AI Platform
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User
Narm Invest · AI Platform
Your AI agents,
all in one place.
A suite of intelligent agents built for Narm Invest — automating email, research, compliance, and more.
1
Live agents
4
In development
Possibilities
Active Agents
1 live
Coming Soon
4 in development
🤝
Soon
NarmCRM AI
Automatically log client emails to CRM, extract contact updates, and track relationship history with AI.
CRM
Contacts
Automation
📊
Soon
NarmResearch AI
Summarize market reports, extract financial data from PDFs, and generate investment research briefings automatically.
Research
Finance
Reports
🛡️
Soon
NarmComply AI
Monitor communications for compliance risks, flag sensitive content, and generate audit-ready reports for regulators.
Compliance
Risk
Audit
💹
Soon
NarmFinance AI
Automate financial data extraction, portfolio summaries, and client reporting with AI-generated insights.
Finance
Reporting
Portfolio
🗺️ Platform Roadmap
NarmMail AI — Outlook add-in with summarization, draft reply & AI chat
✓ Live
Narm AI Hub — Central portal with Microsoft SSO authentication
In progress
NarmCRM AI — Client relationship management automation
Q3 2026
NarmResearch AI — Market research & report generation
Q3 2026
NarmComply AI — Compliance monitoring & audit reporting
Q4 2026
NarmFinance AI — Financial data extraction & portfolio reporting
Q4 2026