Stop Drowning in Documents. Start Leading with Intelligence.
Built by people who lived in the chaos.
Current Tools Can't Scale
Generic document storage and auto-fill tools don't understand investment data. Firms spend £27B+ annually on investment servicing - while half the industry still operates on search-and-pray.
Data is Impossible to Find
80% of institutional knowledge lives in formats legacy systems can't touch. Teams spend weeks scrambling across scattered sources - while clients wait days for a single answer.
Manual Work Never Ends
Your team didn't join investment management to copy-paste between Excel files. Yet that's where 20% of their time goes.
How We're Different
Why Regulex Succeeds Where File Storage and Auto-Fill Fails.
Intelligence, Not Just Storage
Regulex understands documents - we don't just store them. We extract structure from chaos, learn your firm's language, and answer questions in natural language with citations.
Built by experienced operators
Built by people who've answered 500+ client questions, lived the quarterly scramble, and raced to find regulatory answers buried in email chains going back years.
End-to-End Platform Workflows
A unified intelligence layer that ingests documents once, extracts insights, and powers every investment servicing workflow from a single source of truth.
Built specifically for Investment Management
Regulex handles every step of investment servicing - so your team doesn't have to.
For CTOs & COOs
Monitor team performance and bottlenecks in real time. Scale operations without hiring additional headcount. Reduce junior analyst burnout from manual data entry. Turn investment servicing from cost centre to competitive advantage.
Investor Relations Teams
Answer ad-hoc client questions in seconds during calls. Pre-fill 100+ annual due diligence responses with verified, cited answers. Generate memos and populate reports before investor committee meetings. Prove compliance with complete audit trails.
Data Management & Ops
Unify data into one intelligent layer. Track ownership, performance metrics, and reporting obligations across complex fund structures. Surface financial and operational data across all entities with complete lineage tracking.
What Teams are Seeing
One Platform. Every Document Type. All investment-servicing workflows.
