Built for portfolio and risk managers — live book telemetry, AI-drafted proposals, and a deterministic scenario engine. A decade of quant craft inside, with a human approving every recommendation.
“Having drift telemetry, AI proposals and compliance checks in one view has changed how I approach every morning brief. The approval gate keeps the whole team confident in what goes to execution.”
Rajan Mehta · Senior Portfolio Manager
$10B+
AUM under Jarvis oversight
What's inside
Whole-book telemetry — AUM, P&L, drift and an AI task queue across every mandate.
Single-fund NAV, returns and a holdings blotter with FX-aware, tabular figures.
Constraint-aware mean-variance / risk-parity / Black-Litterman baskets — you approve them.
What-if reallocations and trades with before→after risk diffs, in seconds.
Index overlays, tracking error, beta and Brinson sector attribution.
Declarative mandate rules and a deterministic, human-gated approval queue.
Advisory by design
Every agent can only ever draft a proposal. It runs through deterministic, non-LLM validation and a portfolio-manager approval before anything touches the book — enforced in the schema and the API, never in a prompt. Audit is append-only and tamper-evident.