PlatformIntelligence
Turn informationinto intelligence
Capture your firm's people, deals, and expertise, and make that knowledge instantly reusable.
Context that grows with your firm
Capture knowledge as work happens
As your team works, Intelligence records the people, companies, deals, and decisions that matter, creating a searchable memory of how your firm works.
Secure, two-way connectors
Finance-grade connectors enrich Rogo’s memory with context from the systems you already use, including your CRM and email. With CRM writeback, Rogo keeps your system of record current without manual entry.
Preserve the reasoning behind every decision
Intelligence isn’t limited to fixed entries or final answers. It captures the context and reasoning behind your firm’s work, preserving not just what you know, but how you got there.
Permissioned and guardrailed
Every record is scoped to who is allowed to see it, and security controls guardrail sensitive material. MNPI sits in a walled-off section, excluded entirely from the context used to answer questions.
Explore the platform
Agents
Get to value faster with purpose-built agents that deliver best-in-class financial outputs.
Projects
Give your team and agents a shared workspace to execute financial work.
Watchtower
Meet regulatory requirements, manage spend, and track firm-wide usage.
Data
Connect to the data providers and systems your firm already runs on.