Tyler Gillespie
Chief Design Officer
Introducing ‘Sterling’, our Proprietary Portal Retrieval System.
We have solved one of the biggest pain points for alternatives investors.
Family offices juggling relationships with dozens of investment partners feel this most acutely: multiple portal websites, login credentials, and notifications bog down ops teams with manual admin tasks every day. We built a proprietary system that solves this once and for all. Connect a portal once, and it's on autopilot.Sterling retrieves, extracts, tags, and saves every document, then automatically visualizes the data in your dashboards. This is more than a manual portal aggregator; this system workflow never stops working on your behalf.
Learn more about automating all of your investment portals by booking a demo or reaching out to your implementation team lead for existing customers.
2 - Investment Alias
Every team has its own names for its portfolio investments, and it's almost never the 50-character-plus legal name on your K-1. Now you can nickname investments and liabilities throughout the platform, with zero data degradation across the entire system.
3 - Coming Soon! Deeper Clarity Through Custom Permission Design
Unique roles and responsibilities exist within your office. How might you give access and context to your data without the risk of workflow disruption?
Soon, with Unlimited.ai, you can build custom permission groups so your whole team can engage on the platform in the ways you need them to. Simple Global Read and Write Access is a thing of the past; your needs are more complex than that. With Unlimited.ai, set unique permissions and roles within our platform so everyone has exactly what they need and what they don’t need.
See It Live
The best way to understand these updates is to see them through the lens of your own data. Grab time with David for a walkthrough — we'll show you exactly how these fit your workflow.
A few articles from our leadership team
David, our CEO, writes about the future of private markets and technology’s role in saving them. Read the Article Here.
David was also recently interviewed about AI's impact on family offices on one of the leading family office podcasts, The Mack Podcast. Give it a listen here.
Hunter, our CTO, leads a discussion on where AI and SaaS are going. Watch the Podcast here.
Tyler, our CDO, confronts the design challenge that every investment management platform faces. Read the Article Here.
As always, we're building the platform we wish existed for family offices, and we're just getting started.
Thank you for being part of the Unlimited.ai journey.
