The AI Transformation Platform for Global Asset Management

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Bootcamp

Become an AI Agent Leader at Franklin Templeton

Host the AI Agents 101 Bootcamp at Franklin Templeton. We'll come to you!

Bootcamp

Become an AI Agent Leader at Franklin Templeton

Host the AI Agents 101 Bootcamp at Franklin Templeton. We'll come to you!

Get in Touch

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

Foundational Knowledge

Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.

Real-World Applications

Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.

Hands-On Building

Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

Secure Agentic AI for Portfolio Research, Compliance, and Investor Reporting at Scale

StackAI helps global asset managers like Franklin Templeton deploy secure AI agents that connect to internal research repositories, automate compliance and reporting workflows across multi-asset portfolios, and accelerate investment memo generation—giving IT and portfolio teams enterprise-grade governance at scale.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for multi-asset investment research, fund reporting, and compliance automation

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Granular RBAC

Create custom roles and groups

Global Policy

Admins set cross-cutting policy

Agentic Development Life Cycle

The safest path from prototype to production

Analytics

Customizable audit logs and global analytics

Delegated Permissions

Enforce end-user access to sensitive information

Scope Control

Assign users and groups to private folders

Case Studies

Trusted by Leading Asset Managers

Asset management leaders trust StackAI to accelerate research, automate compliance, and streamline reporting with AI agents.

Case Studies

Trusted by Leading Asset Managers

Asset management leaders trust StackAI to accelerate research, automate compliance, and streamline reporting with AI agents.

A multi-class asset management fund used StackAI to deploy AI agents that streamline research workflows, automate compliance monitoring, and accelerate reporting across teams — significantly reducing manual effort and improving turnaround times.

Workflows used

AI-powered research, compliance, and reporting.

Multi-asset class workflow automation

Streamlined investment reporting

cityscape photography of high-rise building

How a Multi-Class Asset Management Fund Uses AI Agents to Streamline Research, Compliance, and Reporting

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

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