At Cogniwave Dynamics, we develop robust and modular AI solutions for asset managers, with a strong focus on risk control, regulatory compliance, and end-to-end technological integration.
Portfolio Optimization & Smart Allocation
- Multi-objective optimization engines (e.g., Reinforcement Learning) accounting for expected return, volatility, liquidity, duration, ESG constraints, and regulatory limits.
- Real-time data integration (Bloomberg, Refinitiv, FactSet) enriched with NLP on macroeconomic reports (central banks, rating agencies) to anticipate market stress.
- AI models (machine learning, reinforcement learning) that dynamically adjust allocation based on market signals.
- Simulation platforms to test systemic shock scenarios (interest rates, credit spreads, climate).
- Connectivity with regulatory calculation engines.
Quantitative Research & Strategy Development
- Backtesting and strategy evaluation environments with support for open-source frameworks like QuantLib or integrated proprietary tools.
- Training of ML models (XGBoost, LightGBM) and DL models on large-scale financial datasets (equity, credit, alternative).
- Production deployment via MLOps pipelines ensuring traceability, auditability, model versioning, and automatic re-training upon drift.
Reporting, Compliance & Risk Monitoring
- Automated generation of regulatory and investor reports.
- Breach detection via compliance rule engines interfaced with your portfolio management systems (SimCorp Dimension, Charles River, Bloomberg AIM).
- Integration of VaR, Expected Shortfall, and regulatory stress test calculations (Basel III/IV).
- Real-time dashboards with Power BI, Tableau, or custom solutions showing alerts, exposures, portfolio drift, and key risk indicators (KRI).
Front-to-Back Integration & Secure Infrastructure
- RESTful API or ETL connector integration with existing systems.
- Cloud-native deployment (Kubernetes, Docker) or on-premise with integrated security solutions.
- AI model governance to ensure explainability, compliance, and continuous supervision.
Cogniwave Dynamics supports private banks and wealth managers in better understanding, serving, and retaining their high-net-worth clients.
Advanced Client Segmentation & Personalization
- Behavioral, financial, and lifecycle data for dynamic segmentation.
- Detection of shifts in preferences and risk appetite.
Intelligent Advisory & Portfolio Optimization
- Automated investment proposals aligned with tax and regulatory mandates.
- Continuously optimized portfolios based on risk/return, liquidity, and market conditions.
Smart Client Relationship Management
- Action prioritization through client scoring.
- Real-time tools to assist high-value interactions.
- Integration of voice, email, and appointments to capture client intent.
Compliance & Risk Control
- Automation of investor profiling, suitability assessments, and document generation.
- Early detection of anomalies or deviations before regulatory breaches.
- Consolidated views and interactive reporting.
Family offices manage more than capital — they embody vision, values, and generational responsibility.
Cogniwave Dynamics develops custom AI solutions tailored to the specific and complex needs of both single- and multi-family offices.
Portfolio Analysis & Risk Visibility
Our tools provide a consolidated, intelligent view of portfolios, incorporating performance, diversification, and risk indicators to support strategic decision-making.
Governance, Compliance & Intergenerational Transparency
- Dynamic dashboards, governance tools (voting, decisions), and real-time access for all stakeholders.
- Automated monitoring of regulatory obligations: KYC, taxation, reporting.
- Secure and personalized portals adapted to the profiles of members, trustees, and management committees.
Secure Deployment & Custom Infrastructure
- Sovereign cloud hosting or on-premise infrastructure with full data encryption and auditability.
- Solutions designed to adapt to evolving regulatory, tax, and inheritance frameworks.
- Built-in Explainability (XAI): AI models are delivered with clear justifications for each output.
- Regulatory Traceability: Every investment decision or model change is logged, versioned, and exportable for audit purposes.
- Data Security: Full GDPR compliance and encryption by design.
