Gradient CIO is a research and portfolio-analytics workspace for institutional allocators, including endowments, foundations, pensions, family offices, OCIOs and consultants. It covers capital market assumptions, portfolio simulation and stress tests, private-markets pacing and PME, and manager diligence: ODD profiles from Form ADV, 13F overlap, and DDQ review that reconciles manager claims against filings. Every figure traces back to its inputs. It also works inside Claude through a remote MCP connector. Free Research plan.
Similar providers
1pltfrm
North America · Global
1pltfrm is an end-to-end private credit investment platform designed to support deal execution, portfolio management, and investor reporting within a single operating environment. The platform is used by private credit managers to centralize workflows across the investment lifecycle while maintaining structured data and operational control.
73 Strings
Europe · APAC · Middle East & Africa · Global
AI‑driven valuation, monitoring, and data intelligence platform for alternative asset managers
Abacum
Global
Abacum is an AI‑native FP&A platform designed to help finance teams drive business performance. The platform centralizes financial and operational KPIs, automates management reporting, forecasting, budgeting, headcount planning, and scenario analysis, enabling finance teams to make faster and more informed decisions.
ABBYY
Global
An enterprise‑grade intelligent document processing (IDP) and AI automation company that provides OCR, data extraction, document classification, workflow automation, and process intelligence solutions. Its technology is used by financial institutions, asset managers, fund administrators, and enterprises to convert unstructured documents into structured, actionable data