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Institutional Intelligence

Ask the institution.See the whole picture.

Finpilot answers questions across systems, documents, meetings and decisions—with the evidence and history behind every response.

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Question
What changed—and what needs attention?

Five material changes found.Two require review.

Evidence linked

Question context

One question.The right context.

Finpilot determines which parts of the institutional record apply—and which do not.

QuestionWhat changed this quarter—and what requires attention?
Context selected from the institutional record
  • Performance and operating recordsIncluded
  • Documents and researchIncluded
  • Meetings and transcriptsIncluded
  • Clients and accountsIncluded · 1 conflicting
  • Policies and mandatesIncluded
  • Prior decisionsIncluded
  • Prior-year recordsOut of scope
Answer

Five material changes.Two require review.

Across investments, client commitments and firm priorities.

  • A reported value differs across two sourcesNeeds review
  • A key relationship changedSource linked
  • A client or mandate constraint is affectedSource linked
  • A prior decision still governs the responseSource linked
  • One open question remains unresolvedNeeds review

Follow the evidence

Not just an answer.A path you can review.

Every material claim shows the context, definitions and evidence used to reach it.

Explore the answer
Select a claim to inspect its evidence.
Selected claimNeeds review

Three client accounts require review under the revised policy.

Source · Client mandate · rev. Sep 2026 · §4.2
“Single-issuer exposure above 5% requires client consent.”
Conflicting source
Client Account 17 shows 4.9% in the portfolio system and 5.1% in the custodian file.
Scope applied
Client Accounts 11, 17 and 24 · Q3 2026
Definition used
Requires review = above the revised limit or conflicting near the threshold
Access
Advisory team coverage
Missing information
Consent status for Client Account 24
Last updated
14 Oct 2026
Explore the answer
Select a claim to inspect its evidence.
01Three client accounts require review under the revised policy.Needs review
Selected claimNeeds review

Three client accounts require review under the revised policy.

Source · Client mandate · rev. Sep 2026 · §4.2
“Single-issuer exposure above 5% requires client consent.”
Conflicting source
Client Account 17 shows 4.9% in the portfolio system and 5.1% in the custodian file.
Scope applied
Client Accounts 11, 17 and 24 · Q3 2026
Definition used
Requires review = above the revised limit or conflicting near the threshold
Access
Advisory team coverage
Missing information
Consent status for Client Account 24
Last updated
14 Oct 2026
02A reported exposure differs across two approved sources.Conflict shown · needs review
Selected claimConflict shown · needs review

A reported exposure differs across two approved sources.

Source · Portfolio system · position report · 30 Sep 2026
Public Company C — 6.2% of portfolio
Conflicting source
Exposure workbook shows 5.8%, using an earlier pricing date.
Scope applied
Public Company C · as of 30 Sep 2026
Definition used
Exposure = market value ÷ total portfolio value
Access
Investment team
Missing information
None identified
Last updated
2 Oct 2026
03A prior decision still governs the recommendation.Decision in force
Selected claimDecision in force

A prior decision still governs the recommendation.

Source · Recorded decision · Mar 2025
“Continue exposure; review above the defined threshold.”
Incomplete source
The Q3 committee note references the decision but does not record the threshold.
Scope applied
Investment A · decisions since 2024
Definition used
Governing = approved and not superseded
Access
Committee members
Missing information
Threshold value in the Q3 note
Last updated
9 Oct 2026

  • Claims show their work

    Each material conclusion links to the evidence supporting it.

  • Scope is explicit

    The records, dates and constraints applied to the question remain visible.

  • Definitions are institutional

    Approved terms and calculation rules remain part of the answer.

  • Gaps limit the answer

    Missing or conflicting information limits the conclusion rather than disappearing.

New analytical capacity

The questions you couldn’tafford to ask before.

Apply one approved question across every relevant record—and surface only what needs attention.

Question

Which investments moved outside approved parameters—and why?

One approved question applied across 84 relevant investments.

investments reviewed
84
material changes
6
require review
2
missing a current report
1
Surfaced for attentionShowing 4 of 6
  • Applies
    Approved range · single position ≤ 6%
    Current record
    6.4% · portfolio system, 30 Sep
    Conflict or gap
    Exposure workbook shows 5.8% (earlier pricing date)
    Next step
    Review against the Mar 2025 decision
Why it surfaced
Investment A · Concentration above approved range
Applies
Approved range · single position ≤ 6%
Current record
6.4% · portfolio system, 30 Sep
Conflict or gap
Exposure workbook shows 5.8% (earlier pricing date)
Next step
Review against the Mar 2025 decision

Institutional memory

The institution rememberswhy the decision was made.

Approved definitions, corrections and decisions become reusable context—so today’s question retains yesterday’s reasoning.

  1. Original thesis
    Maintain disciplined position sizing.
  2. Key assumption
    Exposure should remain within the approved range.
  3. Committee question
    What happens if concentration rises?
  4. Approved decision
    Continue exposure; review above the defined threshold.
  5. Current question
    Does the original thesis still hold?
Definitions retained · Corrections retained · Decisions retained

The platform

Understanding turns the recordinto work your team can trust.

  1. 01 · Connect

    Connected Data

    Systems, documents, entities and relationships resolve into the institutional record.

    Connected Data
  2. 02 · UnderstandYou are here

    Institutional Intelligence

    Questions and analysis use the record’s context, history, evidence and permissions.

  3. 03 · Act

    Agents

    Recurring work runs from the same record and stops where review or judgment is required.

    Agents

Bring the questionyour systems cannot answer alone.

Choose one question your team currently answers through systems, documents, spreadsheets and institutional memory. We’ll show how Finpilot assembles the context and evidence for review.

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