Faster decisions
Shared context across desks, with fewer hand-offs between them.
Fintech · AlphaForge
The governed operating layer for asset managers
AlphaForge sits above the systems an asset management company already runs. It unifies scheme, channel and investor context across every desk and turns insight into approved action, with SEBI and house limits checked as work happens and every answer, approval and action traceable.
Outcomes
Shared context across desks, with fewer hand-offs between them.
Signals tied to schemes, rules and owners, as they form.
Every answer, approval and action traceable to its rule and its evidence.
NAV, reconciliation, payouts and cases on reusable, controlled automation.
Better targeting, partner visibility and persistency across the channel.
The operating layer
Role workspaces sit on a governed AMC context, which sits on the systems of record the company keeps.
Role workspaces
Governed AMC context
Systems of record stay
A limit check refuses the breach. Every check runs against versioned rules, quotes the rule, names the owner and records any override.
Intelligence
Governed centrally: permissions, cited sources, human approval, a full audit trail, and approval that scales with autonomy.
Asked in plain language, or in voice.
Market, issuer, scheme and house data, read together.
Anomalies, breaches and risk as they form.
An answer with its sources cited.
Starts the approved workflow, inside the controls.
Journeys
Investors and distributors get faster, consistent service, while every desk works from one governed workspace.
Investor
Suitable, compliant advice
KYC and documents checked
Order status and NAV visibility
Voice-assisted, tracked
Redemption risk flagged early
Distributor
Due diligence tracked
Clear goals by scheme
Next best action and meeting prep
Commission reconciled
Performance and conduct in view
Who it serves
Foundation
Deep mutual fund specialisation.
Production hardened.
How it starts
A discovery workshop with business and technology leaders is the first step.
Priorities mapped with key stakeholders, into a prioritised list of use cases.
Systems, data, rules and success measures confirmed, into a scope and baseline.
Priority use cases run on live data, into measured results.
Extended to more teams, schemes and workflows, into an enterprise roll-out.
AlphaForge connects the AMC estate, enforces the rules as work happens, and turns insight into approved action on every desk.