The Leading AI-native Marketing

System for Investment Firms

The Leading AI-native
Marketing System for Asset Managers

The Leading AI-native Marketing

System for Investment Firms

Custom AI agents and Claude skills with a compliant

marketing harness for governance at a fraction of the cost of traditional marketing SaaS systems.

Replace multiple legacy tools with an all-in-one, compliant marketing system at a fraction of the cost.

For RFP and DDQ Automation, Client Commentary,

Presentations, Fact Sheets, Form ADVs and more.

For RFPs, DDQs, and Consultant Database Distribution. For Client Commentary, Proposals and Presentations, Meeting Notes, and more.

Trusted by leading firms

AI Marketing Agents for investment advisers.

We help Financial Services organizations adopt agentic AI quickly, securely, and at scale. With production in mind from day one, our systems embed directly into your firm's marketing and client service workflows without compromising governance or security.

Orrigo works where you do, and how you do.

No need to switch tools. With seamless Microsoft Word and Excel Add-ins, Chrome and Edge Plug-ins, and Claude Plug-ins that are an extension of your Orrigo Vault, Orrigo fits right into your existing workflow—so you can deliver fast, compliant communications and content while collaborating in standard tools such as Microsoft 365. Orrigo also integrates seamlessly with your Microsoft SharePoint and OneDrive to enable standard collaboration.

Investment management's first patented Trust Score

Compliance's best friend, ensuring compliance is always there to provide input, no matter the response. Each Trust Score evaluates how close content and responses match your firm's compliance-approved language. Rather than hallucinating, we always let you know when you're missing key information.

Your team asks.
Orrigo answers.
No special training needed.

Your team asks. Orrigo answers. No special training needed.

Built for investment management marketers, not engineers. Your team gets precise, context aware answers, proposals, talking points, and compliance-approved language instantly—without the need to learn how to “talk to AI.” No more "Control F" across many open tabs, and no more uploading, downloading, and reformatting documents.

Built for investment professionals, not engineers. Your team gets precise, context-aware answers instantly—without the need to learn how to “talk to AI.” Just ask, and AdviserGPT gets to work.

Strategic AI built by marketers for marketers.

Works across all your docs

RFPs, DDQs, 15(c)s, fact sheets, commentary and client reviews, proposals and presentations – Orrigo bulk answers and 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.

Custom agents and skills

Deploy custom AI agents and skills from discovery through production. Aligned with your business rules and policies, with full auditability and governance controls built-in from the start.

MCP & the right integrations

Why move files around manually; no more copy/paste. We use MCP to make data available from both the most common, compliance-approved data platforms you use most and from your Orrigo Vault.

SOC 2 - your data is secure

Row-level encryption and segregated firm-specific data tenants ensures your data stays your data. We never permit frontier models to train with your data. We're SOC 2 compliant with certification underway.

Firms like yours say Orrigo made the difference

“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group
“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group
“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group
“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group

“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group
“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group
“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group
“Orrigo enables me to begin a Questionnaire closer to the finish line versus staring at an empty document. It can be 70%+ complete before I start working on it."
— Managing Director, Client Service & Analytics
"I am using far more of Orrigo than my prior tools. It's been a huge time saver for us in completing RFPs to DDQs to editing write-ups for buys and sells in our consultant databases, always in our tone of voice."
— Partner/Senior Director, Marketing, Consultant Relations and Client Service
"Orrigo cuts my quarterly internal DDQ update time by 75% across 25+ strategies. A process that used to take me 45 minutes per strategy DDQ now takes less than 10 minutes with Orrigo AI. I’m saving almost 2 days per quarter. Recurring external DDQs are even more of a bear, and will be streamlined with Orrigo’s Data Agent."
— National Accounts Senior Data Analyst
"We really like your very different approach of developing natively for Microsoft Word to answer and collaborate in RFPs and DDQs. We used two different horizontal RFP tools in the past, and we spent so much time managing our content in those tools that we lost any efficiency gains over time with RFPs."
— Head of Marketing
"Orrigo is less a software purchase and more an operations strategy decision. Do you want to compete for institutional business badly enough to industrialize the paperwork that comes with it? The agents that win will not be the most autonomous. They will be the ones that know where to stop."
— Craig Iskowitz, Ezra Group

The Leading AI-native Marketing

System for Investment Firms

The Leading AI-native
Marketing System for Asset Managers

The Leading AI-native Marketing