For financial services
Give AI the context behind every financial decision.
Percidian connects clients, portfolios, issuers, instruments, research, transactions, communications, obligations, and decisions into one governed understanding — with the information barrier resolved on every request, for every approved AI system. Teams move from fragmented information to current, evidence-backed work without losing control of access.
Identity, entitlements, and side resolved per request · Every access decision recorded
“What do we know about Northstar Corp?”
- who
- Portfolio manager · public side
- side
- Public — thesis, holdings, restrictions
- barrier
- Project Halcyon mandate — absent
- crosses
- Public filings and guidance only
- reaches
- 4 mandates · 2 client accounts
- recorded
- 09:42:07 · reviewable
Illustrative exampleIdentity, entitlements, source permissions, and policy are applied before context reaches AI.
Two sides, one issuer
Who is asking decides what crosses the barrier — and what never does.
Percidian resolves the identity, entitlements, and side of the person asking before any context reaches AI. Side-confidential and non-public material stays on its side; only the public record crosses — decided before generation, on every request.
Public side
Research and portfolio management
Northstar Corp · covered issuer
- Coverage thesis and estimatesSide-confidential
- Holdings across mandatesSide-confidential
- Client mandate restrictionsSide-confidential
- Public filingsPublic record
Private side
Advisory · Project Halcyon
Northstar Corp · mandate
- Mandate and deal timelinebehind the barrier
- Management projectionsbehind the barrier
- Board materialsbehind the barrier
- Press releases and guidancecrosses the barrier
Delivered to the AI · Portfolio manager · public side
- Coverage thesis and estimatesPublic side
- Holdings across mandatesPublic side
- Client mandate restrictionsPublic side
- Public filingsPublic side
- Press releases and guidancePrivate side
Why this view? The public side in full — thesis, holdings, restrictions — and the public record. Nothing from the mandate reaches this request; it is not locked, it is absent.
Illustrative example
Portfolio impact
One issuer event, every holding it touches.
A guidance change is a change to every mandate, portfolio, model, and client conversation that holds the name — resolved again on the next filing.
Northstar Corp · guidance revised
Resolved to every holding, restriction, and open conversation that names the issuer — and again on the next filing.
- Growth Fund · 3.1% position
- Income Fund · 0.8% position
- SMA · client mandate, restricted
- Model portfolio · watch
- Two open client conversations
Institutional memory
A ticker is not a thesis. A client is not a CRM record.
Financial decisions depend on how issuers, instruments, portfolios, mandates, people, events, exposures, obligations, and prior judgments relate. Percidian gives every approved AI system that connected understanding, and keeps it current as the work evolves.
Research with continuity
Preserve the thesis, catalysts, risks, estimates, debates, and evidence as they evolve.
Know the client
Bring together authorized relationship history, objectives, restrictions, communications, service issues, and opportunities.
Show the source
Attach citations to the filing, transcript, model, note, policy, or record behind the answer.
Reuse knowledge efficiently
Deliver concise context across AI tools without repeatedly loading full histories.
Available modules: Investment · Finance. Investment adds issuers, instruments, portfolios, positions, theses, assumptions, catalysts, risks, research, and decisions; Finance adds accounts, models, transactions, amounts, forecasts, exposures, obligations, controls, and reporting relationships — extended by the institution’s own products, mandates, coverage model, risk taxonomy, and client structure. Explore modular ontologies
Controls
What holds, whatever the request.
- Information barrierPublic and private sides resolved for the person asking, on every request. Only the public record crosses.Per request
- Portfolio impactAn issuer event is resolved to the mandates, portfolios, and clients that hold the name — and again on the next filing.Per event
- Decision logWho asked, which side, what crossed, what was delivered — recorded as it happens. Visit the Trust CenterRecorded
The platform every Percidian solution runs on — one governed understanding, permissioned per request, delivered everywhere. Explore the platform
Bring your business into every AI decision
Give every approved AI system the context to do its best work.
Connect the knowledge your organization already has. Preserve what it learns. Apply the permissions it already trusts. Make that understanding available wherever people and agents work.