''Collation.AI'', is a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for Wealth Managers.

We originated from the WealthTech provider Canopy.cloud, which reports on over USD 170 billion in assets and is supported by many Family Offices, Credit Suisse, and UBS.

Our AI bots, extract data from any system (or PDF document), Put it into a data warehouse and maintain data integrity and consistency, We create workflows around the data in the warehouse, then data is pushed to any system or application our clients wants.