ShiftCurve Lab
EnterpriseAn AI-native data layer that unifies Charles River, Bloomberg, and APEX into a single live view. Replace PM spreadsheets with real-time position management, scenario testing, trusted performance attribution, and CIO-level risk visibility. Working prototype in 8 weeks.
8 weeks
to replace one PM's spreadsheet
16 weeks
to CIO dashboard with scenario testing
24 weeks
to full team rollout
The Problem
You have Charles River, Bloomberg PORT, and APEX. Yet portfolio managers maintain shadow spreadsheets because nothing unifies position data, risk analytics, and scenario testing into a single live view. The spreadsheet is the unofficial integration layer - and it is fragile.
Portfolio managers maintain shadow spreadsheets because Charles River, Bloomberg PORT, and APEX don't unify into a single working view. Key person risk, fat finger risk, no resilience.
The head of investments has no aggregated view across all PM books. Getting a cross-portfolio risk picture requires manually collecting and reconciling individual spreadsheets.
PMs can't reconstruct portfolio state at any prior date, and scenario testing (rate changes, FX moves, duration impacts) requires rebuilding the spreadsheet from scratch.
Charles River handles orders, Bloomberg PORT does analytics, APEX delivers daily NAV - but nothing stitches them together in real-time. The PM's spreadsheet is the unofficial integration layer.
FactSet couldn't solve it in 10 years. Bloomberg PORT couldn't in 2. The problem isn't the math - it's that nobody trusts the data going in. Without a verified data pipeline, attribution outputs are meaningless. PMs fall back to gut feel instead of quantified performance drivers.
The Comparison
The Difference
Most analytics platforms are stateless. Ask a question, get an answer, start from scratch next time. We build something fundamentally different: a persistent intelligence layer that compounds knowledge with every query, every reconciliation, and every decision your team makes.
Day 1
The platform connects to your data sources. Positions, pricing, and NAV flow in. You have a dashboard that replaces the spreadsheet.
Month 3
The platform has resolved 200 reconciliation breaks and knows which data sources to trust for which asset classes. Scenario queries reference prior analyses. Attribution outputs are trusted because the data inputs are verified.
Year 1
You don't just have a dashboard. You have a queryable institutional brain containing everything your team has learned about your portfolios. New analysts inherit that intelligence on day one.
Attribution has failed at fund managers for over a decade. Not because the math is hard - Brinson-Fachler is well understood. It fails because nobody trusts the data going in. Our platform builds that trust incrementally. Every reconciliation break resolved, every data quality issue flagged and fixed, every source reliability pattern detected - it all compounds into a Data Trust Layer that makes attribution outputs meaningful for the first time. After six months, the platform doesn't just calculate attribution - it can explain exactly why you should trust the numbers.
Platform Modules
Seven modules. Every one designed to work independently or as part of the complete platform. Start with what hurts most, expand from there.
Replace the spreadsheet with a live, reconciled book
What-if analysis without rebuilding the spreadsheet
Reconstruct any portfolio state from transaction history
The brain Bloomberg PORT doesn't have
Connects Charles River, Bloomberg, and APEX natively
The module FactSet and PORT couldn't deliver
Your team's expertise, permanently captured and compounding
Engagement Model
No big-bang implementation. Each phase delivers a working product you can evaluate before committing to the next.
Weeks 1-8
Connect to Charles River and Bloomberg. Build a live position view that replaces one pilot PM's spreadsheet entirely. Daily reconciliation against APEX. If it isn't faster than the spreadsheet by week 8, we haven't succeeded.
Deliverables
Weeks 9-16
Aggregate all PM books into a unified CIO risk view. Full scenario testing engine with parameterised risk factors. Natural language interface. Backward view from transaction history.
Deliverables
Weeks 17-24
Harden, automate, and extend to the full investment team. Integration with Charles River for order-level attribution. Role-based access, audit trails, and potential APEX live NAV integration.
Deliverables
The Team
A focused team with deep domain expertise, augmented by AI engineering tools that let a small group deliver what used to take a department. No bloat, no hand-offs, no learning on your dime.
Seasoned delivery leader with over two decades in financial services, leading enterprise platform initiatives across ESG, regulatory, and investment operations. Has navigated the governance, vendor lock-in, and integration failures that define enterprise IT in fund management. Implemented Charles River IMS for a major NZ asset manager. Now building the tools that replace the spreadsheets, manual reconciliations, and broken data pipelines that the traditional approach leaves behind. Hands-on architecture, AI integration, real-time data, and full-stack delivery.
Investment operations and fund management expertise from inside your organisation. Understands the workflow from trade execution through to client reporting. Bridges the gap between what portfolio managers need and what engineers build.
Senior developers working with cutting-edge AI tooling to ship at 3-4x the speed of traditional teams. Small, senior, fast. No bloated teams, no offshore hand-offs. The people who scope it are the people who build it.
Why Us
Our founder implemented Charles River IMS for a major NZ asset manager, built STP pipelines from Charles River to back-office systems, and designed margin lending platforms. We know where the data breaks happen because we've lived inside these systems.
Bloomberg added AI Commentary to PORT in September 2025 - it writes about your portfolio. Our platform answers questions about it. Natural language scenario testing, anomaly detection, and insight generation built from the ground up, not retrofitted.
The prototype must be genuinely better than the spreadsheet by week 8, or PMs won't switch. We design for adoption first: the tool replaces the spreadsheet workflow, it doesn't add another system to check. If it isn't faster, we haven't succeeded.
No offshore development, no timezone gaps. FMA and FMCA reporting understood natively. Everything we build is yours - no licensing fees, no vendor lock-in, no annual renewals.
We've processed over $60,000 in AI compute building and testing these systems. While others are running their first LLM experiment, we've already burned through the experimentation phase and emerged with production-grade infrastructure refined through millions of iterations. This isn't a prototype - it's battle-tested.
Data Security
Fund managers handle sensitive position data, proprietary models, and investor information. We built our deployment model around that reality, not as an afterthought.
Zero external connections
All AI inference runs locally on dedicated hardware deployed on your network. Open-source models process your portfolio data, position information, and proprietary analytics without a single byte leaving your infrastructure.
Maximum capability, zero data retention
Enterprise-grade AI with contractual zero-retention guarantees. Your data is processed but never stored, never used for training, and never accessible to anyone outside the API call. SOC 2 Type II certified infrastructure.
Sensitive data local, everything else cloud
Portfolio data and position information processed by locally-hosted models. Code generation, documentation, and non-sensitive work uses enterprise cloud AI for maximum speed. Your compliance team defines the boundary.
ShiftCurve is building its Information Security Management System to ISO 27001:2022, the international standard for information security. Our ISMS scope covers all enterprise engagement delivery, client data handling, and AI infrastructure operations. All 93 Annex A controls have been assessed, with a structured certification roadmap targeting formal accreditation in 2026. Our security architecture was designed for regulated financial services from day one - not retrofitted after the fact.
Start with a discovery conversation. No procurement hoops. No 50-page proposals. Just a real conversation about what you need and how fast we can build it.