The Agentic AI Platform for Fund Operations

Delivering real AI returns for premier financial firms

AI agents predict incidents and root causes in daily production

A decade of production AI at scale

Trillion in AUM overseen by AI

Thousand positions reconciled daily

Financial statements screened with AI

Percent reduction in labor and false positives

Full operational coverage

Performance
IBOR to ABOR
Security Attribution
Cash & Positions
Accounting Controls
OTC Confirmations
NAV Oversight
Transactions & Holdings
FX & Share Class Hedging

Selective Team

  • Team members drawn from top research universities like Harvard, Yale, MIT, and Michigan
  • Several PhDs on staff

Academic Advisors

  • Joint reinforcement learning agent research with Yale
  • Advisors from Harvard, Oxford, and Yale

AI-First Platform

  • Deep research agents specialized in financial transactions
  • AI reads and indexes all sources of data and docs

Trusted Data

  • Tracks and measures agent and algorithm performance
  • SOC1 certified
  • ISO 27001 certified
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