Only Everysk integrates tailored automations with granular risk calculation. For asset managers, this means powerful insights from more data in less time. Asset managers choose from dozens of available digital robots, that can be connected to form automated workflows, each customizable for your specific investment strategies.
Transform asset management through automation
Asset managers require a robust, automated investment process that ensures compliance regardless of market dynamics. Everysk’s automations have been uniquely tailored to the requirements of institutional asset managers. Our digital robots sift through thousands of data points, processed by our calculation engine to return powerful insights.
Information distilled by Everysk’s automated workforce is available for immediate analysis in our cutting-edge analytics portal, including customizable drag-and-drop templates for reports and battle-tested portfolio & risk management processes.
Share white-labeled custom reports with your clients, investment, and risk teams. Distribute reports automatically through secure links via email or messaging platforms with a set expiration for added security.
Tailored workflows for asset managers
Everysk allows asset managers to get started with automation quickly, with dozens of workflows ready for immediate deployment. Here are just four examples – each with customizations for your use cases.
Everysk streamlines the process of inserting intraday trades to portfolios and automatically tests any compliance breaches before execution. Off-the-shelf robots can send trades to various OMS systems.
Bloomberg Data Parser Workflow
Providers like Bloomberg have powerful data at the ready, but integrating it into your workflow can seem impossible. Everysk’s automated investment workforce sifts through the information you need, distills it through our powerful calculation engine, and provides you with actionable insights.
Portfolio Risk Analytics Workflow
Today’s asset managers have plenty of historical data, but analyzing for risk requires powerful automations capable of data exploration and accurate analysis. Everysk’s Monte Carlo Risk Engine fully reprices each security capturing any non-linearities, providing asset managers with greater confidence in their scenarios.
Portfolio Merge Workflow
Alleviate the burden of aggregating positions from multiple sources. Consolidating across multiple brokers, custodians, and admins poses a challenge for institutional asset managers. Everysk’s powerful Portfolio Merge Workflow integrates with your providers globally and produces a single portfolio, providing a holistic view of holdings for further processing.
LARGE ASSET MANAGER
7x more portfolios
- Unable to process hundreds of portfolios for multiple business lines daily using 5 different providers
- Everysk displaces all providers, aggregates processes, provides scale to grow
- Portfolios processed increases from 200 to 1,500 daily