What is Collation.AI?

Collation.AI creates AI native infrastructure for wealth managers, enabling AI-powered analytics, reporting, workflows, and business efficiency. We service Single and Multi Family Offices, RIAs, and Enterprises like Banks and FinTechs.

What does AI native infrastructure include?

Our infrastructure includes customer-hosted data warehouses, AI bots for data ingestion from any source (APIs, SFTPs, PDFs, websites), automated data reconciliation and cleansing, unified data models, and compliant AI coding with guardrails for secure access.

Who uses Collation.AI?

We serve 25+ wealth management clients including Single and Multi Family Offices, RIAs, and Enterprises such as Banks and FinTechs, managing over $100 billion in assets under reporting with 100+ active AI bots.

How is Collation.AI deployed?

Collation.AI can be deployed as an overlay on your existing tech stack/SaaS or as a standalone solution. The data warehouse is hosted in your own Azure or AWS account with full admin-level access.

What makes Collation.AI different from other wealth management technology vendors?

Collation.AI provides true AI-native infrastructure with compliance guardrails, allowing wealth managers to use AI tools like Claude Code securely. We offer customer-hosted data warehouses, automated data ingestion from any source, and built-in compliance controls that prevent PII leaks and enforce role-based access.

Published on

Nov 11, 2025

Vibe-coding is revolutionizing how wealth managers approach reporting and portfolio management

Vibe-coding is revolutionizing how wealth managers approach reporting and portfolio management, making it possible for anyone—even those without technical expertise—to build highly customized, advanced reports entirely on their own. This represents a dramatic shift away from the limitations of traditional wealth management software, offering an alternative to legacy off-the-shelf performance reporting platforms. The real shock: for the first time, wealth managers themselves can take full control with genuine flexibility and speed.

The Essence of Vibe-Coding

Vibe-coding harnesses advanced AI to convert natural-language prompts into actual functioning code or dynamic templates—think of it as telling the system what you need in plain English, and having it instantly assemble sophisticated data-driven outputs. Unlike conventional low-code or no-code tools, vibe-coding doesn't confine users to rigid drag-and-drop blocks; it can generate real source code, so the results are far more adaptable and powerful.

The speed is astounding: ideas that once took weeks or months (with IT support) now become interactive prototypes within hours, available for immediate stakeholder feedback and iteration.

The Status Quo: Old Problems with Traditional Tools

Legacy reporting systems in wealth management were built for IT teams and "super users". Wealth managers typically had to pick from a narrow menu of pre-built, inflexible report types, or submit complex requests to tech departments for customizations—waiting weeks for changes, with high risk of communication gaps or misfires.

These tools are feature-rich but often suffer from steep learning curves for real customization, limited integration agility, and ongoing reliance on specialized support. For most firms, the result has been wasteful manual workarounds (think Excel hell), sluggish reporting cycles, and less time for actual client engagement.

Why Vibe-Coding Is the Shock Wealth Managers Need

Instant translation: Wealth managers can instantly translate client needs or market events into new or modified reports, without waiting for IT or software vendors.
Democratized creation: Vibe-coding platforms remove traditional skills barriers, democratizing report and dashboard creation for everyone in the office—even those with zero programming experience.
Beyond visualization: The automation is not limited to visualization; data integrations, compliance routines, and even workflow enhancements are possible through precise natural-language inputs.
Rapid iteration: User-driven prototypes lead to much faster feedback loops, enabling rapid experimentation, customization, and innovation.

Key Differences: Vibe-Coding vs. Conventional Reporting Platforms

Feature	Vibe-Coding	Traditional Tools
Technical skill required	Minimal (plain English prompts)	High customization requires IT or vendor
Speed of report creation	Hours or less	Weeks (custom), days (template-based)
Flexibility and customization	Unlimited	Limited by templates and system logic
Data integration	On-demand via prompts	Pre-set connectors, often requires IT
Iteration and feedback	Instant, user-driven	Slow, dependency on other departments

Risks and Responsible Use

There are caveats: vibe-coding is best today for rapid prototyping and user-driven discovery—not (yet) for automating long-term production systems at scale. The generated code may lack rigorous architectural standards, so expert oversight or periodic reviews remain crucial for mission-critical processes.

However, for most wealth management use cases—where speed, visualization, and stakeholder communication matter most—these trade-offs are liberating, not limiting.

The Bottom Line: A New Era for Wealth Managers

Wealth managers no longer need to settle for the constraints of legacy systems or wait endlessly for IT to deliver what clients urgently need. With vibe-coding, reporting and analytics are truly democratized: if you can articulate a requirement, you can bring it to life—instantly, without compromise.

This shift isn't just convenience—it's the beginning of a new era: one where innovation, client service, and strategic differentiation are accessible to all, not just the technically elite few.