Asset managers and asset owners — including pension funds, insurance companies, endowments, and sovereign wealth funds — operate across diverse portfolios with fragmented data, complex reporting requirements, and limited real-time visibility. Scalata unifies every layer of portfolio management, from capital allocation and risk monitoring to investor reporting and performance attribution.
Asset managers and owners face fragmented data across custodians, brokers, and internal systems. Manual performance attribution, risk reporting, and stakeholder communication create bottlenecks — limiting real-time decision-making and obscuring portfolio-wide risk correlations.
Scalata ingests and structures every data source — positions, transactions, market data, risk reports, and investor communications — into a single searchable repository. Portfolio managers and CIOs gain a real-time, comprehensive view across all asset classes, strategies, and geographies.
Portfolio managers and risk officers query performance attribution, exposure concentrations, factor sensitivities, and allocation drift via conversational AI — receiving precise, actionable insights instantly. Investment committee reports and stakeholder presentations that took days are produced in hours.
Scalata's AI agents automate portfolio monitoring, risk alerts, rebalancing triggers, and periodic investor reporting. The platform generates performance dashboards, attribution reports, and stakeholder communications — enabling asset managers and owners to scale AUM without proportional headcount growth.
You evolve from a reactive, data-fragmented investment operation into a proactive, insight-driven portfolio management platform. Risk visibility becomes continuous, investor reporting becomes automated, and your investment teams focus on alpha generation rather than administrative overhead.
Scalata is an AI-driven finance automation platform tailored for financial use cases use compliant Agentic and Data Governance AI. Our solution transforms complex analysis processes, reducing weeks of
work to mere hours.
Headquarters New York USA, 295 Madison Avenue, 10017: Tel +1 201 713 8899
Europe: Milan, Italy, Corso Venezia 8, 20121: Tel +39 02 30066362 and +39 338 8756716
