Institutional analytics across public and private books — performance, attribution, policy drift, fees, liquidity and one-click board packs. Click any figure and the full calculation opens. Ask a question in plain language and the answer arrives computed by the engine, with citations — the AI cannot make a number up.
Most portfolio software asks you to trust it. Noesis is built so you don't have to — the platform refuses to show a number it cannot prove.
Every number — dashboard, report, AI answer, Excel export — opens its full worked calculation: formula, dated inputs, method, source batch. Exports are tested to equal the screen, cell for cell.
Ask Noesis is an orchestrator, not a calculator. The model plans; the deterministic engine computes; every figure arrives as a citation with its working attached. Uncited numbers are rejected before display.
One flat annual subscription — all modules, all users, onboarding done by us. Anchored far below the $50–100k enterprise quotes, with no per-seat games and no lock-in: your data exports to Excel any time.
Public holdings and private funds in one engine, scoped by any slice of the portfolio, in any currency, at any date.
“Your Hedge Funds asset class has a net IRR of 12.08% as of 2026-06-30 [1]”
If your office runs a blended portfolio on spreadsheets — or pays enterprise prices for software built for someone else — we'll load your data ourselves and put a provable board pack in your next meeting.
90 minutes with your real questions against our demo book. Worst case, you lose an hour.
Your statements loaded by us; your next board pack out of the platform, side-by-side with your current one.
Locked pricing for two years, direct roadmap influence, no long contract.