No-limit AI for your financial firm.
Run your client and market data through AI right in your office.
An AI agent for your most sensitive work.
GEM is the agent built into VaultOS. Point it at a decade of filings or your full book of positions.
Draft the Q3 performance letter for each of our 48 wealth clients from their holdings and the market recap, and flag any that trailed their benchmark.
Read 48 portfolios, drafted 48 letters, flagged 4 for review
48 letters drafted. Four clients trailed their benchmark and are flagged for an advisor to review first.
Your Q3 performance letter is below.
Your portfolio returned -0.6% for the quarter.
That trails its benchmark by 4.3 points.
The holdings behind that result are on the next page.
Check every desk's positions against our firm-wide risk limits and flag anything over.
Read 2,310 positions, checked 6 limits, flagged 3
Three positions are over their limits. The rest of the book is within policy.
Rates desk, 10-year futures
Single-name concentration
Credit desk, BB-rated bonds
Sector exposure
Equities desk, Asia tech
Regional exposure
Backtest our momentum strategy against 20 years of daily prices and chart it against the benchmark.
Loaded 20 years of prices, ran 5,040 trading days, compared to the benchmark
The strategy returned 412% over 20 years against 238% for the benchmark. Its deepest drawdown was in 2008.
Compare the 14 credit agreements in Deal 7 against our standard terms and flag any covenants that differ.
Read 14 agreements, compared to standard terms, flagged 3 covenants
14 agreements compared. Three covenants differ from our standard terms and are flagged for counsel.
Leverage ratio
The Borrower keeps total net leverage at or below 4.5x, tested quarterly.
Leverage ratio
The Borrower keeps total net leverage at or below 5.0x, tested twice a year.
1 OF 3 FLAGGED COVENANTS
Run the numbers as often as you want.
Client data stays inside the firm.
- Q3 holdings, 48 accountsDataset Analyzed
- Q3 client lettersDrafts Drafted
- Firm-wide risk limitsPolicy Checked
- Deal 7 credit agreementsContracts Compared
- Momentum strategy, v4Model Backtested
- Research notes, 2015 to 2025Archive Indexed
Backtests that don't run up a bill.
in token charges across 1,200 backtests this quarter
$0
OVERNIGHT BACKTEST
6:12 AM
FROM 9:14 PM400 RUNS
Results ready by the open.
FINE-TUNING
- Research notes 18,400
- Training Epoch 2 of 3
- Model firm-research-v2
A model trained on your own research.
Your edge stays with your firm.
- Client and position data stays in house.
- Costs don't climb with every backtest.
- Models you train stay yours.
- Add a Cube as the fund grows.
Common questions.
No. Prompts and data are processed on the Cube in your office, so nothing about your positions goes out.
Yes. Every question is logged, so compliance can review who asked what and when.
No. There's no per-token charge, so a heavy quarter of backtests doesn't bring a bigger bill.
Yes. Fine-tune on your notes and trade history, and the model stays on your hardware.
Yes. Each team sees only its own files, and an Alpha Cube serves up to 600 people. Compare models
Have another question? Get in touch
AI for finance, without the exposure.
Built for the strategies you'd never send to the cloud.
