The AI Operating System for Investment Servicing

Extracting structure from chaos.

The AI Operating System for Investment Servicing

Extracting structure from chaos.

BOOK A DEMO

Verified. Unified. Operational.

Investment servicing buries teams in unstructured data: client queries, regulatory submissions, asset/client onboarding, and portfolio analysis.

Regulex ingests documents (PDFs, DOCX, XLSX, PPTs), applies specialised LLMs to extract insights, and automates what used to take days. Query across your entire document and excel stack. Generate reports and insights instantly. All within your own infrastructure.

Built to scale

Your institutional knowledge compounds with every document added. What starts as your team's vault becomes your organisation's unified intelligence layer - accessible across deals, geographies, and business units.

BOOK A DEMO

Built to scale

BOOK A DEMO

Built to scale

BOOK A DEMO

Clear visibility

Transform scattered files into an organised, searchable catalogue. Regulex automatically categorises documents by type, extracts key metadata, and surfaces the most relevant content. No more hunting through folders - see your entire knowledge landscape.

Learn more

Unified Knowledge

Every answer shows exactly where it came from. Click any response to see the source document, page number, and highlighted text excerpt. No black-box AI - complete transparency from question to verified answer.

Learn more

Designed to turn complexity into clarity.

.01

Verified Answers Only

Regulex never fabricates. Every response extracted from your actual documents with page-level citations. If the answer isn't in your vault, it says so.

.02

Unified Knowledge Bank

Documents scattered across systems become a single source of truth. Your organisation works from the same verified knowledge base - anywhere, anytime.

.03

Operational Intelligence

Generate due diligence reports, compliance gap analyses, and client deliverables directly from your knowledge bank. Answers become action.

The Problems We Solve

Every month, investment servicing teams face the same nightmare: rebuilding context that already exists somewhere in the organisation. Clients demand faster responses. Regulators require more disclosure. And 80% of the answers are buried in formats legacy systems can't touch.

Investor Queries

Instant answers to ad-hoc investor questions. Stop scrambling through SharePoint to answer questions. Semantic search finds answers across 1000+ documents.

Investor Queries

Instant answers to ad-hoc investor questions. Stop scrambling through SharePoint to answer questions. Semantic search finds answers across 1000+ documents.

Investor Queries

Instant answers to ad-hoc investor questions. Stop scrambling through SharePoint to answer questions. Semantic search finds answers across 1000+ documents.

Due Diligence

Complete due diligence work in minutes instead of days. Automatically pull data from your document vault and pre-populate standard and custom templates.

Due Diligence

Complete due diligence work in minutes instead of days. Automatically pull data from your document vault and pre-populate standard and custom templates.

Due Diligence

Complete due diligence work in minutes instead of days. Automatically pull data from your document vault and pre-populate standard and custom templates.