Akamena
Product — Deep-dive

Three platforms structure and augment what your firm knows and believes in.

The intelligence layer turns it into each client's wealth story and strategic next moves.

Your firm's investment convictionsCurated and structured A structured investment universeLiquid and illiquid assets Each client's individual portfolioFrom your PMS or statements Each client's personalised wealth story

CIO agentic platform · thinks

Master the investment universe.

Structures the liquid investment universe and the firm's convictions — the investment engine behind the banker platform.

For the CIO office and investment specialists

Universe curation, AI-screened House view, SAA & TAA Investment themes Trend detection Reusable narrative blocks Investment idea generation

Your best thinking, structured once and reused everywhere.

  1. 01The universe, curated
  2. 02The house view, applied
  3. 03The narrative, written once

Private-equity platform · thinks

Streamline private markets.

Structures the illiquid universe and manages clients' private-equity holdings end to end — on the same intelligence layer as the liquid side.

For private-markets teams and the front office

Fund-notice ingestion Holdings & position keeping Closings, subscriptions & fees Fund-idea agent AI-built investment story Client-ready reporting

Private markets, brought into the same client story as everything else.

  1. 01The notice, read and routed
  2. 02The position, kept
  3. 03The closing, offered

Banker agentic platform · speaks

One personalised experience.

Turns the firm's intelligence and each client's portfolio into a personalised wealth story.

For front-office bankers and advisors

Portfolio ingestion Signals & key facts Convictions in context Liquid & private, one story Next best actions Persona-adapted storytelling
Output formats
Digital interactive view PDF PowerPoint

Through the channels your clients already use.

A custom client story in minutes, in the format the banker chooses.

  1. 01The portfolio, explained
  2. 02The assistant, on call
  3. 03The deck, delivered — every edit audited

— How it converges

Three inputs. One platform where it becomes personal.

One deliverable per client.

CIO agentic platform

Liquid universe

Each client's portfolio

From your PMS, statements or another source

Private-equity platform

Illiquid universe

Banker agentic platform · speaks

The output — custom client storytelling

What happenedWhat mattersThe moves ahead
Delivered as
Digital interactive view PDF PowerPoint

One experience. Every client, every portfolio, every moment.

On top of your systems, not instead of them.

Compliant, explainable narratives Human-in-the-loop by design Swiss-resident hosting available

See your clients' stories.

Request a demo