AI Workforce for
Modern Asset Managers
Purpose-built AI for Family Offices, Private Equity,
, Fund of Funds, Endowments, Sovereign Wealth and Pension Funds.
The Future of Asset Management
An Operating System that lets Asset Managers augment their firm to scale AUM—not headcount—by putting AI to work.
Deal Flow Intelligence
AI-powered CRM with deal-flow Kanban and automated note-taking. Track every interaction from first touch to close with intelligent relationship mapping.
Portfolio Monitoring
Real-time dashboards, automated monitoring reports, and exception queues. Get instant alerts on portfolio performance and risk signals.
LP Portal & Communications
Centralized investor hub with compliance logging, automated reporting, and personalized LP communications. Keep investors informed effortlessly.
Document Intelligence
AI-powered document extraction from K-1s, quarterly reports, and fund documents. Transform unstructured data into actionable insights automatically.
Unified Knowledge Graph
Connect all your data sources into a single, intelligent knowledge base. Surface insights and relationships across your entire investment ecosystem.
Security & Compliance
Enterprise-grade security with comprehensive audit trails, regulatory compliance monitoring, and data governance for institutional investors.
How It Works
Your data flows into our AI Workforce, where hundreds of agents work together around the clock to automate knowledge work and generate insights.
AI Powered Outcomes
Your Connected Data
Marly's AI Workforce is built by a world-class team of engineers, AI researchers and experienced investors.
Enterprise-Grade Security
We understand the sensitivity of financial data. Security is foundational to the Marly AI platform.
Data Encryption
All sensitive data, including documents and communications, is encrypted using industry-standard AES-256 encryption both when stored and while being transmitted.
Strict Access Controls
Role-based access control ensures that users only see the data relevant to their function. Granular permissions can be configured for maximum control.
Regional Data Storage Control
Our platform enforces strict data residency, allowing you to specify and manage the geographic region where your information is stored.
Compliance & Auditing
Marly AI is built with security and compliance at its core, featuring end-to-end encryption and comprehensive audit trails to keep your
data safe.