AI Agents for
Portfolio Intelligence

Indicium Accelerator for FSIs on Databricks

Built for financial institutions that need faster, clearer portfolio insight.

Automate exposure and P&L analysis on Databricks to cut delays, gain real-time visibility, and act on daily intelligence.

50% less analyst effort
Faster portfolio reallocations
Trusted, standardized client reporting

Talk to Our Experts

Challenges
in Legacy Table Migrations

Legacy table migrations move slowly and block critical initiatives
Dependency on a few developers creates single points of failure and delays
Manual code conversion lowers quality and breaks compliance with best practices
Engineers waste time on repetitive work instead of innovation

Turn Financial Expertise into AI Precision

AI Agents for Portfolio Intelligence are specialized automation components built on Databricks to deliver daily exposure and P&L insights. They connect portfolio, market, and news data to reveal how and why performance shifts

Behind every AI Agent lies Indicium’s proprietary models, shaped by years of financial data expertise. This foundation turns AI into a strategic layer that interprets exposure, explains performance, and supports faster, data-driven decisions.

How It Works

Exposure Agent
Delivers a daily view of portfolio exposure across sectors and strategies.

❯ Key insights delivered:

Gross and net exposure by sector and strategy.
Trends and velocity of exposure changes.
Connections between portfolio shifts and market events.

P&L Agent
Explains how and why portfolio value changes.

❯ Key insights delivered:

Realized vs. unrealized profit and loss.
Top contributors and underperformers.
AI-generated commentary on performance drivers and tactical opportunities.

Together, they create a continuous intelligence layer that scales with every asset, region, and strategy.

Get Started Today

What You Get

Better portfolio performance

Stronger
client trust

Faster
reallocations

Scalable
growth

“Indicium’s solution automated manual reporting tasks and delivered immediate ROI. We reduced analyst effort by roughly half and shortened decision cycles, while standardizing client reporting across strategies.”

Elypath, a financial investment management company

The Databricks Partner for Real Execution

Indicium combines deep architectural expertise with a global delivery model focused on precision, speed, and measurable impact. Backed by Databricks Ventures and trusted by industry leaders, we turn modernization and AI adoption into repeatable, scalable success.