coverage
85%
+3.6%
ASSET MANAGEMENT
Portfolio intelligence that never sleeps.
Harness institutional-grade AI to monitor, analyze, and optimize portfolios across asset classes with real-time insights.
ASSET MANAGEMENT Command View
traderportfoliotimelyclear
Signal curve
sync 0sconfidence
91%
+1.7%
Lane control
Sector rotation
Energy 2%
Tech 3%
Healthcare 4%
Credit 5%
Heat lanes
Module stack
kpistrendtabsalerts
Portfolio tracking driven by Agents.
Get fast, repeatable analysis workflows built for institutional asset management teams.
Rapid Market Analysis
traderportfoliotimelyclear
Signal curve
sync 0scoverage
85%
+3.6%
confidence
91%
+1.7%
Lane control
Sector rotation
Energy 2%
Tech 3%
Healthcare 4%
Credit 5%
Heat lanes
Module stack
kpistrendtabsalerts
Rapid Market Analysis
Generate market analysis, sector reports, and competitor intelligence instantly so managers can allocate more time to strategy and risk management.
Scalable Expertise
analystagenticverifiedfast
Signal curve
sync 0scoverage
92%
+4.2%
confidence
96%
+1.1%
Lane control
Scenario matrix
Alert stack
Cross-reference completedhigh
Forward guidance extractednormal
Outlier resolvednormal
Module stack
kpisheatmaptabsqueue
Scalable Expertise
Scale research capabilities across multiple portfolios and asset classes simultaneously while your team focuses on investment theses and client advisory.
Client-Ready Deliverables
executiveportfoliotimelyclear
Signal curve
sync 0scoverage
85%
+3.6%
confidence
91%
+1.7%
Lane control
Connected systems
CRMsynced
Data roompending
BI suitesynced
Task boardpending
Pipeline
Module stack
kpistimelinequeuealerts
Client-Ready Deliverables
Create investment reports, performance analytics, and stakeholder-ready outputs in your format automatically.
“Equitista helps us go from fragmented data to portfolio-level conviction in record time — without sacrificing diligence quality.”
Expect value delivered in the first 5 minutes.
Start solving real problems from day one. No training needed. Immediate value to your team and firm.
Empirically Derived Benchmarks
analystagenticverifiedfast
Signal curve
sync 0scoverage
92%
+4.2%
confidence
96%
+1.1%
Lane control
Scenario matrix
Alert stack
Cross-reference completedhigh
Forward guidance extractednormal
Outlier resolvednormal
Module stack
kpisheatmaptabsqueue
Empirically Derived Benchmarks
Compare deal metrics against industry standards while you focus on investment strategy and positioning. We benchmark every retrieval, every document type, and every report generated.
Outputs You Can Trust
reviewerprecisiontraceableadaptive
Signal curve
sync 0scoverage
88%
+2.9%
confidence
93%
+0.8%
Lane control
Field extraction
Revenue86%
EBITDA87%
Net debt88%
Runway89%
Schema lanes
Module stack
kpistrendtimelinetabs
Outputs You Can Trust
Generate verified due diligence reports with institutional accuracy while you concentrate on deal execution and value creation.
Agent Integrations (Lattice)
executiveagenticverifiedfast
Signal curve
sync 0scoverage
92%
+4.2%
confidence
96%
+1.1%
Lane control
Connected systems
CRMsynced
Data roompending
BI suitesynced
Task boardpending
Pipeline
Module stack
tabstimelinequeuealerts
Agent Integrations (Lattice)
Connect with your existing systems while focusing on relationship building and strategic decisions. Bring your favorite tools into your workflow instantly.
Multi-Modal Support
analystprecisiontraceableadaptive
Signal curve
sync 0scoverage
88%
+2.9%
confidence
93%
+0.8%
Lane control
Input channels
PDF73%
Spreadsheet75%
Audio77%
Video79%
Fusion output
precision
traceable
adaptive
Module stack
kpisheatmapqueuealerts
Multi-Modal Support
Process all document formats instantly — audio, video, PDF, CSV, Excel, and image files — with no manual format handling.
SECURITY
No compromises. We breathe security and privacy.
We are pursuing SOC Type II certification for institutional-grade data management. Your data belongs to you — we never use it for model training.
SOC2
GDPR
Encryption
Security telemetry
SOC workflow activeEncryption health
95%
Governance
92%
Active anomalies
6
Audit trail
Policy scan complete
Access diff complete
Encryption audit complete
Protection pressure
SAML sync check queued
Token expiry simulation queued
Role escalation boundary queued
Zero critical breachesrefresh 0s
FAQ
Answers for teams evaluating Equitista
Built for high-accuracy financial workflows with practical onboarding.
Lattice by Equitista is built ground-up with compliance by design. Our focus on comprehensive document analysis and industry-specific data processing is central to our quality standards.
We abstract most prompt complexity away from users. Teams focus on goals and workflow context while our system orchestrates retrieval, extraction, and reporting tasks behind the scenes.
We support staged integrations into existing analyst and deal workflows. Teams can adopt progressively, starting with document ingestion and reporting, then expanding to broader process automation.
LET'S GET STARTED
Built for asset management — portfolio intelligence that never sleeps.
Move faster from raw market data to portfolio action with agentic workflows built for investment teams.