Automated workflows

Streamline complex processes with precision. Build intelligent workflows that reduce manual tasks and deliver consistent, reliable results.

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Intelligent workflow automation

Our platform centralises automation across operations. Use prebuilt modules or configure your own workflows to ingest, enrich, compute, and publish data automatically.

From data onboarding to report delivery, workflows remove manual steps, reduce errors, and accelerate execution, giving you speed, consistency, and operational confidence.

Automate quickly & confidently

Speed

Execute processes instantly, cutting hours of manual work and accelerating delivery.

Accuracy

Reduce errors with automated data handling and precise workflow execution.

Scalability

Easily expand workflows to handle more data, tasks, or team members without friction.

Collaboration

Share results, assign tasks, and align teams seamlessly within automated processes.

Move from trigger to results with ease

Trigger workflows

Start workflows exactly when needed using real-time events, schedules, or user actions. Flexible triggers ensure tasks execute at the right moment, without manual oversight.

Produce analytics

Generate analytics directly in workflows. Use predefined calculations or custom logic to deliver fast, actionable insights tailored to your operations.

Transform data

Cleanse, validate, map, and enrich data at every step. Structured outputs ensure quality and consistency, supporting reliable automation and downstream systems.

Publish & collaborate

Deliver workflow results automatically. Generate reports, update dashboards, or push data to integrated platforms for timely, actionable insights.

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Browse our other platform features

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Analytics

Bring analytics into the flow of work. Detect patterns, surface signals, and turn insights into immediate, meaningful operational action.

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Automation

Design and run processes end-to-end with precision. Automate tasks at scale, remove friction, and let your team focus on outcomes, not effort.

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Collaboration

Unite your team and tools in one shared space. Align tasks, insights, and decisions so work stays visible, connected, and easy to coordinate.

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Intelligence

AI that works alongside you. Transform unstructured inputs into knowledge, guide decisions, and amplify expertise across every interaction.

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Integrations

Connect everything seamlessly. Link cloud software, legacy systems, and files upstream and downstream without changing how your team already works.

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Data

Model and manage data your way. Store, enrich, and validate millions of records to create a single trusted source that powers your operations.

Explore use cases for your business

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Reference data management

Centralise, validate, and enrich your fund data to ensure accuracy and reduce operational risk.

NAV validation & oversight

Automate NAV checks and independent oversight to improve accuracy, transparency, and regulatory compliance.

Ready to see how we can transform your investment operations?

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