OrcheXtra’s AI Solutions

OrcheXtra gives you instant access to a suite of AI-powered solutions, ready to deploy, designed for your role, and built to scale.

Data Insights

For: Investment Analysts, Portfolio Managers

Leverages AI and NLP to analyze all types of financial data, delivering actionable scores, rankings, and insights.

Benefits:
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Optimize investment decisions
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Improve portfolio performance
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Eliminate manual research
Dynamic Investment Solutions

For: CIOs, PMs, Asset Managers

AI-driven signals across asset classes to optimize asset allocation and identify the right moments to act.

Benefits:
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Increase agility and precision
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Enhance tactical decision-making
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Automate document creation
Portfolio Construction

For: Portfolio Engineers, Wealth Managers

Client-centric construction of efficient, single and multi-asset portfolios aligned with client objectives and risk-return goals.

Benefits:
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Accelerate portfolio creation
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Improve goal alignment
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Eliminate manual research
PM & Trader Assistants

For: Portfolio Managers, Traders

GenAI-powered service delivering tailored, actionable insights to streamline decision-making.

Benefits:
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Reduce cognitive load
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Surface relevant data instantly
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Improve efficiency & focus
Sales Assistant

For: Advisors, Sales Teams

Provides AI-powered insights and automated documentation for better client engagement

Benefits:
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Improve client experience
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Empower sales conversations
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Automate document creation
Risk Manager Assistant

For: Risk Officers, Compliance Teams

Provides real-time risk analysis, automated assessments, and compliant reporting.

Benefits:
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Identify and assess risks faster
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Improve regulatory alignment
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Tailor risk communication to stakeholders

What Changes with OrcheXtra

Before

After

Fragmented data
(Excel, PDFs, legacy systems)
Unified Data Ingestion
Slow product development
AI-driven decision-making
Disconnected Team
Seamless team collaboration
Manual standardized reporting
Automated, tailored reporting
?Ready to transform your investment process
Contact us