The AI Transformation Platform for Asset Management

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Bootcamp

Become an AI Agent Leader at Invesco

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

Bootcamp

Become an AI Agent Leader at Invesco

Host the AI Agents 101 Bootcamp at Invesco. 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, ETF Operations, and Investor Services

StackAI helps asset managers like Invesco deploy secure AI agents that automate investment research, analyze 10-K/10-Q filings, generate investment memos, and connect to internal data sources like SharePoint and Snowflake—with enterprise-grade compliance, SOC 2 certification, and role-based access controls built in.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for ETF research, portfolio analytics, investment memo generation, and advisor helpdesk 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 Management Firms

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

Case Studies

Trusted by Leading Asset Management Firms

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

A leading multi-class asset management fund used StackAI to deploy AI agents across research, compliance, and reporting workflows, automating time-intensive processes and enabling investment professionals to focus on higher-value decision-making.

Workflows used

AI-powered research, compliance, and reporting.

Multi-class asset management workflow automation

Freeing investment professionals for higher-value decisions

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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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