Active Intelligence has launched the beta release of TradeBit, its third-generation investment reporting platform designed to seamlessly integrate with clients' existing trade booking workflows. Powered by autonomous AI agents, TradeBit orchestrates the end-to-end process – from retrieving live market quotes and reconciling transactions across trading and internal systems, to generating automated daily and monthly NAV reports.
By automating the full trade booking and reporting cycle, TradeBit significantly reduces manual effort and operational risk, delivering accuracy at scale and saving institutions hundreds of labour hours every month.
KC Hui, CEO of Active Intelligence, delivered two lectures in the Fintech module of the Executive Certificate in Contemporary Financial Planning Programme at the Hang Seng University of Hong Kong School of Business on October 31, 2025 and November 8, 2025. During the session, Mr. Hui provided an overview of the evolution of fintech and highlighted emerging trends in Artificial Intelligence, illustrating how AI-driven insights and processed data can enhance workforce productivity and enable junior financial planners to perform with the effectiveness and decision quality of seasoned industry veterans.
Active Intelligence is pleased to announce that it has entered into agreement with Blue Mountain Bridge Capital ("BMBC") to develop Risk Management System for its investment portfolio. The new system will assist BMBC team in trade booking, calculating return and fund accounting with real-time trade reconciliation and return calculation. The new upgrade will significantly enhance the fund management efficiency and staff productivity. The new system will set a foundation for future AI agent development.
Active Intelligence has officially joined the Amazon Web Services Generative AI Accelerator program. It's health care chatbot is selected as the top 10 finalist in the pitching competition. The chatbot helps users understand their body check report and allows users to ask any question, get recommendation on care plan to improve their health. This collaboration marks a significant milestone in Active Intelligence's commitment to advancing AI technologies and harnessing the power of generative AI for innovative solutions for various industries. By participating in this program, Active Intelligence aims to further enhance its capabilities in leveraging AWS's cutting-edge AI tools and resources to deliver even more robust and scalable AI-driven insights to its global clientele. This partnership underscores Active Intelligence's dedication to staying at the forefront of AI innovation and underscores its strategic vision for future growth and development in the field of artificial intelligence.
Active Intelligence is pleased to announce a new partnership with Oppa to develop an innovative event management module featuring AI-powered business card recognition technology. The system will enable event attendees to efficiently digitize and manage large volumes of business cards collected at business events, automatically generating organized guest lists through Active Intelligence's advanced card recognition technology, which achieves over 85% accuracy across all business card formats. This SaaS-based solution will be seamlessly integrated into Oppa's platform through API access, streamlining post-event contact management for users.
Active Intelligence is thrilled to announce the successful completion of our cutting-edge AI project for Blue Mountain Bridge Capital ("BMBC"). Leveraging state-of-the-art Language Model (LLM) technology and advanced AI algorithms, our new system is set to transform how we manage investment risk and streamline transaction reconciliation across our fund, brokers, and administrative platforms. This innovative solution marks a significant milestone in our commitment to harnessing AI for enhancing operational efficiency and accuracy. By automating complex tasks and integrating seamlessly with existing systems, we are poised to deliver unparalleled reliability and insights, empowering us to navigate the dynamic landscape of financial markets with greater agility and precision.
We are delighted to announce the completion of our cutting-edge Property Valuation Model for Jones Lang Lasalle ("JLL"). Developed in collaboration with leading real estate experts, this advanced system harnesses extensive real estate transaction data and our robust big data and modeling technology. Acting as a co-pilot tool for property valuers, the model significantly enhances valuation consistency and minimizes training requirements for junior professionals. This marks our second successful collaboration, proving the model's scalability across diverse real estate projects without requiring post-production fine-tuning. Looking ahead, we are excited to expand this transformative system across various real estate classes in partnership with JLL, setting new standards for precision and efficiency in property valuation practices.
Active Intelligence participated in the inaugural Metaverse Asia Expo, both physically at Cyberport, Hong Kong, and virtually in the metaverse. As pioneers in the field, our virtual booth spotlighted our cutting-edge advancements in Natural Language Processing (NLP) and financial analytics. We showcased our collaborative efforts with industry leaders and government agencies, demonstrating how our innovative technologies are reshaping the future of digital interaction and business intelligence.
Active Intelligence is proud to announce the successful completion of Phase 1.5 and the upgrade of the eValuation Portal for Jones Lang LaSalle ("JLL"). This enhancement enables JLL employees to efficiently extract data from diverse financial sources and generate comprehensive digital valuation reports with enhanced accuracy and speed. "We are delighted to continue our collaboration with the world's premier asset valuation company," stated Elecious Lee, CTO of Active Intelligence. "This project underscores our capability to integrate advanced financial knowledge and technology, delivering sophisticated models across more than 67 industries." This achievement marks another significant stride in our commitment to innovation and excellence in real estate valuation technology.
Active Intelligence is excited to announce the successful completion of the Automatic Valuation Modeling System for residential property valuation. Powered by Active Intelligence's cutting-edge AIntel technology, this innovative system effectively gathers and filters market data to accurately estimate property market values. Notably, AIntel technology excels in filtering outlier data more efficiently than traditional methods, enabling appraisers to focus on property-specific details that truly reflect its value. This milestone underscores our commitment to advancing property valuation practices through advanced technology, ensuring precise and insightful assessments in real estate markets.
Active Intelligence proudly announces the successful completion of phase 1 of the eValuation Portal in collaboration with CP101 Limited. This advanced portal empowers Jones Lang Lasalle (JLL) employees to conduct asset valuations using various methodologies such as DCF and market approach directly online. It represents a pivotal milestone in enhancing our data bank and big data strategy, laying the foundation for future innovations. "This project exemplifies our ability to merge financial expertise with cutting-edge technology, delivering a distinctive solution poised for significant future developments," remarked William Hui, Director of Active Intelligence.
Active Intelligence is pleased to announce the successful deployment of the invoicing system for Corporate Management Services. This new system empowers employees of Corporate Management Services to streamline their invoice management process, efficiently handling billing data to pinpoint opportunities for sales optimization. "The implementation of this invoicing system marks a significant advancement in enhancing operational efficiency and strategic insights for Corporate Management Services," stated Elecious Lee, CTO at Active Intelligence.
Active Intelligence is proud to announce the successful completion of phase 2 of the Financial Big Data Development Project in collaboration with CMSC Partners ("CMSC"). Active Intelligence spearheaded the design of CMSC's comprehensive big data strategy, encompassing credit data collection, a roadmap for credit modeling, and the development of an end-to-end system to streamline data collection, cleansing, and real-time credit alerts. "This project exemplifies our commitment to leveraging advanced technology and financial expertise to deliver robust solutions that enhance operational efficiency and strategic decision-making," stated Elecious Lee, CTO at Active Intelligence. CMSC Partners is an asset management company licensed by the Hong Kong Securities and Future Commission. It focuses on digital SME lending and alternative asset backed financing.
Active Intelligence is excited to announce the publication of an AI research paper on NLP transfer learning. Our AI team dedicated extensive research and development efforts to create advanced NLP transfer learning models tailored for entity recognition in merger and acquisition financial news applications. The developed models effectively extract crucial transaction data from unstructured news content, transforming it into structured data for enhanced analysis. This research paper, now available on ArXiv at Cornell University, underscores our technical prowess and unwavering commitment to innovation in AI research. Active Intelligence remains steadfast in advancing AI applications for the finance and healthcare industries, empowering the financial community with enhanced investment research capabilities.