Atoti for Buy Side
The AI-Native Enterprise Risk Intelligence Platform for Asset Managers, Asset Owners and Hedge Funds
Real-time total portfolio intelligence. Built for AI agents, not retrofitted with AI features. No batch delays. No spreadsheet risk. Your IP, your LLM, your control.
Atoti for Buy Side unifies performance, risk, sensitivity and liquidity across every asset class and investment type. It gives your AI agents the real-time, deterministic context they need to act on it. Bring your own approved LLM. Keep your data, models and IP entirely under your control.
Real-time total portfolio intelligence. Built for AI agents, not retrofitted with AI features. No batch delays. No spreadsheet risk. Your IP, your LLM, your control.
Atoti for Buy Side unifies performance, risk, sensitivity and liquidity across every asset class and investment type. It gives your AI agents the real-time, deterministic context they need to act on it. Bring your own approved LLM. Keep your data, models and IP entirely under your control.
From Fragmented Data to AI-Native Total Portfolio Intelligence
Atoti for Buy Side is an AI-native enterprise risk intelligence platform built for asset managers, asset owners and hedge funds managing complex, multi-source, multi-asset portfolios across public and private markets. The Atoti Engine consolidates holdings, benchmarks, risk and liquidity into a single Total Portfolio view, in real time, tick by tick. On top of that engine, specialized AI agents, including those for auto-explanation, what-if analysis, rebalancing, hedging and limits monitoring, run with deterministic, domain-specific expertise on your firm's own approved LLM, with full audit and IP control.
Built for decision makers on the Buy Side
Lower cost by consolidating and rationalizing the IT ecosystem. Support the transition to the cloud to bring greater agility to your business.
Portfolio Managers
Run analytics, construct and rebalance portfolios in real time. Ask Atoti Intelligence to show where you are over- or underweight against a benchmark, generate rebalancing strategies in plain language and compare scenarios side by side before execution.
Risk Managers
Monitor limits continuously across sectors, currencies and asset classes. When a breach is approaching, an agentic workflow detects it, runs scenario analysis on potential market impacts, and proposes remediation, collapsing what used to take hours of manual work across multiple systems into seconds, with a full audit trail.
Performance Analysts
See returns, risk-adjusted metrics and full attribution instantly. Monitor TWR, Monte Carlo, parametric and historical VaR with full drill-down. Auto-Explain, an AI skill in Atoti Intelligence, identifies the root cause of any move automatically in seconds.
Quants and Developers
Build portfolios on the fly on an open, extensible platform. Use the Atoti AI Agent SDK and MCP extensions to build custom AI-powered tools, connect external agents (Claude Desktop, your own agents) and plug Atoti directly into your firm’s broader AI stack, without lock-in.
CIOs and COOs
Eliminate shadow IT and spreadsheet risk. Replace fragmented workflows with governed, auditable enterprise analytics that scale. Bring your own approved LLM, choose your deployment (on-premise, cloud or fully managed) and keep proprietary data, models and IP entirely within your environment.
Infrastructure cost
Optimize your infrastructure costs across in-memory, disk and warehouses. Atoti empowers you to decide which data is loaded in-memory and which remains in the underlying data warehouses. By selectively loading only a fraction of your dataset into memory, you can achieve sub-second query performance while significantly reducing compute costs associated with your data warehouse. This dynamic optimization is seamless and transparent to end users: Atoti always presents the complete dataset, automatically utilizing the optimal combination of database queries and in-memory processing to deliver the best performance and efficiency.
The Buy Side has an analytics problem. And it's getting worse.
Siloed systems for multiple asset classes, batch runs, and sprawling spreadsheet ecosystems create blind spots at exactly the moments when clarity matters most. The result is investment managers operating in the dark, and risk teams spending hours wrangling data instead of making decisions.
No single view across public and private investments.
Getting a consolidated picture is a manual, time-consuming exercise. By the time it’s ready, the market has moved.
Batch processing creates dangerous blind spots.
Overnight runs don’t reflect today’s reality. When conditions shift intraday, your analytics shouldn’t be twenty-four hours behind.
