OrcheXtra

The AI Investment Platform that unifies Data, Products and People.
See it in action

Say goodbye to fragmented tools and manual workflows. OrcheXtra brings together everything your investment
team needs — in one intelligent, modular AI platform.

OrcheXtra is Built around Three Functional Components.

Each component plays a critical role in streamlining your investment process — from ingesting data to generating AI-powered insights to delivering ready-to-use, compliant outputs.

Data Ingestion

Ingest and unify structured and unstructured data from multiple sources.
→ Clean, harmonized, investment-grade data

AI-powered Modeling

Generate role-specific investment signals, risk scores, opportunity rankings, and portfolio diagnostics.
→ AI-driven decision-making

Presentation Layer

Automatically create personalized reports, compliant documentation, and dynamic dashboards for every stakeholder.
→ Automated, tailored reporting

Explore OrcheXtra Solutions

Two modular solution families designed for different investment needs.

Investment Solutions

Built to support strategic decision-making, portfolio design, and market signals.
These solutions help portfolio managers, analysts,
and CIOs act faster and smarter.

Data Insights

Quickly uncover relevant patterns and rankings with NLP-powered analysis of structured and unstructured financial data.

Dynamic Signals

AI-generated market signals help you seize the right timing for asset allocation and tactical decisions.

Portfolio Construction

Accelerate the design of tailored portfolios aligned with risk-return goals using client-centric automation.

Smart Reporting

Automate insight delivery and compliance across roles. These assistants are designed to support decision-making, client engagement, and regulatory reporting.

PM Trader Assistant

Deliver real-time, actionable insights to streamline decision-making, reduce manual work, and improve performance focus.

Sales Assistant

Enhance client interactions with personalized investment narratives, automated documents, and instant data-backed answers.

Risk Manager Assistant

Empower compliance with automated assessments, risk diagnostics, and regulatory-ready reports tailored to stakeholders.

Explore OrcheXtra Solutions

Two modular solution families designed for different investment needs.

1. Investment Solutions

Built to support strategic decision-making, portfolio design, and market signals.
These solutions help portfolio managers, analysts, and CIOs act faster and smarter.

2. Smart Reporting

Automate insight delivery and compliance across roles.
These assistants are designed to support decision-making, client engagement, and regulatory reporting

Why choose OrcheXtra

Unified Investment Stack

OrcheXtra integrates every step, from data to decision to reporting, ensuring consistency, speed, and clarity.

Built by and for investment professionals

OrcheXtra is designed for real-world financial roles: PMs, traders, sales, compliance, risk. It speaks your language and delivers what your teams actually need.

Modular, Scalable, Ready to Plug In

Start with what you need, expand as you go. Every module works independently, but seamlessly integrates when you're ready. Built to fit your stack.

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