Agent
Your operations team's always-available expert. Investigate breaks, trace trades through unstructured data, and answer cross-department queries in seconds instead of hours.
Context-aware AI that understands your positions, counterparties, and workflows. Ask questions in plain language and get answers backed by your actual data.
See it in actionNo more waiting for the one person who knows the answer. The Analyst Assistant has deep context on your reconciliation history, counterparty patterns, and resolution approaches. Start your day by asking what needs attention, and get actionable answers immediately.
Counterparty emails don't follow your data schema. The Analyst Assistant extracts trade details from emails, PDFs, and messages, then traces each trade through your systems to identify where settlement failed. No manual re-keying required.
When risk, compliance, or portfolio management needs answers, they need them now. The Analyst Assistant can pull current margin status, exposure breakdowns, and position details in seconds. No more digging through spreadsheets or waiting for someone to get back to their desk.
See how the Analyst Assistant can accelerate your operations team. Request a demo and we'll show you how it works with your actual workflows.
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