Live Demo: AI-Driven Investment Solutions with Sphere
On February 25, MDOTM Ltd’s CEO & Co-founder, Tommaso Migliore, took the stage at Finovate Europe 2025 to showcase Sphere, our AI-driven platform designed to revolutionize institutional investment management.
During the live demonstration, attendees gained firsthand insight into how Sphere empowers asset and wealth managers to enhance decision-making, scale portfolio rebalancing, and automate client reporting with AI-driven solutions.
The presentation began with an overview of the challenges and opportunities in asset and wealth management, highlighting how AI is reshaping the industry. It then introduced Sphere, demonstrating its ability to provide AI-driven investment intelligence through Portfolio Studio, a tool designed to scale investment insights and support Bulk portfolio analysis. Attendees also saw how Sphere’s Market View generates AI-driven narratives to help investors assess macroeconomic trends and define their investable universe.
The demonstration continued with StoryFolio, Sphere’s solution for automating portfolio communication. The Commentary Builder showcased how AI crafts personalized insights, while the Report Builder streamlined the creation of comprehensive, automated portfolio reports.
The session concluded with a deep dive into how Sphere enables institutional investors to leverage AI for more efficient, scalable, and data-driven investment processes, demonstrating its impact on enhancing portfolio management and client communication.
Couldn't attend the event? Click below to book a personalized Sphere walkthrough.
How Sphere Enhances Investment Management
- AI-Driven Investment Insights: Sphere delivers data-driven market analysis and predictive insights, helping institutional investors refine their strategic and tactical asset allocation. By leveraging AI’s analytical power, Sphere provides a granular view of market regimes and risk factors, ensuring portfolios remain aligned with investment objectives.
- Portfolio Rebalancing at Scale: Managing thousands of portfolios simultaneously can be a challenge. Sphere simplifies this process by allowing asset managers to set specific targets and constraints while AI executes the rebalancing efficiently. This ensures optimized portfolios while enhancing operational efficiency.
- Generative AI for Portfolio Commentaries & Reporting: Sphere leverages generative AI to automate portfolio commentaries and investment reports at scale. By providing personalized, clear, and insightful reporting, asset managers can improve client communication and transparency while significantly reducing manual workload.
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About MDOTM Ltd
MDOTM Ltd is a leading firm specializing in Generative and Analytical AI solutions tailored for banks, insurance firms, asset managers, and wealth management companies. Founded in London in 2015, the company has a team of over 60 physicists, data scientists, engineers, and finance professionals. MDOTM Ltd provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Through its innovative AI platform, Sphere, MDOTM Ltd allows clients to seamlessly integrate its proprietary AI technology to improve the efficiency of their investment process.In 2024, Sphere received accolades as the "Best AI Platform for Asset & Wealth Management" at the Global Business & Finance Awards.For more information, visit www.mdotm.ai
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