Standard Metrics

Automate portfolio reporting

Data & Analytics

Compliance Certifications GDPR SOC2

About Standard Metrics

A platform for AI-driven portfolio management that centralizes performance data, documents and notes. It collects data with a configurable collection tool and a human-in-the-loop process, analyzes an auditable set of metrics, and produces investor-ready reports and dashboards with embedded BI and AI analysis. It provides benchmarking across portfolios and supports AI-assisted inquiries to compare performance.

What Cakewalk Does With Standard Metrics

Govern who on your team and which agents can access Standard Metrics. AI agents can act inside Standard Metrics with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Standard Metrics through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Standard Metrics Tasks Agent Connection	A person asks their agent to do something in Standard Metrics, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and Logged Agent Connection	Every agent action in Standard Metrics is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.