Asset Managers

Take your research from draft to decision

FinSynth is auditable AI research infrastructure, purpose-built for asset management research teams. Its AI agent runs complex institutional-grade workflows like idea generation, model builds, investment memos and holding reviews, tracing every output back to its source.

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Built to work across investment styles
  • Value
  • Growth
  • Quality
  • Income
  • Core

Where FinSynth fits into asset management research

Screening and idea generation

Ask FinSynth to screen your investment universe on the numbers and the narrative, from margin trends to guidance changes to what management said on the last call, and it returns a shortlist with every data point sourced. Each name is ready to take further.

Get up to speed

Point FinSynth at a company, sector or market and it maps the business, its segments, key metrics and what management has been saying, each point linked to its source. Add your own broker notes and expert calls from the Dataroom and it works across those too.

Models and valuation

Ask FinSynth to build the model and DCF in your template and set comps against the peer set, each historical and multiple linked to where it was reported. It handles segment recasts and restatements, so the history lines up before you start forecasting.

Investment memos

Ask FinSynth to draft a memo in your committee’s format and it brings together the thesis, valuation, risks and supporting data from your research, each claim linked to its source.

Monitoring and holding reviews

When holdings report, ask FinSynth to update your models and flag where results beat or missed consensus, each figure linked to the release. Ask it to review a position and it checks the thesis you bought it on against everything reported and said since.

+ Hundreds more research workflows, all in one agent

How your team works with FinSynth

Fast to draft. Faster to trust

01

Bring your research context

  • Your house format

    Models, comps and memos built in your templates, the way your firm already works

  • Dataroom

    Keep broker notes, expert call transcripts and internal research in folders, and attach them to any session

  • MCP connectors

    Connect FinSynth to your own data and tools, like Snowflake and Microsoft 365

02

Run your workflow

  • Runs your research workflows

    Screening and idea generation, getting up to speed, models and valuation, investment memos and holding reviews, all from one agent

  • Works in Excel and on the web

    Use it as an Excel add-in inside your existing models, or in the web app for research and memos

  • Skills for repeat workflows

    Teach FinSynth your earnings update or comps routine once, then run it across every holding

03

Review the evidence

  • Every output cited

    Each number and claim links to the exact line in the filing, release, transcript or your own documents

  • Review citations

    Select a range of cells and step through the source of every number in one pass

Customers

Hear what the analysts
have to say

“It cut my model build time by 80%. What used to be two days of pulling numbers and building, I get through in an afternoon now.”
Long Only Analyst

Frequently Asked Questions

Questions asset management teams ask

support@finsynth.ai

FinSynth is auditable AI research infrastructure, purpose-built for asset management research teams. Its AI agent runs complex institutional-grade workflows like idea generation, model builds, investment memos and holding reviews, tracing every output back to its source. It works as an Excel add-in and as a web app.