Questions finance leaders ask
What is Operational AI in Quantium?
Operational AI in Quantium is AI that works on your controlled fund data. CORE AI answers questions and runs finance tasks inside Quantium, and the MCP Server lets approved assistants such as Claude and ChatGPT query the same data. Both work within each user's permissions, and answers show the records they come from.
Does AI replace the fund accounting process?
No. Quantium's accounting, allocation, cash-flow and reporting records remain the basis for financial calculations. AI assists with information retrieval, analysis and selected tasks.
Why not connect AI directly to our fund accounting system or data warehouse?
Because AI needs approved numbers with context. A fund accounting ledger records transactions, but it does not on its own link them to the investors, capital accounts and portfolio companies they relate to. An AI tool reading the ledger directly can return a number without the context that makes it right. A data warehouse can bring those sources together, but someone still has to decide which numbers finance and the business have approved. Quantium holds that approved layer: fund, investor and portfolio records linked to each other. Your team controls tags on those records, such as whether a cash flow is included in or excluded from an IRR, without changing the underlying accounting data. AI then works from numbers your team has already agreed.
Can AI work with our existing fund administrators?
Yes, where their agreed data is brought into Quantium. AI functions operate on the information available within your permitted Quantium environment; they do not connect to every administrator's system automatically.
Can we use Claude, ChatGPT or our firm's existing AI environment?
Yes, where supported. Quantium's MCP connectivity supports approved external AI environments, subject to compatibility, configuration and access permissions. We confirm the specific connector and deployment during scoping.
Can we automate recurring investor reporting tasks?
Some of them. Quantium supports report-building and task-oriented capabilities. The degree of automation depends on your data sources, reports, approvals and deployment, and we scope it before committing to an outcome.
Can AI change our financial records?
Not without approval. Financial changes follow the permissions and approval workflow configured for each task. Where enabled, CORE AI prepares draft work for an authorized user to review. We confirm the supported tasks in your demonstration.
Can a user see more through AI than they could in Quantium?
No. An analyst permitted to see Fund A cannot use CORE AI or a connected assistant to retrieve Fund B's investor balances. Access is enforced on the Quantium side.
Is our data used to train AI models?
No. Client data is never used to train or fine-tune shared AI models without your explicit written authorization.
Which AI models does CORE AI use, and where do they run?
CORE AI runs on Microsoft Azure OpenAI, under the same encryption and security controls as the rest of the Quantium platform. Prompts are not retained after processing.
Can CORE AI create records or transactions?
It can prepare them. Entity details, investor data and transactions drafted by CORE AI are recorded only after a person with the right permission reviews and approves them.
How are AI features tested and governed?
Each AI feature goes through security testing before release, then change management and ongoing monitoring, within Quantium's SOC 2 Type II control framework. Our AI governance policy is available for your due diligence.