Empowering Advisors with Autonomous RFP Agent.
The AI agents behind every Mandate submission.
An agentic AI solution for Wealth and Asset managers turning trusted institutional knowledge into accurate, investor-ready responses.
Cut response cycles from weeks to hours.
Impact
40–60%
faster response turnaround
30–40%
of response effort reclaimed from manual searching
60–80%
less duplicate work on repeat questions
One governed engine, with your experts in the lead
MandateLens centralises approved responses, firm facts, policies and historical submissions into a single trusted source, then runs pre-packaged, pre-tested AI agents across the full lifecycle; ingest, extract, match, draft, review, assemble. Every answer arrives with inline citations and a confidence score; low-confidence and high-risk items route automatically to the right domain expert, distribution heads give final sign-off, and every action lands in an immutable audit trail you can show a regulator.
Respond with confidence. Pursue more opportunities. Scale intelligently.
MandateLens is brought to you by EvoluteIQ, with NuSummit as the Domain & Implementation Partner.