Analyst Assistant

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 action

Always available subject matter expert

No 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.

Today's Tasks
Wednesday, January 15
Figure out treasury bond breaks from yesterday
High priority • Position Recon
Ask a question...
Ask a question...

Trade investigation from unstructured data

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.

Rapid response to cross-department queries

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.

Slack
#risk-ops
JL
Jennifer Liu Risk Analyst 10:32 AM

Hey, how are we doing on margin at Morgan Stanley? PM is asking about capacity for a new position.

Ask a question...

Give your analysts an unfair advantage

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.

Request a demo