Intelligence in
the engine.
A platform that reads your data, not one that only displays it. The AI runs inside the engine, bound by strict rules. No output reaches a client or the books without human validation.
Four operations, automated — and supervised.
Query in plain language
"Show me the USD exposure of every account above EUR 5m" — the agent reads the question, queries the consolidated record and answers. No export, no pivot table, no waiting on the data team. The record answers directly.
Agentic reconciliation
Every night, the agents reconcile the flows from all your custodians and raise only the real exceptions. Management by exception: you no longer review everything, you review what breaks. And nothing is validated without a human.
Anomaly detection
Aberrant prices, divergences between custodians, unusual movements: flagged automatically, before the client sees them. Every exception is timestamped and carries the file and version it came from.
Document extraction
A structured product term sheet in PDF? The model extracts barriers, coupons, underlyings and observation dates, structured straight into the record. What took half a day of keying takes seconds.
The AI sits in the engine, not on the surface. And it never decides alone.
Human in the loop
No entry, no send, no decision without human validation. The agent proposes. You decide.
Everything is logged
Every step the agent takes is logged and can be replayed. The audit trail covers the AI as it covers the rest.
Bounded to your data
The agent works only on your consolidated record. Nothing invented, nothing leaked, no grey area.