PAT is Optimai's portfolio AI agents, part of the Optimai Wealth Insights Platform. Relationship managers, client advisors, and performance and risk managers ask PAT about any client's portfolio in plain language, and have it write portfolio commentary with market news and CIO views, using only the institution's own verified records.
Formerly Optimai Portfolio AI Copilot.
| Client | AUM | Cash |
|---|---|---|
| Client A | SGD 4.2m | 22% |
| Client B | SGD 2.9m | 19% |
| Client C | SGD 1.6m | 17% |
The portfolio is up 5.0% this year, helped by steady income from fixed income holdings. In line with the CIO's neutral view on duration, the deposit maturing in November is a good moment to review the bond allocation.
Ask about any client's portfolio in plain language, have PAT write the portfolio commentary, and bring the bank's CIO insights into each client's portfolio review report.
"What is the asset allocation by country versus sector?" "Compare the performance of the private banks." "What is the value-at-risk?" Every answer is backed by the data.
Performance summaries, key drivers, top performers and laggards, sector shifts and concentration risk, written like a letter rather than a table.
The bank's CIO insights are incorporated into each client's portfolio review report.
Macro, regulatory and sector news is woven into commentary and labelled as news. Adverse news searches run on named companies.
Every figure PAT uses comes from the Investment Data Warehouse, the data behind your dashboards and reports.
Market news and CIO insights are always marked, so you know where each line came from.
Every interaction with PAT is logged.
A Singapore fund manager and multi-family office uses Optimai PMAS with PAT to draft its portfolio commentaries from one source of truth across all assets under management.
These are answered once for the whole platform, on the Wealth Insights Platform page.
PAT is Optimai's portfolio AI agents, part of the Optimai Wealth Insights Platform. Relationship managers, client advisors, and performance and risk managers ask PAT about any client's portfolio in plain language, and have it write portfolio commentary with market news and CIO views, using only the institution's own verified records.
No. Optimai does not use client data to train AI. Client data is hosted in the institution's own environment, and any data provided to Optimai is anonymised.
Yes. PAT was previously called Optimai Portfolio AI Copilot. The product now goes by PAT, Optimai's portfolio AI agents, as part of the Optimai Wealth Insights Platform.
No. Everything PAT drafts, including portfolio commentary and portfolio review reports, is for the relationship manager to review before it reaches a client.
This page covers one part of the Optimai Wealth Insights Platform. Everything in the platform works from the same verified source, created by the Optimai Investment Data Warehouse, and runs on RAAE (Rapid Application AI Expert), Optimai's AI application engine.
The data foundation. Consolidates, enriches and checks client and portfolio data from every source.
Learn more →For relationship managers and client advisors: today's client priorities, ranked, with the reason for each.
Learn more →Portfolio Management & Analytics System: 40+ analytics views for performance and risk managers.
Learn more →"We are keen to explore how generative AI can power solutions that can streamline operations in the asset management industry. Optimai is a winner of the IMAS DAP Programme and we are excited to see how they will leverage generative AI to help our members achieve greater operational efficiency in portfolio reporting."
- Carmen Wee CEO, Investment Management Association of Singapore (IMAS)
Rapid Enterprise Application Platform (REAP)
/optimai-v2/images/pat-le593.png)
/optimai/images/optimai-logo-ID-01a22381-8d08-4f0c-8611-7b1534632aec.png){kind=logo}