Revolutionary AI for Investment Management & Private Equity excellence
Experience the future of treasury & liquidity management automation. Upload data, ask questions, and get instant AI-powered insights.
Your AI-powered treasury & liquidity management assistant
Drop files here or browse
CSV, Excel, PDF, JSON supported
Powered by enterprise-grade AI • Start chatting to see the magic
Understanding the challenge and providing AI-powered solutions
Institutional treasurers face complex decisions around cash management, short-term investments, and liquidity optimization. Interest rate volatility, credit risk concerns, and regulatory requirements make it challenging to maximize returns while maintaining appropriate liquidity buffers for operational needs.
Our Money Market Intelligence Agent simulates optimal cash management strategies across different interest rate scenarios and credit environments. Using Panorad's outcome simulation engine, the system provides probability-weighted recommendations for money market investments while maintaining liquidity requirements and risk constraints.
How Money Market Intelligence Agent transforms your treasury & liquidity management operations and delivers measurable value
This AI agent streamlines your workflows, automates repetitive tasks, and provides valuable insights from your data to drive better decision-making across your organization.
Transform your treasury & liquidity management operations with conversational AI that understands your business context
Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Money Market Intelligence Agent understands your treasury & liquidity management context and delivers instant, actionable insights.
"What drove our treasury & liquidity management performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, drill down into details, and explore data naturally through conversation
Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions
Export insights as reports, presentations, or embed live dashboards anywhere in your workflow
Remembers your treasury & liquidity management context and provides industry-specific insights
Empowering Investment Management & Private Equity professionals with intelligent automation and actionable insights
Streamline your treasury & liquidity management workflows with AI-powered insights tailored for treasurer responsibilities.
Streamline your treasury & liquidity management workflows with AI-powered insights tailored for chief financial officer responsibilities.
Streamline your treasury & liquidity management workflows with AI-powered insights tailored for liquidity manager responsibilities.
See how Money Market Intelligence Agent revolutionizes your treasury & liquidity management operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your treasury & liquidity management team
A tailored walkthrough mapping Money Market Intelligence Agent to your live workflows.
We map your investor update or IC workflow and configure benchmarks in-session.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.
Investment Management & Private Equity | Trading & Investment Decision
High-net-worth individuals and family offices struggle with systematic trading decisions, often relying on gut instinct ...
Investment Management & Private Equity | Investment Analysis
Investment professionals struggle to accurately predict ROI across multiple scenarios and time horizons. Traditional met...
Investment Management & Private Equity | Risk Management
Fund managers face increasing pressure to demonstrate sophisticated risk management to LPs and regulators. Traditional P...