Secure AI for Finance
Put AI to work for your investment team.
Deploy AI search and workflow agents on your own data, in weeks.
Powering Research at Brown Advisory ($160B AUM)
Secure AI for Finance
Put AI to work for your investment team.
Deploy AI search and workflow agents on your own data, in weeks.
Powering Research at Brown Advisory ($160B AUM)
Trusted by Teams Managing Billions in Assets
Brown Advisory
Building an AI Ready Foundation
Hear how Brown Advisory uses Shift to bring siloed research and data together, preserve critical context, and create a clean, trusted foundation that makes AI usable across the investment team.
Our Approach
From Data Chaos to AI Clarity
This short explainer shows how the Basis Engine turns the daily data struggle of investment teams into a connected foundation for smarter research, faster collaboration, and AI-powered automation.
Security You Can Trust
SOC 2 certified, enterprise-grade protection designed for investment firms.
Compliance Ready
Meets rigorous financial industry standards.
Data Control
Your data stays under your ownership, fully encrypted.
Flexible Deployment
On-prem, private cloud, or hybrid.
Access Controls
Granular permissions by role.
See how Shift gives your firm an AI edge.