In today’s financial world, portfolio managers and investment teams juggle a complex mix of structured data, research reports, emails, market news, and internal systems. This data is scattered, lives in silos, and takes hours to piece together into meaningful decisions.
Unique AI changes that.
In this demo, Dan Ritter, Chief Product Officer at Unique, walks us through how Unique AI powers an AI-enabled workflow that unifies tools, data, and processes across the organization, giving portfolio managers, administrators, and teams a seamless, agent-driven environment to work faster and smarter.
1. The Portfolio Manager’s AI-Enabled Workflow
A portfolio manager starts their week needing answers fast:
-
What’s in my portfolio right now?
-
How did last week’s Fed meeting impact each position?
-
What are brokers saying?
-
What do analysts in FactSet forecast?
With Unique AI, they simply ask.
In seconds, the platform:
✅ Pulls the PM book from internal systems
✅ Combines it with macro insights from trusted sources like CNBC
✅ Fetches the latest broker emails from Outlook and applies sentiment at a ticker level
✅ Retrieves analyst consensus and financial metrics from FactSet
✅ Consolidates everything into a single, formatted table
What normally takes hours or days is now done in minutes, which means no more switching across dashboards, inboxes, and spreadsheets.
From there, the manager can go further:
-
Automatically generate an Excel report, properly formatted with traffic-light signals
-
Create visual portfolio charts in real time
-
Draft an email summarizing insights and have it sent directly to Outlook as a draft
2. The Administrator’s View: Secure, Scalable Control
Behind the scenes, administrators manage the integrations and guardrails.
Through the MCP (Modular Connector Platform) Hub, they can:
-
Add and configure data sources like Outlook, FactSet, or internal databases
-
Choose between shared or individual authentication
-
Control which AI tools users are allowed to access, e.g., pulling emails vs. sending them
-
Customize system prompts and tone at a granular (tool-by-tool) level
This ensures the AI is powerful but also secure, compliant, and aligned with how the organization works.
3. Team Leaders: Building Agentic Workflows for Their Teams
Team leads can take it one step further.
In Unique Spaces, they build AI agents tailored to their team’s workflows by:
-
Selecting only the tools their team needs
-
Writing customized prompts and role instructions
-
Automating research flows, data requests, and task handling
This empowers teams to build repeatable, intelligent processes without writing code or depending heavily on IT.
Why It Matters
✅ Unified Data: Structured, unstructured, internal, external, all in one place
✅ Massive Time Savings: Hours of manual work reduced to minutes
✅ Enterprise Guardrails: Administrators stay in control
✅ Agentic Infrastructure: Teams build their own AI-powered workflows
Unique AI for Portfolio Managers in Action: Demo
In today’s financial world, portfolio managers and investment teams juggle a complex mix of structured data, research reports, emails, market news, and internal systems. This data is scattered, lives in silos, and takes hours to piece together into meaningful decisions.
Unique AI changes that.
In this demo, Dan Ritter, Chief Product Officer at Unique, walks us through how Unique AI powers an AI-enabled workflow that unifies tools, data, and processes across the organization, giving portfolio managers, administrators, and teams a seamless, agent-driven environment to work faster and smarter.
1. The Portfolio Manager’s AI-Enabled Workflow
A portfolio manager starts their week needing answers fast:
What’s in my portfolio right now?
How did last week’s Fed meeting impact each position?
What are brokers saying?
What do analysts in FactSet forecast?
With Unique AI, they simply ask.
In seconds, the platform:
✅ Pulls the PM book from internal systems
✅ Combines it with macro insights from trusted sources like CNBC
✅ Fetches the latest broker emails from Outlook and applies sentiment at a ticker level
✅ Retrieves analyst consensus and financial metrics from FactSet
✅ Consolidates everything into a single, formatted table
What normally takes hours or days is now done in minutes, which means no more switching across dashboards, inboxes, and spreadsheets.
From there, the manager can go further:
Automatically generate an Excel report, properly formatted with traffic-light signals
Create visual portfolio charts in real time
Draft an email summarizing insights and have it sent directly to Outlook as a draft
2. The Administrator’s View: Secure, Scalable Control
Behind the scenes, administrators manage the integrations and guardrails.
Through the MCP (Modular Connector Platform) Hub, they can:
Add and configure data sources like Outlook, FactSet, or internal databases
Choose between shared or individual authentication
Control which AI tools users are allowed to access, e.g., pulling emails vs. sending them
Customize system prompts and tone at a granular (tool-by-tool) level
This ensures the AI is powerful but also secure, compliant, and aligned with how the organization works.
3. Team Leaders: Building Agentic Workflows for Their Teams
Team leads can take it one step further.
In Unique Spaces, they build AI agents tailored to their team’s workflows by:
Selecting only the tools their team needs
Writing customized prompts and role instructions
Automating research flows, data requests, and task handling
This empowers teams to build repeatable, intelligent processes without writing code or depending heavily on IT.
Why It Matters
✅ Unified Data: Structured, unstructured, internal, external, all in one place
✅ Massive Time Savings: Hours of manual work reduced to minutes
✅ Enterprise Guardrails: Administrators stay in control
✅ Agentic Infrastructure: Teams build their own AI-powered workflows