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Vector Pro

Vector Pro is the research operating system built for modern investment teams

 

When earnings hit, when the Fed surprises, or when clients demand clarity, analysts and PMs waste hours turning models, filings, and sell-side notes into standardized memos and client-ready narratives. Vector Pro eliminates this drag by generating on-demand, model-aware, and source-verifiable research reports in your firm’s own templates — from CIO memos to client letters. 

Vector Pro is built for investment teams where research quality, speed, and consistency are mission-critical

 

It is designed for medium to large External Asset Managers who must deliver clear, client-ready CIO views at scale; for discretionary hedge fund pods where analysts and PMs spend nights turning models and filings into IC memos; and for global asset managers like BlackRock or Fidelity that need standardized, compliance-safe narratives across hundreds of teams. 

Transforming Research Workflows Into Competitive Advantage

 

By cutting IC prep and event-response time from days to minutes, and by ensuring every team speaks with the same house view, Vector Pro delivers measurable productivity, compliance confidence, and client impact — at a scale that makes sense for EAMs, pod funds, and global asset managers alike.

Three Pain Points, One Solution: Vector Pro

Event-to-Memo Engine

Model-Aware, Source-Verifiable Narratives

Model-Aware, Source-Verifiable Narratives

 

Problem: Every earnings call, Fed announcement, or macro shock demands a fast, standardized research note for ICs and risk teams. Analysts and PMs spend nights pulling filings, transcripts, and news into memos.

Workflow with Vector Pro: Turn complex filings and events into CIO/IC-ready memos in under 15 minutes, formatted to your firm’s t

 

Problem: Every earnings call, Fed announcement, or macro shock demands a fast, standardized research note for ICs and risk teams. Analysts and PMs spend nights pulling filings, transcripts, and news into memos.

Workflow with Vector Pro: Turn complex filings and events into CIO/IC-ready memos in under 15 minutes, formatted to your firm’s template and instantly exportable to Word, PowerPoint, or SharePoint.

Model-Aware, Source-Verifiable Narratives

Model-Aware, Source-Verifiable Narratives

Model-Aware, Source-Verifiable Narratives

 

Problem: Research notes today are manual, error-prone, and hard to audit. CIOs and compliance demand to know where every number comes from — whether it’s consensus, a filing, or an analyst’s Excel cell.

Workflow with Vector Pro: Generate narratives that are directly tied to your live models and filings, with line-level sourcing and automa

 

Problem: Research notes today are manual, error-prone, and hard to audit. CIOs and compliance demand to know where every number comes from — whether it’s consensus, a filing, or an analyst’s Excel cell.

Workflow with Vector Pro: Generate narratives that are directly tied to your live models and filings, with line-level sourcing and automatic footnotes. Every scenario and projection is compliance-safe, consistent, and trusted.

Client/Stakeholder Communication at Scale

Model-Aware, Source-Verifiable Narratives

Client/Stakeholder Communication at Scale

 

Problem: Investment teams struggle to keep PMs, CIOs, risk officers, and clients aligned. Memos, IC packs, and client letters are inconsistent, duplicative, and slow.

Workflow with Vector Pro: Auto-generate house-view-aligned narratives for every audience — IC decks, CIO updates, and client letters — from the same data backbone. This ensu

 

Problem: Investment teams struggle to keep PMs, CIOs, risk officers, and clients aligned. Memos, IC packs, and client letters are inconsistent, duplicative, and slow.

Workflow with Vector Pro: Auto-generate house-view-aligned narratives for every audience — IC decks, CIO updates, and client letters — from the same data backbone. This ensures speed, consistency, and scalability across the entire investment organization.

Vector Pro - Schedule your discovery meeting

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