Secure AI chat tools for enterprise investment documents supporting research and portfolio operations
AI & Data Science for Capital Markets
Vichara applies AI, advanced analytics, and machine learning to solve real investment, risk, and operational challenges across capital markets. We help investment managers, banks, and alternative-asset firms turn complex, high-volume data into actionable insight, supporting better decisions.
Our AI and data science solutions
Our AI solutions are designed for production, not experimentation. Built by teams with deep expertise in finance, credit, and real estate, our models integrate directly into live data pipelines, analytics platforms, and front-to-back investment workflows, delivering scalable insights you can trust.
AI-Powered Research & Analytics Tools
Domain-aware AI assistants and analytical tools that support investment research, portfolio analysis, risk assessment, and operational insight using structured and unstructured data.
Document Intelligence & Data Extraction
Advanced data science models and AI agents that extract, normalize, and validate information from loan documents, rent rolls, prospectuses, servicer reports, and financial statements.
Natural Language Analytics Interfaces
Conversational access to complex datasets, enabling users to query portfolios, assets, and markets using natural language.
Quantitative & Predictive Modeling
Machine learning models for credit, prepayment, ESG analysis, cashflow forecasting, and portfolio optimization, embedded directly into analytics and risk platforms.
Applied AI Frameworks
Agentic and analytical frameworks that support repeatable modeling, scenario analysis, and data-driven workflows across asset classes.
Vendor Platform Extensions & Integration
Deep customization and integration across OMS, accounting, CRM, and data platforms—including Advent Geneva, Allvue, Charles River, Salesforce, and more, extending vendor systems with proprietary models and analytics.
Modern AI & Data Science Stack
Our teams work across a broad and evolving analytics ecosystem
AI / LLM Frameworks
OpenAI, Claude, Gemini, LangChain, LlamaIndex, Hugging Face, Bedrock
Vector & Data Layers
Snowflake Cortex, Pinecone, Weaviate, FAISS, Azure Cognitive Search
Data Science & MLOps:
Databricks, Airflow, dbt, MLflow, scikit-learn, Docker, Kubernetes
Document Analytics
Azure Document Intelligence Intelligence, AWS Textract, Altair Monarch
Visualization & Analytics
Jupyter, Power BI, Tableau, Streamlit, Qlik, Vichara vLens
Explore Programs
Proven AI & Data Science in Production
Our teams have delivered real-world AI and data science solutions, including:
These solutions are actively used by investment teams, not confined to labs or proofs of concept.
Request more infoBuilt for Financial-Grade AI & Analytics
Every solution is designed to meet the standards of institutional investment environments.
Why Vichara
AI and data science led by financial-domain experts
Models designed for real investment decisions, not demos
Vendor-agnostic architecture aligned to your data strategy
Multi-asset expertise across credit, structured finance, real estate, and alternatives
End-to-end delivery, from data and modeling through deployment and support
Global delivery teams with deep experience across complex asset classes
Run real-time pricing, risk checks, and respond faster to market moves.
Contact Us
For over 25 years, Vichara has supported global investment firms, asset managers, and financial institutions with advanced technology and analytics platforms that solve real-world capital markets problems.
We’ll connect you with a Vichara product expert or domain consultant, not a sales rep. So you get answers, not pitches. Complete the form and we’ll connect you with one of our experts.
Follow Us