Smart ops for smarter investments

Achieve superior investment performance by optimizing operations, mitigating risks, and gaining actionable insights at scale.

AI for asset management

Achieve superior investment performance by optimizing operations, mitigating risks, and gaining actionable insights at scale.

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Automate back and middle office functions to maximize efficiency, ensuring regulatory compliance and seamless client servicing.

Eliminate inefficiencies, ensuring regulatory compliance and seamless client servicing.

Leverage expert oversight and intelligent systems to anticipate, manage, and reduce exposure to operational and investment risks.

Features

Harness cutting-edge AI and automation to streamline processes, enhance decision-making, and drive operational precision.

AI-powered due diligence: Unlock, process, and synthesize historical data trapped in silos with AI-powered data extraction.

Hybrid workflows for compliance management: Automate regulatory reporting, KYC/AML checks, and audit preparation while integrating human oversight to manage exceptions.

Global workforce, on-demand: Access a global network of experts on-demand, managing client and investor inquiries, meeting preparation, reporting workflows, and compliance oversight with precision and scale.

AI tailored to you: Fine-tune Small Language Models on your proprietary data to generate precision insights and enhance decision-making while reducing computational overhead.

Trusted by leading financial services

Asset management

Saving Nasdaq 10,000 developer hours

Implementing an integration solution that saved Nasdaq thousands of developer hours and supported a product launch.

Asset management

Launching a better, faster, AI investment assistant for Boosted.AI

Improving prediction accuracy for an AI Investment Assistant to cut costs by 90%.

Bring agility to asset management

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