Risk
Everysk Q3 2025 Releases: AI Robots and Workflow Enhancements
Overview Everysk continues to expand its intelligent automation platform for capital markets. This release introduces new AI-powered robots that extend workflow capabilities and delivers several enhancements designed to improve speed, usability, and productivity across the platform for investment managers. New…
Sep 24 - 4 min read
Wealth
Everysk Wins “Best AI Solution or Tool” at 2025 HFM US Services Awards
Everysk Wins “Best AI Solution & Tool” at 2025 HFM US Services Awards Building on our 2024 success, Everysk continues to lead innovation in AI-driven intelligent automation for capital markets We are proud to announce that Everysk has been named…
Sep 18 - 4 min read
Wealth
AI Adoption in Investment Management: Key Use Cases & Innovation Drivers
Adoption of AI in Investment Management: Key Use Cases & Innovation Drivers The impact of AI in investment management can be profound, with potential cost base reductions of up to 25-40%. Our analysis has yielded key areas of value…
Sep 2 - 5 min read
Risk
Everysk Q3 2025 Releases: AI Robots and Workflow Enhancements
Overview Everysk continues to expand its intelligent automation platform for capital markets. This release introduces new AI-powered robots that extend workflow capabilities and delivers several enhancements designed to improve speed, usability, and productivity across the platform for investment managers. New…
Sep 24 - 4 min read
Trading
Everysk Shortlisted in Three Categories at 2025 HFM US Services Awards for AI, Risk, and Infrastructure Excellence
Everysk Shortlisted for AI, Risk Management, and Infrastructure at the 2025 HFM US Services Awards We’re proud to announce that Everysk has been shortlisted in three major categories at the 2025 With Intelligence HFM US Services Awards, which recognize innovation…
Jun 26 - 2 min read
Trading
Risk as Reputation: How Institutional Risk Management Wins Allocator Confidence
Insights from Allan Brik, CEO of Everysk and Former CRO of $14B Hedge Fund Allocator When speaking with allocators, risk measuring and monitoring have evolved beyond a control function to a statement of operational discipline. CIOs and CROs are…
Jun 4 - 5 min read
Platform
Agentic AI for Capital Markets
Agentic AI is reshaping how we think about automation. It provides automated workflows that are no longer about executing predefined steps, but pursuing outcomes. Unlike traditional workflows or standalone large language models that operate one step at a time, Agentic…
May 8 - 12 min read
US
A Smarter Workflow for Trading Operations
The rising popularity of separately managed accounts (SMAs) and investor-specific constraints has resulted in increasingly complex and fragmented trading operations, leaving investment teams grappling with disconnected systems and manual processes. This hinders their ability to scale efficiently and manage operational…
Apr 17 - 6 min read
News
Everysk Named “Best Technology Infrastructure Provider” at HFM US Services Awards
We are excited to announce that Everysk has been named the “Best Technology Infrastructure Provider” at the prestigious HFM US Services Awards 2024. These annual awards, hosted by With Intelligence, honor companies that have demonstrated exceptional service and technological innovation…
Oct 29 - 2 min read
Wealth
Supercharging Investment Operations with AI
The capital markets vertical is characterized by customization, with no two companies operating in exactly the same way. Back, middle, and front office workflows all need to be executed daily; and with each firm having its own set of brokers,…
Aug 19 - 5 min read
News
Everysk Shortlisted at HFM US Services Awards 2024 in three categories
We are thrilled to announce that Everysk has been shortlisted for Best Analytics Tool, Best Technology Infrastructure, and Best Risk Management Technology at the 2024 With Intelligence HFM US Services Awards. These prestigious awards highlight companies that have demonstrated exceptional…
Aug 15 - 2 min read
Platform
Ensuring Data Integrity: A Peek into Everysk’s Robust Infrastructure
Reliable and accurate data is paramount for capital markets professionals to make informed decisions and maintain a competitive edge. At Everysk, we understand that data integrity is the foundation for successful strategies. Our commitment to data integrity is upheld through…
Jul 10 - 5 min read
News
Beyond Alpha: Featuring Everysk CEO, Allan Brik
Everysk CEO, Allan Brik, joined Beyond Alpha, the #1 podcast for ops leaders in investment management. Brought to you by Enfusion, Beyond Alpha is hosted by Labib Mahfouz and features the top talent in the industry discussing everything from front…
Jul 10 - 26 min read
Platform
Use Case Bundle: Four Workflows for Capital Markets
At Everysk, we understand the challenges faced by capital markets professionals in managing complex operations, data, and workflows. Everysk provides innovative solutions that streamline processes, enhance decision-making, and improve overall efficiency for investment managers. We are proud to showcase four…
