The AI Transformation Platform for Quantitative Hedge Funds

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Bootcamp

Become an AI Agent Leader at Schonfeld Strategic Advisors

Host the AI Agents 101 Bootcamp at Schonfeld Strategic Advisors. We'll come to you!

Bootcamp

Become an AI Agent Leader at Schonfeld Strategic Advisors

Host the AI Agents 101 Bootcamp at Schonfeld Strategic Advisors. 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 Multi-Strategy Research, IC Memos, and Portfolio Operations

StackAI helps multi-strategy platforms like Schonfeld deploy secure AI agents that accelerate investment research, automate IC memo drafting, monitor currency and market signals in real time, and streamline client relations—all connected to internal data sources with enterprise-grade security and compliance.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for multi-strategy investment research, IC memo generation, and portfolio manager analytics

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 Hedge Funds

Leading hedge funds and asset managers trust StackAI to accelerate research, strengthen client relations, and sharpen investment decision-making with AI agents.

Case Studies

Trusted by Leading Hedge Funds

Leading hedge funds and asset managers trust StackAI to accelerate research, strengthen client relations, and sharpen investment decision-making with AI agents.

A multi-billion-dollar hedge fund used StackAI to deploy AI agents that streamline research, automate information retrieval, and enhance client relations workflows — delivering faster, more data-driven insights that sharpen investment decision-making.

Workflows used

AI-powered client relations and investment research.

Data-driven portfolio decision-making

Automated information retrieval at scale

cityscape photography of high-rise building

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making

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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