AI embedded, not added on.

Global institutions rely on our 800+ AI agents that can scale to process millions of data-intensive tasks across reconciliation, reporting, and portfolio management.

AI that lives inside the platform.

Production ready.
Institutional grade.

Address complexity and manual processes with powerful and useful, deeply integrated, and contextually relevant AI.

Use case #1

Reconciliation & data quality

GenAI can scale to process millions of transactions, learning from historical data to detect and resolve exceptions automatically, before they interrupt reporting.

Outcome

Up to 90% reduction in manual reconciliation effort and faster
issue resolution.

Use case #2

Regulatory & accounting reporting

AI agents generate, validate, and submit reports autonomously, pulling directly from live accounting and investment data to ensure complete accuracy and compliance.

Outcome

80% faster report generation and same-day audit readiness.

Use case #3

Financial close & variance analysis

GenAI surfaces discrepancies instantly, analyzes root causes, and provides clear recommendations, enabling finance teams to close faster and with confidence.

Outcome

50% faster close cycles and same-day resolution of variances.

Use case #4

Risk monitoring & stress testing

Continuous scanning across asset classes identifies emerging risks, runs real-time stress tests, and alerts teams to exposures before they impact portfolios.

Outcome

Continuous risk visibility and proactive management of exposures.

Use case #5

Reporting & client communications

Using live portfolio data, GenAI generates personalized, compliant client reports and summaries instantly, enabling faster communication and greater transparency.

Outcome

Instant, audit-ready reporting that builds trust with clients
and regulators.

Operational efficiency,
redefined.