Jun 4 - 3 min read
Platform
Recap: Everysk 2024-Q1 Release Notes
At Everysk, our dedicated development team consistently brings new features to market to satisfy customer needs, ensuring our automation platform remains best-in-class. We are excited to announce our latest enhancements and features designed to empower hedge funds, asset managers, asset…
May 28 - 3 min read
Regulatory
Counteracting the Administrative Burden of SEC Rule Changes Via Automation
In August 2023, the Securities and Exchange Commission (SEC) implemented new rules and rule amendments under the Investment Advisers Act of 1940 (more commonly known as the “Advisers Act” or the “Act”) to enhance the regulation of private fund advisers…
Apr 16 - 6 min read
News
Everysk Technologies Announces New Advisory Board Member
Everysk Technologies, an intelligent automation and analytics platform for capital markets, has appointed Dan Connell to its Advisory Board. Connell brings over twenty years of experience in finance, technology, and business strategy to the Everysk team. As President of The…
Apr 3 - 2 min read
News
New Generative AI Robots Added to Everysk Platform
Everysk is happy to announce the addition of two new large language model (LLM) robots to our ever-increasing library of digital robots. Together, the PDF Summarization Robot and Datastore Natural Language Query Robot further the capabilities of the company’s intelligent…
Mar 21 - 3 min read
Platform
Notifications are Silenced
Mitigating Notification Fatigue in Capital Markets Generating timely and actionable alerts is a vital component of the Everysk Platform, utilized by all clients. The efficacy of these alerts is paramount, not merely for the sake of alerting but for the…
Mar 13 - 10 min read
Platform
Everysk’s New SDK for Customized Automation
We are thrilled to announce a significant leap forward in empowering our users with unparalleled customization and control over their automated workflows. Everysk, your trusted partner in delivering cutting-edge automations and analytics to institutional investors, is proud to unveil our…
Feb 8 - 2 min read
Trading
Automation Technology in Capital Markets
For hedge funds, asset managers, and others in capital markets seeking to maximize capital markets technology, the march towards automation is a fundamental shift reshaping the industry. The day-to-day reality has evolved dramatically for investment professionals, with automated workflows and…
Feb 5 - 11 min read
Trading
Strategic Compliance Solutions for Capital Markets
Navigating compliance in today’s capital markets is a multifaceted challenge, requiring more than just a cursory glance at regulatory checklists. Hedge funds, asset managers, and capital market professionals find themselves at a crossroads where traditional practices meet the pressing need…
Jan 29 - 14 min read
Trading
2024 Trend Watch: AI-enabled Automations
For many technologists, 2023 was the year that AI for capital markets leaped the chasm from theoretical to practical. Between OpenAI, Google and others, hardly a day passed without seemingly another “important development” in the category. For those of us…
Dec 7 - 2 min read
Trading
No-Code API Orchestration for Capital Markets
No-Code API Orchestration: Introduction Traditional APIs are generally built on a multi-call model that necessitates separate API calls for various tasks. One of the design patterns of modern, restful APIs is “staleness”, establishing that a call to an API is…
Oct 24 - 5 min read
Risk
Risk Attribution With Everysk
Introduction One of the key values provided by intelligent automation is the ability for complex calculation at scale. This blog post examines how capital markets professionals use Everysk to swiftly understand attribution risk across a wide variety of positions and…
Sep 19 - 5 min read
Trading
Python Robot Extends Everysk Capabilities
Python’s emergence as a leading programming language is no coincidence. Recognizing its immense potential, we are delighted to announce that Everysk now empowers developers to utilize Python scripts for creating sophisticated automations, enhancing operations across hedge funds, asset management firms,…
Aug 30 - 5 min read
Trading
Everysk Launches on OpenFin
For Immediate Release Everysk Deploys OpenFin Robot for Intelligent Automation NEW YORK / LONDON / HONG KONG — Everysk Technologies, Inc., an intelligent automation platform specializing in no-code, low-code workflows, today announced its launch on OpenFin, the unified workspace for…
Aug 15 - 3 min read
News
July 2023 Platform Release: Python, Slack, AWS, reCaptcha
Everysk’s July Platform Release Items At Everysk, we are dedicated to providing our clients with the best-in-class intelligent automation platform, tailored to meet the unique needs of professional investors in capital markets. We are thrilled to announce our latest enhancements…
