AlphaForge
AlphaForge is the asset management solution of InvestWeave: one governed, AI-native layer over the systems an AMC already runs, connecting every desk from leadership to investors. SEBI and house rules are held as versioned controls, so the platform does not just show a breach, it refuses one, quotes the rule and names the owner.
Capabilities
Each desk works from one governed AMC context: schemes, mandates, limits, distributors, cases and evidence.
Better targeting, partner visibility, persistency.
RM, distributor and investor signals are brought together so targeting is earlier and sharper, partner performance is visible, and net flows and persistency improve.
Market, issuer and scheme data, together.
Research is synthesised across market, issuer, scheme and house data, so analysts work from one connected context rather than reconciling sources by hand.
One exception queue across the day.
NAV, reconciliation, payouts and cases are handled on one platform with a single exception queue, so cycle times fall and errors are caught where the work happens.
It does not just show a breach. It refuses one.
SEBI and house limits are held as versioned controls, tested against each action; a breach is refused, the rule is quoted, the owner is named and the override is recorded.
Full-context cases, voice-assisted.
Cases open with the full investor context already in hand and are voice-assisted and tracked, so service is faster and consistent and redemption risks are flagged early.
The firm, on one cockpit.
A firm-wide cockpit gives leadership shared visibility into performance, exceptions and risk, with every gap owned, so decisions are faster and oversight is recorded.
How it works
Ask in plain language or voice, analyse market and house data together, detect risk as it forms, recommend with sources cited, and act only through the approved workflow.
A discovery workshop maps priorities and pain with key stakeholders, then a pilot runs the priority use cases on live data with measured results.