for your team.
Secure single sign-on · No setup required.