Put liquidity to work.
See available cash, collateral and upcoming obligations together. Give treasury more time to plan funding and act on the opportunities ahead.
Asset Management
Complex investment operations workflows automated, monitored, and executed by agents from start to finish.
Your allocators trust you for your commitments. Our clients trust us for ours.
Our commitment to transparent AIUnlock investment operations potential with AI
Move with confidence.
Start with numbers your teams can agree on. Explained differences and a consistent view of performance mean less waiting for answers from operations.
Make room to grow.
Support new funds, additional counterparties and more demanding investor reporting. Give your people capacity for the work that moves the business forward.
Built around the way your firm operates.
Your first deployment starts with a real operational outcome and the sources behind it. We work alongside your team to configure the process, agree on what needs approval and validate the result before it becomes part of the working day.
Your standards guide the work.
Your operating procedures and organizational knowledge inform how the agent approaches each task.
Decisions retain their context.
Actions and approvals stay connected to the records and investigations that produced them.
Story from the field
680+ hours reclaimed each month at IVolatility.
Why managers choose Boagent.
We're not a chatbot. We're not a coding tool. We provide new way to automate which turns agents into operators on your team
Your team begins with a shared view of cash, trades and positions across fund administrators, prime brokers, custodians and internal systems. The agent reconciles the records, cross-references them and investigates the differences, bringing your people the context they need to decide what happens next.
Cash · trades · positionsBoagent
From source records to a verified picture
Cash, margin requirements and collateral belong in the same picture. Your agent connects balances, expected movements and unexplained differences, helping treasury assess available liquidity and prepare for obligations. Your people keep the funding decisions; the agent keeps the preparation moving.
Cash · margin · collateralBoagent
Funding decisions with the context attached
Differences in prices, FX, income and fees arrive with an explanation and the supporting evidence. Your agent follows investigations through to a proposed resolution, ready for your approval. Management, investors and oversight teams get a consistent account of performance with a clear trail back to the numbers.
Prices · FX · income · feesBoagent
From a difference to a decision
Reports delivered directly to parties over email or Teams without staying late or digging through legacy systems. Agents transform messy sources into clean tables for you to report on with clarity and completeness. Responses are answered automatically over email while operations focuses on tougher challenges and strategy.
Management · investors · oversightBoagent
The report is only the start of the conversation