Save time, scale your team, grow your assets.
Compliance-driven, AI-native tools for marketers.
RFPs. DDQs. Commentary. Proposals and
Presentations. Meeting Notes. Client Reviews.
Trusted by leading firms
Marketing AI Agents for investment advisers.
Orrigo doesn’t just generate marketing content—it speaks your language. It learns your investment content, firm positioning, and compliance-approved messaging so every marketing output is compliant, on-point, and trustworthy.
Orrigo works where you do, and how you do.
No need to switch tools. With seamless Microsoft Word and Excel Add-ins, and Chrome and Edge Plug-ins that are an extension of your Orrigo Vault, Orrigo fits right into your existing workflow—so you can deliver fast, compliant communications while collaborating in standard tools such as Microsoft 365. Orrigo also
integrates with your Microsoft SharePoint and OneDrive.
Strategic AI built for how your marketing team works.
Works across all your docs
RFPs, DDQs, 15(c)s, ad hoc inquiries, commentary and client reviews, proposals and presentations – Orrigo bulk answers or generates them with your ‘prior art’ without having to “put Humpty Dumpty back together again” with reformatting.
Automate DDQ updates
No more manual updating data elements field by field – we automatically ingest your quarterly numbers from your most common consultant database and portfolio data platforms, and apply updates to your recurring client and intermediary DDQs.
Generate frequent insights
Whether you’re writing market recaps, portfolio commentary, client talking points, proposals and more – we use your compliance-approved language with your firm's tone of voice to get your narrative exactly right.
Up and running in days
Orrigo doesn’t require months or even weeks of complex onboarding and training. Automatically upload your materials and go – it’s ready for use immediately via AI-enabled automated content onboarding.
The right integrations
Why move files around manually; no more copy/paste. We integrate with your most common compliance-approved data sets from the data platforms you use most and we make our data available via MCP.
Your data is secure
Run in our public cloud or your private cloud. Row-level encryption and segregated data tenants ensures your data stays your data. We never permit frontier models train with your data.
Firms like yours say Orrigo made the difference
What is Orrigo?
Orrigo is an advanced AI assistant built for investment managers. It streamlines RFPs, DDQs, and client inquiries with intelligent automation while ensuring compliance and preserving your firm's tone of voice and expertise.
How does Orrigo use Large Language Models (LLMs) and which ones do you use?
Orrigo leverages advanced Large Language Models to search, analyze, and generate responses that align with your firm's tone of voice and narrative. Our system may draw from a strategic combination of enterprise-grade LLMs from industry leaders like OpenAI, Anthropic, and Google, along with specialized financial services-focused models when helpful.
Will our data be used to train your LLM(s)?
Absolutely not. We maintain strict data privacy standards - your content is used exclusively to serve your needs and will never be used to train our or any third-party LLMs. This commitment is backed by our contractual agreements with all data subprocessors.
How does Orrigo secure customer data?
We implement enterprise-grade security measures and do not process any PII (Personally Identifiable Information). Our system is designed to work exclusively with your business content, ensuring both optimal performance and maximum security. We maintain strict data isolation and encryption protocols throughout our infrastructure.
How long does it take to onboard?
Our streamlined onboarding process is a key differentiator. Most clients are up and running within 24 hours. Our automated content ingestion and learning systems quickly understand your firm's unique characteristics, allowing you to start leveraging Orrigo's capabilities almost immediately.
What kind of questionnaires can you handle?
Orrigo processes a wide range of financial services questionnaires including RFPs, DDQs, ESG questionnaires, security questionnaires, client inquiries, and custom information requests. We support all common file formats (PDF, DOCX, XLS, etc.) and can handle both structured and unstructured content.
Do you backup our content?
Yes, we maintain secure, encrypted backups of all your content within the Vault. Our backup system ensures business continuity while maintaining the same high security standards as our primary storage. All backups are geographically distributed and regularly tested for integrity.
What makes Orrigo different from general-purpose AI tools?
Orrigo is purpose-built for asset management and financial services sales, marketing, and client service teams. We understand industry terminology, regulatory requirements, and compliance needs. Our specialized focus means we can handle complex financial content, maintain compliance standards, and generate highly accurate, contextually appropriate responses that general-purpose AI tools simply cannot match.
