About Everysk
What does Everysk do?
Everysk provides intelligent automation for capital markets operations. The platform connects front, middle, and back-office systems through no-code workflows, enabling asset managers, hedge funds, banks, family offices, and allocators to automate the firm-specific processes that legacy systems can’t handle.
Most investment technology platforms cover 80-90% of standardized workflows. The remaining 10-20% (custom allocation logic, bespoke compliance rules, cross-system data orchestration, unstructured document processing) still depends on spreadsheets, manual workarounds, and key-person knowledge. Everysk closes that gap without replacing existing infrastructure. It sits around your current systems as an orchestration and automation layer.
Learn more about the Everysk platform →
How is Everysk different from generic automation tools like UiPath or N8N?
Generic automation platforms require extensive customization to work with financial data. They don’t natively understand portfolios, trades, positions, instruments, risk limits, or compliance rules.
Everysk was purpose-built for capital markets. The platform includes a library of over 100 pre-built robots that natively handle financial objects and calculations: VaR, stress testing, exposure analysis, trade allocation, NAV reconciliation, and compliance monitoring. Workflows built in Everysk are auditable, data-aware, and designed for the precision and governance requirements of institutional finance. No brittle workarounds or custom scripting required.
See the full Everysk platform → | Browse the robot guide →
How is Everysk different from PMS and OMS platforms?
Everysk is not a competing OMS, PMS, or portfolio accounting system. It complements those platforms by automating the custom logic they can’t deliver: complex allocation rules, bespoke compliance workflows, cross-system data orchestration, and firm-specific operational processes.
Many Everysk clients run Enfusion, Addepar, or similar platforms and use Everysk as the automation layer that connects and extends them. Everysk handles the last-mile workflows that fall between the cracks.
See Everysk integrations and partners → | Enfusion workflows →
What is “last mile automation” in investment operations?
Most investment technology platforms handle 80-90% of standardized workflows. The remaining 10-20%, the “last mile,” is the firm-specific logic that legacy systems can’t deliver: custom allocation rules, bespoke compliance checks, cross-system data orchestration, and unstructured document processing. This last mile typically lives in spreadsheets, manual workarounds, and key-person knowledge. Everysk was built specifically to close this gap. It sits around existing systems as an orchestration layer, automating the complex logic without replacing core infrastructure.
Learn more about the Everysk platform →
Who are Everysk’s clients and users?
Everysk serves institutional financial firms where manual operations are a measurable cost. Clients include hedge funds, asset managers, ETF issuers, RIAs, wealth managers, family offices, fund administrators, custodians, and banks. Client AUM typically ranges from $500M to $50B+, though firms of all sizes use the platform.
The primary users within these organizations are COOs, CTOs, CIOs, portfolio managers, risk officers, compliance teams, and operations staff. Everysk is designed so that both technical and non-technical users can build, modify, and run production workflows.
Explore solutions for your firm type → See also: Hedge Funds | Wealth Management | Crypto Funds
How many portfolios does Everysk process daily?
Everysk processes over $150 billion in assets daily and monitors 15,000+ portfolios across its client base. The platform is built for institutional-scale throughput, handling complex workflows across hundreds of accounts simultaneously.
Has Everysk won any industry awards?
Everysk was shortlisted at the Hedge Fund Services Awards Europe 2026 in four categories: Best Innovation in AI (Small Scale Firm), Most Innovative Technology Firm (Boutique), Best Risk Management Technology, and Best Hedge Fund Platform.
Technology & Platform
What is Everysk’s no-code workflow builder?
Everysk’s workflow builder is a visual, drag-and-drop automation engine. Users compose workflows by connecting pre-built robots on a canvas, where each robot performs a specific function (data ingestion, transformation, calculation, compliance check, distribution) and passes data downstream. Think of it as financial Lego: each piece does one job well, and you snap them together to build complex operational processes.
Non-technical users (compliance analysts, operations managers, portfolio administrators) can build, modify, and run production workflows without writing code or depending on IT. Every workflow produces a full audit trail.
Explore automated workflows → | See task scheduling and monitoring →
Can I build workflows without code?
Yes. Everysk’s workflow builder is a visual, drag-and-drop engine where non-technical users compose workflows by connecting pre-built robots on a canvas. Compliance analysts, operations managers, and portfolio administrators build, modify, and run production workflows without writing code or depending on IT. The platform also supports custom Python and JavaScript execution for teams that want to extend workflows with code.
Explore the no-code workflow builder →
Does Everysk have an Excel add-in?
Yes. Everysk offers an Excel Add-in that connects Excel directly to Everysk workflows and data. Operations teams can pull live portfolio data, trigger workflows, and push data back to the platform without leaving their spreadsheet environment.
Everysk for Excel | Microsoft Store →
Does Everysk offer custom front-end apps?
Yes. Everysk Apps are custom front-end dashboards built on the platform for non-technical users: portfolio teams, compliance officers, and operations staff. These provide tailored views into workflows, data, and reports without requiring access to the full workflow builder.
What types of robots does Everysk offer?
Everysk’s robot library includes over 100 specialized robots across eight categories:
Workflow Management: triggers, conditional logic, execution logging, synchronization barriers, and workflow chaining.
Portfolio & Data Management: portfolio retrieval, generation, merging, datastore queries, CSV conversion, file handling, and security remapping.
