AllMind

Models carry the analysis. A research engine sends simple lookups straight to the data and writes a plan for diligence requests, then routes each part to suitable data and models. Agents draft memos, models, comp tables and earnings notes in a firm's format. The licensed data estate underneath stands on its own, with fundamentals back to 1965, estimates back to 2002, broker research, expert calls and live order books. Take the models away and a working market data and document terminal remains, a product in its own right.

Agent Studio runs three kinds of agent. Research agents keep working through deep dives in their own workspaces after the analyst moves on, and automations deliver recurring work such as a morning coverage brief or a weekly credit check. Monitoring agents watch filings, transcripts and news, test a stated thesis against each one and flag shifts in management language between calls.

Results come back as cited answers, briefs or alerts for an analyst to review, and agents act with the entitlements of the person who launched them, never more. AllMind flags a field it cannot source rather than filling it and logs every question and export. It says material figures still need analyst review, but no approval step stops a report or an edited model before it leaves the platform.

Chat answers open at the supporting passage, every Grid cell cites its source, Reports ties each claim to a document, and calculations stay visible behind every number. When a broker revises an estimate, every comp table and thesis built on the old number is flagged, a firm's own work included.

AllMind sets out a methodology for standardized and as reported financials and hands buyers an eight step verification plan built around amended filings, ambiguous entities and a user with fewer permissions. It reports no accuracy or benchmark results of its own and says any future benchmark would need to come with its inputs, scoring rules and failures.

RBC Global Asset Management is AllMind's named case study, and AllMind describes a year of work with RBC teams that included a review by the bank's cybersecurity group and a presentation to its board. Sagard, Armistice Capital, Algonquin Capital, Bellwether Investment, Ridgewood Capital and Verecan Asset Management appear as clients.

AllMind states plainly that its own product overview draws on no customer deployment or controlled accuracy test, and that it cannot establish independent accuracy, time savings or customer adoption. No client is paired with a measured result, and the sell side managing director credited with shortening initiation work that once took three weeks is not named.

Customer content never trains, retrains or improves AllMind's models, a promise written into the terms of service as well as the security materials, and AllMind works only with model providers that enforce zero data retention. Each customer's content is kept logically separate, with tenant isolation, customer managed keys and single tenant infrastructure available. Agents inherit the entitlements of the person who launched them and cannot widen them.

Deal walls and restricted lists are enforced in the data graph rather than in the prompt, and the AI reaches connected systems such as email or a data warehouse only within the permissions a customer grants. Content is deleted on a stated schedule after the contract ends.

AllMind's privacy policy, updated October 5, 2026, places customer data in Toronto, Virginia and Iowa, with dedicated hosting for firms that have residency requirements. As a Canadian company it applies PIPEDA, and European transfers rely on standard contractual clauses. The terms add firm timelines, with a 30 day export window after termination, deletion within the following 30 days and written confirmation on request, and notice of a confirmed breach within 72 hours. The subprocessor list the policy refers to is not linked, and retention of account data is left open ended.

A SOC 2 Type II report dated November 2025 is available with AllMind's security policies through its trust center, under NDA where applicable. Data is encrypted with AES 256 at rest and TLS in transit, access runs on roles and single sign on with audit logging, and third party audits and penetration tests are described without a schedule. ISO 27001 is targeted for the first quarter of 2027. AllMind calls the SOC 2 report a certification and lists GDPR certification as in progress beside ISO 27001 without naming the scheme it is pursuing.

AllMind holds no license and says its service is not a compliance tool for securities law purposes. Its terms do take a position on material nonpublic information. AllMind keeps information barriers internally, bars employees from trading on customer data or insights drawn from the service, trains staff every year and must report MNPI that spreads through the service.

On the customer side, deal walls and restricted lists are enforced in the data layer, which supports a firm's own information barriers. Responsibility for insider trading compliance and record keeping stays with the customer.

Companies and securities are the subjects of this work, so the governance questions are accuracy and how the ontology decides that two entities are linked. AllMind treats the answers as deliberate proprietary boundaries. It does not share the ontology schema or its version history, entity resolution precision and recall, coverage by relationship type, the share of links observed rather than inferred, or how a false or stale link gets corrected.

Buyers are invited to ask for a live trace instead. A Dictionary lets a firm set house terms, formulas and aliases without overriding factual sourcing. No review process for the models or the ontology is described.

The terms provide the service as is and disclaim data accuracy, and an AI content clause warns that generated material can be wrong and should be checked against original sources. Liability is capped at the fees paid or payable in the twelve months before the event, with indemnification, gross negligence and willful misconduct outside the cap. AllMind indemnifies customers against intellectual property claims only, so a wrong figure carried into an investment decision meets no remedy.

Data suppliers are named in depth, from FactSet, S&P Global, LSEG, MSCI and CME to Third Bridge, Aiera, Quartr, Databento, BlueMatrix and the rating agencies, and Google Cloud and Microsoft Azure host the platform. AllMind does not name the models themselves. It describes finance tuned models and providers bound to zero data retention, and a 2025 account of its RBC work says its models are trained in house, without naming the base models or providers underneath.

Data in Snowflake, Databricks and S3 stays where it is and is read under scoped access. BigQuery, Redshift, SharePoint, Google Drive, Box, Bipsync, email, CRM systems and research management systems such as Verity and FactSet RMS connect by integration. Customer entitled Bloomberg and AlphaSense bridges bring those subscriptions in, and Granola meeting notes arrive as a source. AllMind can be used inside Claude and other AI tools through MCP, or reached through APIs. Output leaves as Excel models with live formulas, PowerPoint decks built from more than 20 investment bank templates and Word reports, and AllMind edits existing XLSX, PPTX and DOCX files.

Multi tenant cloud is the default, with single tenant hosting at extra cost and on premises deployment inside a firm's own infrastructure for firms that need it. Data sits in Toronto, Virginia and Iowa depending on the services used, and dedicated hosting can meet a specific residency requirement. Google Cloud and Microsoft Azure are the cloud partners, and daily backups support recovery.

Subscriptions are priced per seat or across the enterprise, by quote, and teams can request a trial. AllMind's terms of service, updated October 5, 2026, fix the rest of the commercial frame. Fees are in US dollars, billed annually in advance and non refundable unless AllMind itself ends or discontinues the service, and contracts renew automatically a year at a time unless either side gives 90 days' notice.

Renewals rise by the greater of 5 percent or CPI, and single tenant hosting costs extra. AllMind also tells buyers to ask for separate lines covering platform access, content, market data rights, implementation, connectors, support and usage limits.

Asset managers, hedge funds, sell side research desks, family offices, wealth managers and corporate investor relations teams are the users. Coverage spans 18 markets, among them the United States, Canada, the UK, France, Germany, Switzerland and the Nordics. As of August 2026 the company universe held 11,640 companies with filings, 4,035 of them across 15 Western European markets, and credit views add ratings, maturities and bond level detail.

Intraday price bars cover only United States listings, and Asia, Africa and Latin America are on the roadmap rather than in the product. Banking, lending and insurance workflows are outside its scope.