Aug 7 - 3 min read
Trading
Enfusion Partners with Everysk to Enhance Automated Client Workflows
NEW YORK / LONDON / HONG KONG — Everysk Technologies, Inc., an intelligent automation platform specializing in no-code, low-code workflows, has announced a new partnership with Enfusion, Inc. (“Enfusion”) (NYSE: ENFN), a leading provider of cloud-native, software-as-a-service (SaaS) solutions for investment…
Jul 18 - 3 min read
Trading
Everysk Chosen to Provide Automations for Dynamic Beta Investments
New York, NY – May, 23 2023 – NEW YORK / LONDON / PARIS — Everysk, a pioneering provider of customizable, no-code, low-code intelligent automation solutions, is honored to be chosen as a strategic partner of Dynamic Beta Investments (“DBi”),…
Jun 1 - 2 min read
News
Everysk Intelligent Automation for Crypto Portfolios
Everysk is a technology company specialized in automations for the financial sector. Our platform allows professionals with no coding experience to orchestrate sophisticated daily workflows. Our digital robots are tailored to risk management, performance allocation, portfolio rebalancing, dashboards, alerts, pre-trade…
Nov 2 - 3 min read
Regulatory
18f-4 Regulatory Reporting Made Easy Through Automation
A Summary of the new SEC regulation, Rule 18f-4, and how funds can fulfill the reporting requirements through automation. 1) What is the 18f-4 Regulation? In a couple months registered funds will be required to comply with Rule 18f-4,…
Aug 17 - 3 min read
Wealth
Automating Portfolio Rebalancing for Wealth Advisors
So Many Portfolios… So Little Time Monitoring multiple clients’ portfolios is one of the laborious chores of wealth management. Advisors must constantly check that their clients have investments that are compatible with their personal risk appetites. In volatile markets, portfolios…
Jul 1 - 3 min read
Trading
Automating Pre-trade Compliance for Complex Portfolios
Background: Pre-trade Compliance Running a public investment fund poses considerable operational challenges. In the US, the new Rule 18f-4 will be enforced next month. In Europe, the Undertakings for Collective Investment in Transferable Securities (UCITS) are some examples. Unregulated funds…
May 1 - 3 min read
News
XP Inc. Taps Everysk for Portfolio Risk & Automation Tech
Asset Management Units Will Leverage Everysk for Market Risk on Hundreds of Institutional Portfolios Daily. Everysk Technologies, Inc. — an investment technology company providing multi-asset portfolio analytics with data-centric, machine learning techniques — announced today that it has been selected…
Jun 7 - 3 min read
News
Industry Leaders Join Everysk Advisory Board
FORMER PARTNER OF GUGGENHEIM GROUP, SERIAL TECH ENTREPRENEUR NAMED TO EVERYSK BOARD PORTFOLIO ANALYTICS EXECUTIVE JOINS AS PARTNER, BUSINESS DEVELOPMENT, AT PORTFOLIO RISK & AUTOMATION TECH COMPANY FOR HEDGE FUNDS, ALLOCATORS NEW YORK, June 2, 2020 – Everysk Technologies, Inc.,…
Jun 15 - 3 min read
News
Everysk Raises $1.3 Million Seed Round
Everysk announced today that it closed a $1.3 million seed financing round and is launching a first-ever automation system that brings real-time portfolio and risk management analytics to fund managers of all sizes. Ex-Arden Asset Management Partner, Chief Risk…
Apr 22 - 3 min read
News
Everysk nominated for the Benzinga awards 2018
We are proud to have been nominated for the 2018 Benzinga Global Fintech Awards in the “Best Proprietary Platform or API” category. The BZ Awards is a competition to showcase the companies with the most impressive technology, who are paving…
Mar 6 - 1 min read
Risk
Rate risk in the utilities sector
Last week the FT published an article titled: Rising interest rates punish US power sector. It is well known that utilities tend to underperform when interest rates are expected to rise. These companies rely on regulated assets to generate their…
Feb 25 - 2 min read
Risk
Transitive risk: Measure the impact of a rate rise in your portfolio
The Fed is starting its massive balance sheet unwind. Given the current economic recovery and inflationary pressures, higher yields need to be paid on those treasuries in order to entice new holders. Last week the bond auction was already met…
Feb 10 - 2 min read
Risk
Corporate Bond and CDS
This blog demonstrates some properties from our fixed income asset classes. Specifically we will show how Everysk can capture intricate correlation effects between a corporate bond and a credit default swap. First, let’s build a portfolio in Dashboards containing $1M…
May 29 - 3 min read
Risk
New Fixed Income Asset Classes
We are happy to announce the release of our fixed income asset class library. It is comprised of 7 new instruments, all sharing common risk elements: The new fixed income asset classes and their respective symbology prefix are: Convertibles (CONV:)…
May 22 - 2 min read
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