Intelligent Workflow Automation for Investment Operations
Deterministic workflows that agents build, and workflows that call agents. Connect systems, data, analytics and people in flows that run the same way every time.
See it build
From One Sentence to an Orchestration
Describe the outcome to the Workflow Specialist in plain words. It plans the workflow before it builds anything.
Overview
Everything You Need to Automate Operations
Trigger Engine
Start flows from file arrivals, data updates, schedules, API calls, or manual actions.
Action Library
Chain data, AI, analytics, collaboration, and integration actions in the same workflow.
Embedded Intelligence
Extract documents, enrich entities, classify files, reconcile data, and predict schemas.
Human on the Loop
Pause flows for validation, investigation, approval, or data completion when required.
Triggers
Trigger Workflows from Any Operational Event
Start a flow when a provider file arrives in a client bucket. Automatically detect file patterns and route to the appropriate workflow.
Launch workflows when new data is written into tables, records are updated, or specific conditions are met in your data model.
Execute controls, reconciliations, or reports at defined times. Set up daily, weekly, or custom schedules with timezone support.
Create flows from external systems through REST endpoints. Integrate with any service that can make HTTP requests.
React to webhooks and events from external systems like Salesforce, Slack, or custom applications. Connect any service that can send notifications.
Actions
Chain Automation Blocks
Data actions
Map fields, transform values, merge datasets, harmonize schemas against clean data models.
Intelligence actions
Extract unstructured data, enrich entities, classify files, reconcile data, predict schema.
Analytics actions
Compute proxy, fees, compliance, ESG SFDR, Charles River compliance inside the flow.
Collaboration actions
Create tasks, notify users or workspace, send emails for investigation or validation.
Integration actions
Send HTTP requests, query Snowflake, search Google Drive, interact with external systems.
Ingestion actions
Store raw files, extract tables, and create clean enriched data tables automatically.
Human on the loop
Validate Where It Matters Most
Validate extraction
Review and correct fields extracted from documents by models. Ensure accuracy before data enters your system.
Orchestration
Purpose-built Orchestrator with Full Traceability
Listen for events
Continuously receive messages from services and listeners.
Decide next step
Determine whether to wait, ask a person, or trigger the next action.
Message updates
Services report completion or failure back to the orchestrator.
Flow history
Store full status and history of each workflow in the orchestrator database.
Monitoring panel
Provide detailed operational view and alerts when intervention is required.
Flow chaining
Trigger subsequent workflows when a flow completes successfully.
Distribution
Publish and Distribute Outputs Anywhere
Email distribution
Send reports, alerts, and outputs directly from the workflow.
Workspace notifications
Notify users and teams when data is processed or exceptions occur.
Task creation
Create actionable tasks linked to data, reports, and investigations.
HTTP requests
Push data and results to external systems through APIs.
External file actions
Interact with external storage such as searching and retrieving files.
System queries
Query external databases (e.g. Snowflake) as part of the publishing step.
Use Cases
Designed for Any Investment Operations Workflow
NAV validation checks Ingest ABOR, IBOR, prices, cash, and positions to run automated controls and exception workflows.
Unstructured document extraction Extract referential, fee, holdings, and mandate data from PDFs, KIIDs, prospectuses, PPMs, and reports.
Referential data maintenance Automate onboarding, updates, and validation of funds, instruments, issuers, and corporate actions.
IBOR creation and distribution Aggregate, enrich, reconcile, and distribute positions and transactions into an internal IBOR.
Multi-source reconciliation Match holdings, cash, and transactions across custodians, PMS, and administrators with investigation tasks.
Fees and performance fees oversight Ingest rules, NAVs, and benchmarks to detect anomalies and generate validation reports.