- Web App
- AI
- Data Analytics
IA Intelligence Platform
Financial Services (Member platform for The Investment Association, in pilot)
The problem
What they faced
The Investment Association has published its Investment Management Survey, the annual record of the UK investment management industry, for twenty years, alongside newer saver research in its ISA Barometer. All of it lived in static PDFs. The association's 250+ member firms, who between them manage £11.1 trillion, could read the reports but not work with them: comparing a figure across years meant opening a dozen documents, and getting a chart into a board pack meant retyping the numbers.
The solution
What we built
We built the IA Intelligence Platform, a members-only platform that turns that research into something to work with. Every chapter of the survey is an interactive dashboard filterable from 2005 to 2025, with three-year statistical forecasts clearly marked as projections. The ISA Barometer papers have a dashboard of their own, every figure linked to the page it came from. Every edition of the survey reads in the browser beside an assistant that answers across one report or the whole archive and cites the page behind each answer, and two builders turn the live figures into dashboards and AI-drafted decks for a member's own meetings. Members sign in with the IA account they already have. The platform is currently in pilot with the membership ahead of a full rollout.
Inside the product
Twenty years of research, rebuilt to work with.
Screens from the live platform, as IA members see them.
Investment Management Survey
Twenty years of the survey, as live charts
Each chapter of the survey (industry scale, clients and funds, asset allocation, pensions, financials and employment, market and trade) is its own dashboard. One slider filters every chart from 2005 to 2025, three-year statistical forecasts are drawn dashed and labelled as projections, and an Ask AI button on each chart answers questions grounded in the survey's own figures.
ISA Barometer
Saver research with a source behind every figure
The IA's ISA Barometer papers, drawn from more than 8,000 respondents, are collected in one place: 126 charts across six papers, with the change since the previous wave shown beside each figure and a link to the exact page of the paper it comes from.
Report library
Every edition, with an assistant that cites its sources
All 21 editions of the survey read in the browser. The assistant beside them answers about the report that is open or across the whole archive, and every answer carries page citations that open the source PDF, so a member can check a figure rather than take it on trust.
Dashboard builder
A member's own board, built from live figures
Members pick charts and headline stats straight off the survey and Barometer dashboards, arrange them for their audience and add their own logo. The figures stay live under one shared year filter, and a finished board can be shared as a read-only link or presented fullscreen.
Presentation builder
Ask for a deck, get a first draft
A member describes the deck in plain English and the AI builder drafts narrated slides around the survey. The commentary is theirs to edit, while the figures in every chart come live from the survey data rather than being retyped, and each slide is marked as AI-generated.
Key outcomes
Measurable impact.
- Result 01
20 years of Investment Management Survey data as live, filterable dashboards
- Result 02
Every survey edition in one library, with an assistant that cites the page
- Result 03
126 ISA Barometer charts, each linked to its source page
- Result 04
In pilot with IA members, who sign in with their existing IA account
Technology used
Built with modern tools.
- Next.js
- TypeScript
- Python
- FastAPI
- ML Forecasting
- RAG Pipeline
- Recharts
- PostgreSQL
- Enterprise SSO
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