Rivvit AI-powered virtual analyst

A faster way to get answers from your investment data. Just ask!

Rivvit’s AI-powered virtual analyst lets you ask any question about your portfolios, documents, and reports without writing a single query or building a dashboard. It’s like having an analyst on demand.

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Benefits of Rivvit’s virtual analyst

SIMPLICITY

Ask natural-language questions about your portfolios, securities, holdings, transactions, performance returns, or data lineage, and get answers instantly without writing SQL or other code.

SPEED

Run analyses in seconds that would traditionally take an analyst hours or days to model and validate.

ACCURACY

Powered by Rivvit’s built-in governance controls, answers are grounded in gold-copy data that is clean, organized, and reliable.

TRANSPARENCY

Trace every answer back to the underlying source data to validate every insight with confidence.

A new way to engage with your data

Ask, analyze, and act

Pose questions like “What drove AUM changes this quarter?” or “Show allocation shifts in private credit vs. public fixed income,” and get source-aware, time-series answers you can drill into.

Investigate trends

Compare performance, exposures, ratings, and other attributes over time. Identify anomalies, confirm accuracy, and prepare materials for investment committees without hunting through reports.

Explore documents

Interact with credit agreements, offering memos, legal documents, and unstructured data sets to get instant, reliable answers.

Optimize portfolios

Get recommendations about how to optimize your portfolio strategy and investment objectives.

Talk to your data

Rivvit’s virtual analyst empowers front, middle, and back-office teams to get instant, reliable insights.

Investment operations

Rivvit streamlines data ingestion, validation, and reconciliation so operations teams can eliminate manual effort and reduce errors. With unified, governed data and instant natural language answers, teams can resolve breaks faster and support daily workflows with confidence.

Portfolio managers

Rivvit gives portfolio managers instant insight into performance, exposures, attribution, and market movements using simple conversational questions. With reliable data and fast, context rich answers, managers can make better decisions and act quickly when opportunities or risks arise.

Risk teams

Rivvit unifies position, exposure, and market data so risk teams can analyze concentrations, liquidity, and emerging threats in seconds. With explainable outputs grounded in governed data, teams can evaluate scenarios, monitor changes, and produce defensible risk reports.

Accounting/finance

Rivvit provides clean, consistent data for NAV calculations, financial reporting, and audit ready workflows, reducing manual reconciliations and delays. With complete transparency into every number, teams can explain variances instantly and close the books with greater accuracy and confidence.

The journey to AI

Rivvit delivers a strong data foundation that unlocks the path to AI intelligence.

Data foundation
Establishing clean, centralized data from all systems
Reliable reports
Building trust through consistent reporting and validation
Data governance
Ensuring accuracy, quality, and accountability with tools that monitor data health, lineage, and availability
Trusted queries
Empowering users to explore data through self-service access
AI intelligence
Enabling natural language interaction, powered by the same trusted data foundation