AIP Copilot Investment Reviewer for Copperleaf Portfolio
Creating high-quality business cases is critical for asset investment planning, but data quality issues and inconsistently applied review criteria can hinder the creation of suitable investments. AIP Copilot Investment Reviewer for Copperleaf Portfolio™ streamlines the investment review process using generative AI. This feature leverages a large language model (LLM) to analyze investment information, provide reviews based on selected criteria, and recommend changes and updates, significantly reducing the time and effort required to create high-quality candidate investments.
Enhance your investment quality
Investment Reviewer helps your organization improve the quality of business cases by using AI to review candidate investments and make consistent recommendations on improvements. Input and review criteria are entirely configurable, enabling the review to meet the specific requirements of your planning process. From validating inputs to ensuring all comments are addressed, the Investment Reviewer can provide both qualitative and quantitative recommendations. Once these recommendations are made, users can take action to improve their investments.
Speed up the investment creation process
Speeding up the process of developing your business cases increases the efficiency of your entire capital planning process. Investment Reviewer is designed to shorten the time required to create high-quality investments, reducing back-and-forth communication during approval reviews. High-quality inputs into planning and optimization are required for high-quality outputs. With Investment Reviewer, comprehensive investments become faster to create and more efficient to review. Expediting the creation of defensible investment plans with accurate inputs and minimal oversight errors that can occur with manual review processes.
Availability and security
Investment Reviewer is available for hosted clients on versions 24.4 onwards. It is subject to the IFS AI Terms. Each interaction with the Investment Reviewer is isolated, with no data retention or model training on data.
Get more out of Copperleaf Portfolio
Copperleaf Portfolio helps asset-intensive organizations decide where and when to invest in their businesses to optimize performance and manage risk.