The XFinLabsEnterprise AI Platform
Our Retrieval-Augmented Generation system provides accurate, hallucination-free analysis by grounding every response in your actual documents.
Clone Technology
Clone™ — The Fastest Way to Complete Any DDQ, RFI, or RFP
XFinLabs' patent-pending Clone engine replicates your document structure and completes it automatically using your stored data — transforming months of due diligence into minutes.
Before Clone
After Clone
Average Time Savings
2-4 Weeks → Minutes
Analyst Productivity Increase
10x
Analysis Accuracy
99.9%
How It Works
Upload Your Documents
Securely upload your DDQ, RFI, or RFP template to get started.
Clone Replicates the Structure
Automatically recognizes sections, sub-sections, and question formatting.
Auto-Fill with Your Data Room
Pulls answers directly from your stored fund data and disclosures.
Review, Refine, and Export
Editable and source-linked for compliance verification.
Comprehensive Model ControlAnd Fine Tuning
Intelligent Document Retrieval
Our vector database instantly identifies and retrieves the most relevant sections from thousands of pages, ensuring AI responses are based on actual document content, not assumptions.
Zero Hallucination Guarantee
Unlike public AI models, our system only generates responses based on your uploaded documents. Every insight is traceable to its source, eliminating AI hallucinations and ensuring regulatory compliance.
Multi-Model Flexibility
Choose from leading AI models—OpenAI GPT-4, Anthropic Claude, Google Gemini, or Xai Grok—and even switch models mid-analysis to leverage each model's unique strengths for different document sections.
Granular Control Over AI Behavior
Fine-tune every aspect of AI processing: adjust response length, modify tone, configure personas (conservative analyst, aggressive reviewer, etc.), and control model parameters for precision results.
Custom Prompt Engineering
Design and save custom prompts that guide AI to analyze documents exactly how your firm prefers, ensuring consistency across all analyses.
Output Format Control
Choose how you want results presented: bullet points, detailed paragraphs, tables, charts, or custom formats that match your firm's reporting standards.
Enterprise-Grade Securityfor Financial Services
Private AI Infrastructure
Your documents never leave your secure environment. All processing happens within your private AI instance with end-to-end encryption.
Regulatory Compliance
Built to meet SEC, FINRA, and international regulatory requirements with full audit trails and data lineage tracking.
Role-Based Access
Granular permission controls ensure only authorized personnel can access sensitive documents and AI-generated insights.