Adviser relationship calls
Help a relationship manager recall the last conversation, notice what has changed and prepare a cited shortlist.
Patchworks Call Intelligence
Explore the use caseLoading…
Loading…
Describe the fund you need and get a ranked, visual shortlist read from fund documents.
Brief
Global equity with low charges, avoiding fossil fuels
| Fund | Risk | Fit |
|---|---|---|
| Example World Equity Index | Risk 4 | High fit |
| Sample Sustainable Global | Risk 4 | High fit |
| Illustrative Developed Markets | Risk 5 | Unverified |
Investment teams screen thousands of funds against briefs that rarely fit standard filters: themes, exclusions, charges and risk together. Getting to a defensible shortlist quickly is the job.
Describe the fund in a sentence or two; the brief becomes editable filters and criteria.
Filters narrow about 4,400 funds instantly.
An AI ranking reads each remaining fund’s Key Information Document and holdings and scores every criterion.
Weights can be adjusted and the search saved or shared.
Fund shortlisting
FundsUnderstand frontier developments, challenge assumptions and decide where your enterprise should focus.
Assess programmes and suppliers, identify what needs to change and implement alongside your teams.
We demonstrate every use case with synthetic data, then discuss what an equivalent would need inside your organisation: data, controls, people and delivery.
Help a relationship manager recall the last conversation, notice what has changed and prepare a cited shortlist.