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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Discovery
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Who's in the portal?
Singapore law IMAs
Multi-portfolio clients
Act 1 — Client Review
Orion's IMAs
Orion's fee table
Orion's amendments
Act 2 — Extract & Export
Extract IMA-B01-001
Compare 3 IMAs
Download term sheet
Act 3 — Fee Intelligence
BHF tiered scale
Performance fees
Fee estimate
Act 4 — Compliance Sweep
TBD fee flags
ESG requirements
System mismatches
📂 SharePoint sync
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