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Optimai Portfolio AI Copilot
P A T
PAT is an agentic AI embedded in Optimai’s Portfolio Management & Analytics System.
It automates portfolio commentary, surfaces key portfolio drivers, and generates actionable insights—all in natural language—so investment professionals can spend less time analyzing and more time advising.
Whether you're preparing for a client meeting, rebalancing portfolios, or scanning for
adverse news—PAT is your 24/7 portfolio analyst.
Automate portfolio commentary
and time-consuming performance summaries
Understand what's driving returns—performance, volatility, allocations, and news
Respond fast
to client queries with
natural language Q&A
Keep ahead
with AI-enriched outlooks, trends,
and risks
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Comprehensive Portfolio Commentary
Simplified Snapshots
AI-Driven Rebalancing Strategy
Natural Language Q&A
Relevant Market & Company News Integration
"What's the asset allocation by
country vs sector?"
"Compare the performance of the private banks"
"What is the
Value at Risk?"
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Investment Data Warehouse
Interactive Dashboard
Portfolio Management & Analytics System
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