Metis automation builds Enterprise Intelligence.
Overcome the challenges of disconnected systems and limited technical resources while protecting privacy and compliance.
Enterprise automation use cases across your organization
Metis connects your existing systems, data, applications, and AI tools to automate complex workflows across the enterprise. From investment research and portfolio management to operations and reporting, teams can use natural language to perform work across the tools they already use.
Rethink the front office
Metis enhances portfolio management, research, and client-facing workflows by providing access to authorized data across connected systems. Investment teams, analysts, and executives can synthesize information, automate repetitive work, and surface insights across internal and external data sources.
Risk & Analytics
Analyze portfolio risk, surface relevant alerts, and evaluate information from internal and third-party data sources.
Performance Reporting
Query and visualize performance, exposure, and accounting data across connected trading and reporting systems.
Internal & External Data Analysis
Analyze structured and unstructured information across internal systems, documents, market data, and external sources.
Research
Accelerate investment research by synthesizing information across approved internal and external sources and supporting efficient idea generation.
Portfolio Management
Analyze and contextualize investment events, portfolio data, and market information across teams and connected systems.
Metis in action
Reimagine fund operations
Metis enables middle and back-office teams to automate operational workflows, reduce manual work, and improve efficiency across existing systems and data. Using natural language, employees can apply their own expertise to automate processes without replacing the infrastructure they already use.
Self-service
systems and data integration
Connect and work across existing systems and data sources without costly migrations.
Workflow
automation
Automate repetitive operational workflows such as reporting, reconciliation, and data analysis.
Operational reporting
Gather, analyze, and report information across connected systems and data sources.
Process monitoring and review
Trace automated workflows and review the actions taken across connected systems.
Enterprise knowledge access
Find and work with authorized information across connected systems, applications, and data sources.
Metis in action
Frequently asked questions
How does my team use Metis daily?
Metis provides employees with an intuitive, natural-language interface for working across the systems, data, and tools they already use. Users can ask Metis to research information, analyze data, automate workflows, and complete tasks across connected applications, while maintaining the permissions and access controls of the individual user. Users can also view how Metis is reasoning and interacting with connected tools and systems as work is completed.
How much does Metis cost?
Metis is a subscription-based platform that costs $5,000/month for up to 10 users. Each additional user is $250/month. Custom pricing plans can be developed and tailored for large enterprises.
Does Metis work with my existing databases, legacy applications or AI systems?
Yes. Metis is designed to work with your existing technology stack rather than replace it. Its modular, extensible architecture connects databases, legacy applications, internal systems, third-party platforms, and AI tools so they can work together through a unified orchestration interface.
Metis can extend connectivity through APIs and Model Context Protocol (MCP) servers, allowing organizations to integrate new systems and AI capabilities as their technology stack evolves without being locked into a single model, vendor, or application.
How does Metis securely connect to my systems and data?
Metis uses a modular architecture, direct API connections, and Model Context Protocol (MCP) servers to connect to existing systems of record, business applications, and data sources without requiring data migrations or repository duplication. Structured and unstructured data can remain within the customer’s authorized environment while Metis provides a unified interface for interacting with connected systems.
Access is governed by the customer’s existing identity and authorization controls. Metis follows an act-as-user model, so users can only access data and perform actions they are already authorized to access within connected systems. Customer deployments are isolated within the customer-controlled private cloud environment, with network and cloud security controls used to restrict access and communication between components.
How does Metis ensure data privacy?
Metis is designed to keep customer data within the customer-controlled private cloud environment. Each customer deployment is isolated within its own authorized cloud environment, with network and security controls restricting access and communication between components. Customer data is not transmitted back to Metis infrastructure for processing or telemetry.
AI inference can occur within the customer’s private cloud environment using approved model services, while connected systems retain their existing authentication, authorization, and data-access controls. Metis acts within the permissions of the individual user, helping ensure users can only access the data and systems they are already authorized to use.
What general security measures does Metis implement?
Metis uses defense-in-depth security controls designed to protect the platform, customer environments, and connected systems. Key measures include:
- Identity and access: Identity provider (IdP) authentication, MFA support, role-based access controls, and user-level authorization.
- Customer isolation: Customer deployments are isolated within customer-controlled cloud environments, with network security controls used to restrict access and communication between components.
Private model inference: AI model inference is performed within the customer’s private cloud environment using approved model services, helping keep customer data and AI workloads within the customer-controlled security boundary.
- Encryption: Data is protected using encryption in transit and at rest.
- Least-privilege access: Metis follows an act-as-user authorization model, with connected systems retaining their existing permissions and access controls.
- Secure development: Metis uses code review, automated security scanning, dependency monitoring, vulnerability management, and penetration testing as part of its security program.
- Monitoring and auditability: Security-relevant activity and user actions are logged to support monitoring, investigation, and auditability.
- Independent assurance: Metis is SOC 2 Type II compliant and undergoes independent security assessments and penetration testing.
How does Metis enforce and secure your compliance policies and access controls?
Metis follows an act-as-user authorization model, operating within each user’s existing permissions when accessing connected systems and data. Authentication to Metis does not inherently grant access to connected applications; those systems retain their own authentication, authorization, and security controls.
This allows Metis to extend an organization’s existing access-control and compliance framework rather than bypass it. Users can only access data and perform actions they are authorized to access within the underlying systems, helping preserve least-privilege principles across AI-enabled workflows.
User and system activity is logged to provide traceability and auditability of actions performed through Metis.
