Come learn more about our industry leading platform and how we are accelerating AI initiatives in the wealth management space.

Accelerate your AI initiatives

The Chronicle Book of Record unifies your Investment and Accounting Book of Record (IBOR and ABOR) onto a single system providing a consistent and accurate data foundation for AI training, deployment, and scaling.

This data backbone simplifies the AI workflow, enhances model accuracy, and allows AI solutions to scale effectively across different applications and business lines.

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Sample reports

Take a look at samples of our current portfolio management, fund management, and family office solutions.

Research & development

Take a sneak peek at some of our latest projects that integrate AI driven off our Chronicle Book of Record system.

Portfolio Rebalancing

Watch Copilot assist users rebalance a portfolio.

Post Trade Allocation

Watch Copilot assist users with allocating a trade to multiple accounts.

Portfolio Compliance

Watch Copilot assist users generate portfolio compliance rules from natural language.

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Tell us your story

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