Blog
Latest Industry Insights

To access our full content library, head over to our resources page

Group 121473
Group 121472

    Sort by

    All Content

    Meet aLi: the AI agent that gives you instant answers from your investment data
    13 May 2026 Family Offices

    Meet aLi: the AI agent that gives you instant answers from your investment data

    Single family offices manage multi-custodian, multi-entity, multi-currency wealth across public and private markets, typically with a small team. The capability is there. The raw data is there. But when a family or team member asks a simple question: "how did we perform last quarter?" or "what's our exposure to US tech?" the answer still takes half a day.

    The path from question to answer runs through an analyst, a spreadsheet and a manually built report. Industry surveys suggest more than half of asset owners still rely on spreadsheets for this work, consuming roughly a week of manual effort every month. That is time the team is not spending on decisions that improve portfolio performance.

    aLi is built to change that.

    Read more