Providing timely answers to client requests is challenging for wealth managers due to rigid and outdated reporting systems. Instilate is a financial search engine that enables them to instantly provide such answers in a modern and customizable interface. It integrates with in-house IT systems to provide AI-powered analytics tailored to each client, enhancing the customer experience. Finally, Insti...Providing timely answers to client requests is challenging for wealth managers due to rigid and outdated reporting systems. Instilate is a financial search engine that enables them to instantly provide such answers in a modern and customizable interface. It integrates with in-house IT systems to provide AI-powered analytics tailored to each client, enhancing the customer experience. Finally, Instilate reduces mundane data-crunching activities and increases the productivity of wealth managers.