IMA AI Assistant
POC Demo — Investment Management Portal
AI Document Search — Ask questions across all IMA files
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Hello! I can search across all Investment Management Agreements stored in the portal. Try asking about fees, clients, amendments, or specific terms.
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Search & Discover
Who's in the portal?
Orion Pension Trust — full review
Clients with performance fees
Compare 3 fee structures
Extract & Export
Extract term sheet
Download as Excel
Compliance Check
Flag incomplete fees
Detect amendment mismatches
📂 SharePoint sync
Browse files
Re-ingest Files From Sharepoint
Reset Database & Re-ingest Sharepoint
Regen Amendment Report