Instant Portfolio Insights withAI-Powered Workflows
Assisting capital allocators with Al workflows to navigate alternative investments.
Portfolio Management, Reimagined
Assisting capital allocators with Al workflows to navigate alternative investments.
Streamlined document collection
Our AI automatically pulls data from multiple sources, including documents and web platforms.
AI to parse your documents
Automatically structure data from unstructured PDFs and Excel reports, ensuring accuracy and quick retrieval with our AI chat feature.
AI assisted Insights
Our AI platform transforms complex information into clear, actionable investment data, empowering you to make confident decisions.
AI chatbot to retrieve key information
Use our AI to ask questions and find key information faster and make decisions in hours vs days.
Comprehensive Portfolio Overview
Get a clear view of your investments with intuitive visualizations and real-time data.
Total Portfolio Value
$273,584,000
Annual Returns
+12.4%
Asset Classes
5
Portfolio Performance
Comparing your portfolio against benchmark
Asset Allocation
Current distribution across asset classes
- Equities
- Bonds
- Real Estate
- Alternatives
- Cash
Performance by Asset Class
Returns across different investment categories
Your Portfolio Intelligence
Ask questions about your portfolio and get instant, accurate answers powered by advanced AI.
Rally Assistant
Hello! I'm your AI wealth assistant. Ask me anything about your portfolio and I'll provide instant insights. Try questions like 'How is my portfolio performing this month?' or 'What's my exposure to technology stocks?'
11:03 PMTry asking: "How is my portfolio performing?" or "What's my exposure to technology stocks?"
Why Choose Rally
4,000+ hours saved
In processing quarterly reports
45 Days to 1 Day
Time to insights drastically reduced
100% Data Accuracy
Human led, AI Assisted
10X Deeper insights
No data left behind