AI in Investment

The AI Portal for Investment Professionals

Make your team extraordinarily productive with AI while meeting your financial regulatory requirements.

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How investment managers adopt AI

Data guardrails and a library of AI prompts for investment managers & advisors

Guardrails + Productivity

Deliver leading AI assistants in full compliance with SEC, CFTC, CFPB, SOC 2 and more.

ChatGPT

OpenAI

Copilot

Microsoft

Claude

Anthropic

Gemini

Google

Grok

xAI

Custom

Assistants

Data Security

Establish a Secure Data Perimeter for your AI

Deploy AI assistants into your own cloud so that sensitive data never leaves your defined security perimeter.

Keep sensitive data on your network

Block or filter requests that cross your data boundary

Keep sensitive data on-device where possible

AI Prompts for Investment

The AI Prompt Library for Investment Professionals

Give your team 200+ prompts designed and tested for banking professionals.

Ready-to-use prompts for:

Client reporting & communication

Market and investment research

Portolio commentary

Draft investment memos

Marketing & thought leadership

AI Policy Enforcement

Develop & Implement Your AI Use Policy

Go from a policy on paper to realtime policy enforcement and training.

AI Use Policy Template

Sensitive Data

Auto-Redact Sensitive Information

Detect & redact sensitive data on-device, before it goes into AI models.

AI Compliance

Maintain an AI Audit Trail

Maintain historical prompt records for your audits and compliance.

Private prompt logs with recorded audit access

User, group, and policy-level permissions

AI prompt categorization & flagging

Meets and exceeds financial regulatory requirements

AI for Financial Institutions

Add Financial-Grade Login

Move beyond consumer-grade AI tools like chatgpt.com and copilot.com that allow access when logged out.

Use your existing financial-grade single sign-on tools

Provision AI assistants per user, group, and policy (geo-location, IP range, etc.)

Host it on your network

Host your AI portal and, where possible, AI models on your own secure network.

Keep sensitive data within your secure cloud

Deploy your own ChatGPT models on Azure

Maintain stricter filtering rules for external AI (SaaS) than for internal AI (self-hosted)

Deliver Your Custom AI Portal

Give your team the latest AI assistants in full compliance with your financial regulatory obligations.

ChatGPT

OpenAI

Copilot

Microsoft

Claude

Anthropic

Gemini

Google

Grok

xAI

Custom

Assistants

Trusted by Industry Leaders

“MultiModel gives us access to the leading LLMs under one roof, with complete peace of mind on confidentiality and no juggling of multiple subscriptions. It's an amazing value for service ratio, not even close.”

Ken Choi

CFO at Sprucegrove Investment Management

“We are very happy with our MultiModel experience. They have made staying on top of AI easy and simple for our team.”

Marie White

CIO at APL Federal Credit Union

“We tried 5 or 6 other vendors before and it was all hype. Nobody else was able to deliver real results like MultiModel.”

Zayd Agjee

CIO at Currie Insurance Group

“The AI portal allows employees to use and test GenAI capabilities in a sandboxed and controlled space rather than circumventing company policies and controls... Our experience has been fantastic.”

Candice Smart

EVP, Information Security at CBS CUSO

Talk to an Expert on AI in Investment Management

Discuss AI compliance to meet your financial regulatory obligations.