Fund-of-fund look-through takes hours, not seconds.
Expanding multi-layer fund structures and reaggregating across hierarchies delays critical investment decisions.
Spreadsheets introduce risk at every level.
Multiple versions, broken formulas and audit failures. Excel was never built for enterprise-wide, cross-asset risk consolidation.
AI tools lack the financial context to be genuinely useful.
Generic AI platforms can’t query live portfolio data or respect the governance requirements of institutional finance.
Most AI tools are retrofitted, not AI-native.
Generic AI platforms can’t query live portfolio data, can’t marry deterministic calculation with interpretive reasoning.
Atoti was built to solve these problems.
Request a DemoAI Agents Are Only as Good as the Platform They Run On
Real-time risk intelligence
There is no substitute for a platform that gives AI agents a real-time, granular understanding of current risk positions and business conditions as they evolve, tick by tick. The Atoti Engine delivers that context.
Schedule a demoOpen and extensible
Atoti connects seamlessly to your agents, LLMs and existing infrastructure without lock-in. Bring your own approved LLM. Build custom tools with the Extension SDK.
Schedule a demoDomain-specific deterministic expertise
Agents need a platform with deterministic, domain-specific skills, eliminating hallucination risk with precise, auditable outcomes. Atoti’s specialized risk, trading and regulatory agents are domain-trained, not general-purpose.
Schedule a demoIP protection as a first principle
Your proprietary data, models and algorithms remain entirely under your control and never leave your environment. You decide which LLM, on what infrastructure, in which regions, for which use cases.
Schedule a demoDASHBOARD
From Hours to Seconds: Limits Breach Remediation
Intra-day, volatility spikes and a portfolio approaches a sector limit. In most firms today, what happens next plays out across multiple systems and teams over hours or days: a manual limits report flags the breach, a risk analyst pulls market news and internal research, runs scenario analysis offline, then takes action.
With Atoti Intelligence, the same workflow runs in seconds, inside a single source of risk. The Limits agentic workflow auto-detects the approaching breach. The Market Risk agent gathers internal research and current market context.
The Scenario Analysis workflow generates potential tail-risk scenarios on live portfolio data. The agent presents remediation options with a full audit trail, and your portfolio manager decides, with the deterministic numbers and the qualitative context already in front of them.This is what AI-native means in practice: real-time context, domain-specific agents and your own LLM, working together on data that never leaves your environment.
Latest updates
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SEC and CFTC seek comment on harmonizing portfolio margining rules. See what cross-margin reform means for your firm.
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Speed to Answer: Why On-Demand Risk and Pricing Analytics Are the Real Edge
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ActiveViam Recognised in Chartis STORM Report Across Quantitative Analytics and BuySide Risk Analytics
ActiveViam has been ranked in the Chartis STORM Report, placing #28 in Quantitative Analytics 50 and #30 in BuySide Risk Analytics 50, with a Computational Award for data-driven analytics accelerators.
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ActiveViam awarded Best AI Solution for the Front Office
ActiveViam has been named the Best AI Solution for the Front Office 2026 at the Trading Tech Insight Awards USA 2026.
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ActiveViam acquires Derivitec to strengthen risk analytics capabilities
A key move strengthening Atoti's Buy-Side offerings, ActiveViam announces the acquisition of Derivitec, a London-based high-performance, cross-asset derivatives and FX specialist platform.
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The Fed's March 2026 FRTB proposal changes the SA/IMA calculus for US banks. Learn how to assess capital impact quickly and prepare for 2027 implementation.
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The Basel endgame: What the Fed's proposal really means for FRTB
The Fed's March 2026 FRTB proposal replaces the 19% capital increase with a capital-neutral approach. Learn what the recalibrated framework means for SA/IMA decisions, NMRFs, and cross-border implementation.
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ActiveViam set to boost global growth with key appointment
ActiveViam, a leading provider of advanced risk analytics and decision-making solutions for financial services firms, announced industry leader Craig Butterworth is joining the company as Chief Growth Officer.
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