When the workflow does not exist yet,
we build it on Everysk.

Automate trade operations from RFQ to lifecycle management.

From tokenization and agentic voice automation to full-scale data reconciliation, Everysk is the foundation for bespoke investment operations workflows that go beyond what off-the-shelf platforms can deliver.

From tokenization and agentic voice automation to full-scale data reconciliation, Everysk is the foundation for bespoke investment operations workflows that go beyond what off-the-shelf platforms can deliver.

30%

Custom workflow coverage: if you can describe it, Everysk Workflows can orchestrate it

Custom workflow coverage: if you can describe it, Everysk Workflows can orchestrate it

RWA

RWA

RWA

Everysk as Oracle for real-world asset tokenization and distribution

Everysk as Oracle for real-world asset tokenization and distribution

11/7

Agentic automation running on prompt files, datastores, and workflow triggers

Agentic automation running on prompt files, datastores, and workflow triggers

Custom workflows, built on the Everysk foundation.

Smart Contracts / RWA Oracle / receivables

Agentic smart contracts for real-world assets

Build and orchestrate agentic smart contracts driven by real-world asset events: interest payments, amortizations, covenant triggers, and custom cash flow logic. Every event is controlled from Everysk Workflows and backed by Datastores for full auditability.

Everysk acts as the Oracle for receivables tokenization and distribution, bridging off-chain asset servicing with on-chain settlement in a way that is verifiable, repeatable, and operationally integrated.

Voice Agents / Prompt Files / Confirmations

Voice-automated confirmations and calls

Use Everysk Workflows to automate outbound and inbound voice calls for trade confirmations, wire confirmations, margin calls, and any other standard operational communication. What was once a staffed phone desk becomes a scheduled, auditable workflow.

Control agentic behavior directly from Everysk prompt files: define conversational scripts, escalation conditions, and response handling in a declarative format that operations teams can iterate on without developer involvement.

Data Integration / GL Mapping / Reconciliation

Connect, clean, and map data at enterprise scale

Use Everysk as the intelligent data layer across your operations. Connect disparate sources, clean and normalize records, and map trades into the general ledger with rules that adapt to each source system's quirks.

Run full data reconciliation projects with continuous monitoring and alerts. When break records appear between systems, Everysk detects them, classifies them, and routes them for resolution before they cascade downstream.

Trade Extraction / Regulatory Mapping / custom Reports

Purpose-built agents for the long tail of operations

Deploy custom agents to extract structured trade details from unstructured messages and emails, turning inbound chatter from counterparties, brokers, and PMs into clean, validated workflow inputs. No more manual re-keying, no more lost tickets in a shared inbox.

Use agents to map regulatory rules across jurisdictions, translating a rule written for one regime into the equivalent constraint in another, so your compliance logic stays consistent as you expand into new markets. And spin up agents that generate personalized PDF reports on demand, tailored per client, per mandate, per audience.

"Everysk was the only platform we evaluated that could be the foundation for our bespoke workflows. We did not want to stitch together five tools. We wanted one operational backbone that could flex to whatever we needed to build next."

- COO, Global Alternative Investment Manager

"Everysk was the only platform we evaluated that could be the foundation for our bespoke workflows. We did not want to stitch together five tools. We wanted one operational backbone that could flex to whatever we needed to build next."

- COO, Global Alternative Investment Manager

Related Use Cases

Frequently asked questions

What qualifies as a "custom solution"?

Any operational workflow that goes beyond our standard Trade Operations, Compliance, or Risk solutions. Tokenization of real-world assets, voice-automated confirmations, bespoke data reconciliation, or entirely new capabilities that your firm needs and no off-the-shelf platform provides.

Does Everysk act as an Oracle for on-chain tokenization?

Yes. Everysk serves as the Oracle for real-world asset tokenization and distribution, connecting off-chain asset servicing events (interest, amortizations, covenant triggers) to on-chain smart contracts in an auditable, repeatable way.

How do agentic voice workflows work?

Everysk Workflows trigger voice calls for trade confirmations, wire confirmations, margin calls, or any standardized call. Conversational behavior is controlled via prompt files, allowing operations teams to iterate on scripts without developer involvement. Every call outcome is captured in Datastores.

Can Everysk replace our existing reconciliation tools?

Yes, in most cases. Everysk connects to source systems, cleans and maps data, runs reconciliation rules, and triggers alerts on breaks. It can also operate alongside existing tools, serving as the intelligent layer that orchestrates them.

Who builds the custom solution, Everysk or us?

Both models are supported. Our Solutions Engineering team can build the custom workflow end-to-end, or we can enable your team to build on the platform directly with Workflows, Datastores, and prompt files. Most engagements combine both approaches.

Is Everysk secure for sensitive custom workflows?

Absolutely. Everysk is SOC 2 Type II certified with enterprise-grade encryption, role-based access controls, and comprehensive audit trails. All custom workflows, datastores, and integrations run within your secure environment.

Ready to automate your operations?

Book a demo and discover how Everysk eliminates manual bottlenecks
across every stage of the trade lifecycle.

Ready to automate your operations?

Book a demo and discover how Everysk eliminates manual bottlenecks across every stage of the trade lifecycle.