From AI to Z

Connect your data, ask questions, and get context-aware insights about your portfolio. Generate reports with AI automation and create other agentic workflows to cut manual work, silos and costs.

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AI Solution

The AI Platform for the Financial Industry

AI Assistant

Ask questions, and get context-aware insights. Automate Workflows, investment operations and administrative tasks like report generation or KYC processes.

Domain-Tuned LLMs

Use fine-tuned AI models for smarter AI results. Apply context and caching to boost performance and personalization.

Data Connector

Connect the entire company‘s data ecosystem into one single platform - from databases, over spreadsheets, to your apps and tools.

API Access

Access the full power of Layest via API or MCP to feed and scale your processes and products.

NotificationSetting.jsx
Project.jsx
{
    "id": "668c0835-7833-4645-81c1-ecb2501420fe",
    "name": "Wealth Green Bond",
    "fundSize": 150725000,
    "startDate": "2018-05-27T00:00:00.000Z",
    "endDate": "2020-03-17T00:00:00.000Z",
    "category": "growth",
    "returnRate": 0.0525,
    "duration": 660,
    "fundingPeriod": 37,
    "distribution": 365,
    "minInvestment": 100000,
    "maxInvestment": null,
    "ISIN": AT0000A2WCF5,
    "company": {
        "id": "4909a713-dc12-4db1-8f01-47d8f05782bd",
        "name": "Wealth Green Bond IV Europe GmbH",
        "legalForm": "corporation",
        "registerNumber": "FN 438426 a",
    },
    "customFields": {
        "city": "Vienna",
        "rating": "B",

Instant Visibility & Insights

Get portfolio answers instantly with drillable, auditable insights.

2.4 billion

Hours that can be saved for business teams. No more searching for the answer.

Unlock Strategic Capacity

Free your team from spreadsheets, reconciliations, and manual work.

2 Hours

From 5 days → 2 hours for generating any report for you. No more copy & paste.

Smarter Administration

Unify investment data into one model to eliminate silos and reduce costs.

50%

Reduce time spent on data preparation. No more data wrangling and inbox overflows.

Explore more Products

Business Intelligence

Use data automations to extract clean data sets, track KPIs and performance of your portfolio in real time and get market predictions.

Investor Relations

Engage investors and other stakeholders with effortless updates and instant transparency offering multi-user access.

AI Reporting

Generate investor reports in minutes - tailored, branded, and error-free using personalized templates for ad hoc news, quaterly updates or ESG reports.

Data Room

Centralize, manage and share all documents with full control and audit trails in one secure hub.

Electronic Signatures

Sign and track contracts using legally compliant electronic signatures and manage subscriptions, resolutions, votings, NDAs and more.

Compliance, KYC & AML

Simplify onboarding with automated identity verification and real-time KYC/AML checks to ensure regulatory compliance and keep your operations audit-ready.

Get started today

Ready to simplify your investment management? See Layest in action.

Book Your Free Demo Today

Frequently asked questions

If you still have questions, please read our FAQ to get all the information you need. Additionally you can contact our team.

    • How does FinLay deliver board‑ready answers instantly?

      FinLay lets you ask natural‑language questions across all investment data and returns drillable, auditable answers. Teams respond to stakeholders in real time with full transparency across sources.

    • What accuracy can we expect from FinLay?

      FinLay targets 99%+ precision. Every result includes traceable computation trails to ensure explainability, defensibility for audits, and investor‑grade trust.

    • How much time and errors can FinLay reduce?

      Typical outcomes: reporting cycles shrink from 5 days to 2 hours and manual reporting errors drop by up to 90%. FinLay automates repetitive tasks and standardizes calculations.

    • How does FinLay remove data silos?

      FinLay unifies disparate finance and ops data into one semantic model, making insights drillable across entities, funds, and portfolios while eliminating spreadsheet handoffs.

    • What kind of workflows can be automated?

      FinLay can automate investment operations, administrative tasks, report generation, KYC processes, and other agentic workflows to cut manual work and eliminate silos.

    • How does the data connector work?

      Connect your entire company's data ecosystem into one platform - from databases and spreadsheets to your apps and tools. No more data wrangling or inbox overflows.

    • Can we access FinLay programmatically?

      Yes. Access the full power of Layest via API or MCP to feed and scale your processes and products with seamless integration.