Platform
Boagent connects to your systems, transforms your data, reconciles positions, and generates reports. One platform that learns your workflows and executes them with precision.
Request a demoConnect
Integrate with custodians, prime brokers, administrators, and internal systems through industry-standard protocols. Read-only connections ensure your source data is never modified.
Data Prep
Normalize formats, merge sources, and build reusable processes that run automatically. Describe what you need in plain language. The agent generates and executes scripts behind the scenes.
Reconcile
Our match engine combines rule-based matching, fuzzy matching, and machine learning to achieve higher match rates. When breaks occur, AI explains likely causes and suggests resolutions.
8 breaks are T+1 timing differences. Recommend auto-resolving after next day confirmation.
"Show our top 10 positions by market value with sector breakdown"
Report
Generate investor reports, regulatory filings, and operational analytics from your reconciled data. Query in natural language, explore interactively, and schedule automated delivery.
Why Boagent
We understand the complexity of institutional operations. Boagent is designed from the ground up for the workflows, data formats, and security requirements of asset managers.
Not just automation. Our AI understands your workflows, learns your preferences, and acts as a subject matter expert that improves over time.
SOC 2 certified. Read-only connections. Permission-aware queries. Your data stays yours and is never used for training.
Every match, break, resolution, and user action is logged with timestamps. Meet regulatory requirements and answer auditor questions with confidence.
