Contact RobertAdler@amgkernel.com --

Soft Dollar Research: Banking Act Section 28(e) Subscription sold through Introducting Broker; Not Available Direct.

Scope -> Advise/Consult Established Data + Analytics dedicated team to license developed code and training products

........or - Seed Resources for Business Founding indications of interest to be managed by one or more of the original customers:

The system uses the Model Context Protocol, introduced by Anthropic, to host a private MCP server of market data to transform a simple non-reasoning kernel of EDGAR filings into a powerful agentic orchestrator, that anchors and extends reasoning capabilities in MCP client LLM's without redesigning a core model, like Gemini, Claude, ChatGPT....

Interactive dashboard controls facilitate opportunities to research shared questions and common understandings between the Fiduciary and Customer that are always fixated on their shared tangible form of expression: Trusted numerically reconciled values that anchor and extend a continuous learning awareness of how intentional sentiment is changing.

Demo: Prototype dashboard visualization templates to train unique LLM signals using continuous market data overlays of changing regulated values and sentiment.

Founding research and equity offering extends to Regulated Information Customers who purchased Open-end Fund Flow and Securities Ownership data, and renewed subscriptions to the information during the 2010 sale of AMG Data Services to Thomson Reuters (now LSEG):

Bank of America
Goldman Sachs
Renaissance Technologies
Fidelity Management & Research
Barclays Capital
JP Morgan Chase
Daiwa
Citigroup
Credit Suisse
Leuthold Weeden
Viking Global
UBS
SG Americas
Thomas Weisel Partners
Standard & Poor's

Relevant:

FDS - Section 28(e)/Perplexity

NASDAQ - Membership

Newscorp - Text & Fox

AWS - Cloud Data Services

Lyft/Uber (Rideshare model for less regulated and non-Financial dimensional templates)

....

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