Product
Connect
Bring your data into Boagent securely. We integrate with your existing infrastructure without ever modifying your source systems.
Connect once, then extend data access as needed through agent tools enablement. No repeated integrations or credentials management.
Data Sources
Built for financial services infrastructure
Boagent supports the protocols, file formats, and databases standard across fund operations. Connect to custodians, prime brokers, administrators, and internal systems.
sFTP
Secure file transfer for daily position files, NAV statements, and custodian reports.
REST API
Direct integration with portfolio systems, administrators, and market data vendors.
SWIFT
Native support for MT message formats including settlements, corporate actions, and securities messaging.
FIX Protocol
Industry-standard connectivity for order management and execution data.
PostgreSQL
Native connector for PostgreSQL databases with optimized query performance.
SQL Server
Enterprise connector for Microsoft SQL Server environments and legacy systems.
Oracle
Full support for Oracle databases common in fund administration and custody.
Snowflake
Cloud data warehouse integration for modern data architectures.
How It Works
Your data stays yours
We designed Boagent with a security-first architecture. Your data is accessed only when needed, only by authorized users, and never modified.
Security
Built for regulated environments
Fund operations demand strict data controls. Boagent is designed from the ground up to meet the security requirements of institutional investors.
Read-Only Access
Boagent never writes to your systems. All connections are strictly read-only, ensuring your source data remains untouched.
Permission-Aware AI
Our AI automatically aligns with your existing data permissions. Users only see and query what they're authorized to access.
Role-Based Guard Rails
Configurable access controls ensure each user operates within their designated scope. No exceptions, no workarounds.
SOC 2 Certified
Independently audited security controls for data protection, availability, and confidentiality.
Deployment
Your infrastructure, your choice
Deploy Boagent where it makes sense for your organization. On-premises for maximum control, or in the cloud with complete data isolation.
On-Premises
Deploy within your own infrastructure. Full control over hardware, networking, and data residency. Ideal for firms with strict on-site requirements.
Cloud
Managed deployment with dedicated infrastructure. Each client receives a private container that never comingles with external data. Fast provisioning with enterprise-grade isolation.
Your data is never used for training
Client business data remains completely private. We do not use your data to train models, share it across clients, or retain it beyond your engagement. Your data exists solely to serve your reconciliation workflows.