Skip to content

AI for asset management

Research, investment guidelines and earlier questionnaire answers become findable. Every statement with a source, dispatch only after approval.

Laptop showing a price chart with candlesticks and indicators on its screen.

Where Thero helps in asset management

The captures come from the running application, whose interface is German. Documents and figures in them are sample data.

  • Answer questionnaires

    For RFPs and due diligence questionnaires Thero finds earlier answers and compiles a draft, with a reference to the source of each statement.

    Canvas
  • Query investment guidelines

    What does this mandate allow, which limits apply? The assistant answers from guidelines and contracts and shows the passage. Checking stays with your risk management.

    Assistant
  • Summarise research

    Long analyses and minutes become short summaries with page references. On request, research adds public sources.

    Tools
  • Prepare client reports

    From commentaries and documents the canvas produces the draft text for the report, which the team checks and finishes.

    Canvas
  • Choose sources deliberately

    Per conversation you decide whether only internal knowledge, only public sources or both are used.

    Assistant

Your sources stay where they are

Thero reads from the systems you already use, such as SharePoint, OneDrive, Outlook, Confluence and Jira, and adopts their access rights. We connect further specialist systems after reviewing the scope.

All connectors

What holds in every industry

Data stored in Germany, AI processing in the EU. Answers cite their sources. Before Thero does something irreversible, such as sending an email, it waits for your approval.

For your outsourcing review we answer security questionnaires and vendor assessments. The data processing agreement under Art. 28 GDPR can be signed digitally. We only show certificate logos once an audit report exists.

Security in detail

Security is our product.

Don't compromise on compliance. TheroAI was built from the ground up for the strict requirements of German industry.

  • GDPR compliant
  • Hosted in Germany
  • DPA on request
AI in asset management: research and questionnaires with sources – TheroAI