Everysk’s intelligent automation for asset servicing facilitates the day-to-day management of investment portfolios and ensure compliance regulations are met every step of the way.
Asset Servicing at the Speed of Automation
Asset Servicing firms are required by their clients to deliver modular and flexible solutions that bring together disparate data and connect to multiple providers. Achieve these requirements quickly and seamlessly through Everysk’s workflows, connecting dozens of financial institutions and the ability to integrate with any API. Maintain spotless compliance through life cycle monitoring, risk analytics, and anti-money laundering workflows, all tailored for your organization, no matter the scale.
Automations that enhance asset servicing
Everysk drives efficiencies, with dozens of out-of-the-box workflows for asset servicing like the four below. Best of all, each can be customized for your clients and use cases.
Trade Settlement Reconciliation Workflow
Facilitate swift and accurate trade settlement by automating the matching, confirmation, and settlement of securities transactions. This workflow enhances operational efficiency, reduces risk, and improves client satisfaction.
Corporate Actions Processor Workflow
Automatically monitor, process, and communicate corporate actions events, such as dividends, mergers, and stock splits, to clients. Reduce operational risk and ensure timely, accurate information delivery with this powerful workflow.
Fund Administration Assistant Workflow
Streamline fund administration tasks, such as risk management, NAV monitoring, and regulatory reporting, by automating data processing and generating accurate reports. This workflow improves efficiency, accuracy, and compliance.
Portfolio Compliance Workflow
Respond swiftly through automatically detecting portfolio breaches and monitoring your compliance life cycle, across thousands of portfolios with unique rule sets. React promptly as remediation plans are generated for execution, compliance is tracked over time and milestones are logged every step of the way.
- Legacy system constrained client from
timely producing deliverables
- Innovative technology needed to allow scale
for growth of the business
- After stringent review, Everysk was
implemented ahead of scheduled deadlines