How can employees across my organization use Metis?
Metis is designed to make enterprise AI accessible across your organization through a natural-language interface, without requiring employees to code or have specialized AI expertise. Users can ask Metis to research information, analyze data, automate workflows, troubleshoot issues, and perform authorized tasks across the systems and tools they already use.
Because Metis operates within each user’s existing permissions, employees across different teams and functions can use the same platform while maintaining the appropriate access controls for their roles. As Metis learns from interactions, workflows, and organizational context, it can help teams work more efficiently while building on the expertise already within your organization.
How does Metis minimize your LLM hallucinations?
Metis is designed to reduce the risk of LLM hallucinations by breaking complex workflows into smaller, auditable tasks and validating intermediate outputs before completing the overall request. Rather than relying on a single model response, Metis can use connected enterprise data, tools, deterministic checks, and multiple AI models where appropriate to ground and validate its work.
Metis also provides visibility into how tasks are performed and which tools and systems are used, helping users review outputs and maintain human oversight. While no AI system can eliminate hallucinations entirely, this structured approach is designed to improve the reliability and traceability of AI-generated results.
How does Metis augment your team’s expertise and institutional knowledge?
Metis is designed to amplify the expertise your organization already has rather than replace it with prepackaged solutions. Your people understand the processes, context, and institutional knowledge that make your business unique; Metis helps put that expertise to work across your systems and workflows.
Through natural-language interaction, Metis learns from users, processes, and organizational context over time, helping teams automate repeatable work, apply internal knowledge more consistently, and make that expertise accessible across the organization.
What does it mean to create a digital twin of your organization?
Metis builds a dynamic understanding of how your organization works by learning from the interactions, processes, and context generated as your teams use the platform.
Each user query, workflow, and interaction can add context to Metis’ multi-level memory, allowing it to better understand how work gets done across your organization over time. This creates an evolving digital representation of your firm’s processes and institutional knowledge that helps Metis perform work with greater context and consistency.
As more workflows are automated and more organizational context is captured, this intelligence compound, helping preserve institutional knowledge, improve future workflows, and make your firm’s expertise more accessible across the organization.
How do you deploy Metis in your environment?
Metis is deployed directly within your organization’s controlled private cloud environment using infrastructure-as-code and Terraform templates. Each customer receives an isolated deployment within their own cloud security boundary, allowing your organization to maintain control over its data, infrastructure, network configuration, and security policies.
The deployment process automates provisioning of the required cloud resources and provides a consistent, repeatable architecture that can be configured to meet your organization’s security and infrastructure requirements. Metis does not require customer data to be migrated to or stored within Metis-managed infrastructure.
AI model inference is also performed within the customer-controlled private cloud environment using approved model services, helping keep customer data and AI workloads within the same controlled security boundary.
What cloud platforms does Metis support?
Metis is cloud-agnostic and supports deployment on:
- Amazon Web Services (AWS) Bedrock
- Microsoft Azure Foundry
- Google Cloud Platform (GCP) Vertex
Each deployment maintains the same feature set while taking advantage of cloud-specific optimizations and managed services available on each platform.
Which LLM models does Metis support?
Unlike platforms that limit you to a small selection, Metis is model agnostic and supports leading foundation models including:
- Anthropic
- OpenAI
- Meta
- DeepSeek
- xAI
- Open Weight Models
How do I know which LLM model to use?
You don’t need to choose a model for every task. Metis can route requests to the most appropriate available model based on the requirements of the task, such as the type of work, required capabilities, performance, and cost. This is done via Smart Routing
This model-agnostic approach allows different AI models to be used where they are most effective, while giving organizations the flexibility to define which models and providers are available within their environment.
What protocols and data sources can Metis connect to?
Metis is designed to connect with the systems, applications, and data sources your organization already uses. Its extensible architecture uses Model Context Protocol (MCP) servers, APIs, and other standard interfaces to connect enterprise applications, databases, internal systems, data platforms, and AI tools.
Rather than relying only on prebuilt integrations for specific vendors, Metis is designed around extensible protocols that allow new systems and data sources to be connected as an organization’s technology stack evolves. This is particularly valuable for financial service firms that rely on a mix of industry-specific platforms, proprietary systems, legacy applications, and modern cloud services.
Connections operate within the customer-controlled private cloud environment and are governed by the authentication, authorization, and security controls of the underlying systems.
How does Metis securely host and run LLMs?
Metis is designed to perform AI model inference within the customer-controlled private cloud environment, helping keep customer data and AI workloads within the organization’s existing security boundary. Metis can use approved private model services, such as AWS Bedrock and equivalent services from supported cloud providers, based on the customer’s deployment architecture.
Metis is model-agnostic, allowing organizations to use supported models from multiple providers without requiring customer data to be routed through public model APIs outside their controlled environment. Available models and hosting options may vary based on the customer’s cloud provider and security requirements.
Disclaimer: Metis Labs, Inc. provides software tools to assist with workflow automation and information retrieval. Outputs generated by the platform should not be relied upon as legal, financial, investment, or compliance advice. All results must be reviewed and validated by authorized personnel before use. While Metis is designed to reduce hallucinations through data grounding and controlled reasoning, no AI system can fully eliminate the possibility of incorrect or incomplete outputs. Final decisions should always be made by human reviewers.
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Lowering the barrier to AI to natural language.
Let’s solve your use cases to help you work intelligently and perform better. Start with one workflow automation or insight use case and Metis will help you build from there.