Integration & Connectivity: native parsers for Bloomberg, Goldman Sachs, and prime broker data; direct Enfusion integration; HTTP/SFTP connectors; and Slack/Teams notifications.
Market & Fund Information: security prices, benchmark compositions, fund characteristics, and AI-powered PDF summarization.
Data Manipulation: expression solving, list operations, format conversion, date calculations, and OCR extraction.
Advanced Calculations: parametric and Monte Carlo VaR, stress testing, exposure analysis, sensitivity and Greeks, P&L attribution, and liquidity analysis.
Reporting & Compliance: report generation, PDF export, email distribution, compliance rule setup, and multi-metric compliance solving.
AI & Customization: LLM processing, custom Python/JavaScript execution, generative AI analysis, deep research, RAG (retrieval-augmented generation), and human-in-the-loop input.
Browse the comprehensive robot guide →
How does Everysk handle data integrations?
Everysk connects to external systems through APIs, SFTP, direct database connections, and file-based ingestion. The platform includes native integrations with major OMS/PMS platforms (Enfusion, Addepar), prime brokers, custodians, and market data providers.
For unstructured data, Everysk uses AI-powered OCR and document extraction to parse PDFs, scanned documents, loan indentures, and other complex files into structured, workflow-ready data.
Every integration follows a five-stage pipeline: trigger, ingestion, transformation, logic, and distribution. Data is validated, normalized, and logged at each stage for full auditability.
See all integrations and partners →
Does Everysk support Enfusion integration?
Yes, deeply. Everysk has a direct Enfusion integration that retrieves reports, stages orders, and listens to blotters in real time. Many Everysk clients are Enfusion shops that use Everysk as a sidecar: handling the custom allocation logic, bespoke compliance rules, and cross-system orchestration that Enfusion configurations alone can’t cover. Everysk doesn’t replace Enfusion; it extends it into the last-mile workflows that fall between the cracks.
See Enfusion workflows → | Explore integrations →
Security & Compliance
How secure is the Everysk platform?
Everysk is built entirely on Google Cloud Platform with enterprise-grade security:
Encryption: AES-256 encryption at rest (Google KMS), TLS 1.2+ encryption in transit. No client data is exposed to public networks.
Access Controls: SSO/SAML 2.0 authentication, multi-factor authentication (U2F hardware keys supported), IP whitelisting, and role-based access control.
Infrastructure: Zero-trust architecture, multi-region redundancy, CIS GCP Benchmark with 100% pass rate (77/77 controls), and containerized deployment on Google Cloud Run.
Auditing & Testing: Full audit trail on all sign-ins, data uploads, and API activity. Quarterly third-party penetration testing against OWASP Top 10. No persistent token storage; API keys are never stored in plain form.
Everysk has passed institutional IT due diligence at major banks and custodians. Read the full Everysk security overview →
Agentic AI & Generative AI
What is Agentic AI and how does Everysk use it?
Agentic AI refers to autonomous software agents that interpret goals, select the appropriate workflows, and execute multi-step tasks across systems without human intervention at each step. Traditional workflow automation follows fixed, pre-defined rules and handles routine, repeatable tasks. Agentic AI adds a layer on top: it interprets context, sequences the right tools, handles exceptions, and adapts when conditions change.
In Everysk, the two work together. Deterministic workflows handle the structured, repeatable steps (compliance checks, data ingestion, report generation). Agents handle the variable logic: interpreting goals, selecting which workflows to run, managing exceptions, and coordinating across systems. For example, an agentic workflow might detect a portfolio breach, identify the cause, run a scenario analysis, generate a recommended hedge trade, and alert the portfolio manager, all autonomously, with every step logged and auditable.
See AI-powered use cases → | Explore the platform →
How does Everysk’s MCP server work with AI tools like Claude?
Everysk’s MCP (Model Context Protocol) server exposes every no-code workflow as a callable API and agent-usable tool. AI agents like Claude can interpret a natural language goal, select the right Everysk workflows and external tools, execute across connected systems, and return the result. For example, a CIO could type “What’s our current exposure to tech sector across all funds?” and get a live answer pulled from actual portfolio data, not a generic AI response. The MCP server also wraps non-MCP systems via Everysk workflows, so agents can operate across your full technology stack. Every action is logged with a full audit trail.
Explore the platform → | Browse the robot guide →
How does Everysk use Generative AI?
Everysk integrates generative AI within its workflow engine for tasks like portfolio insight generation, investment research summarization, compliance narrative writing, and natural language data querying. CIOs can query datastores conversationally without writing SQL.
Critically, Everysk’s AI architecture pre-processes and structures data before it reaches any language model. This ensures auditability, accuracy, and governance: the AI operates within defined guardrails, not as a black box. Every AI-generated output is traceable to its source data and processing steps.
Browse the robot guide for AI robots → | See AI reconciliation workflows →
What is the difference between Everysk’s AI approach and generic AI tools?
Generic AI tools (ChatGPT, Claude, etc.) are general-purpose. They don’t have the context around your specific financial instruments, portfolio structures, risk models, or compliance rules. They also lack the auditability and governance controls that regulated financial institutions require.
Everysk’s AI is embedded directly within capital markets workflows. Data is pre-processed, validated, and structured before AI models interact with it. Every output has a clear data lineage, audit trail, and governance wrapper. The result is AI that produces institutional-grade analysis, not hallucinated summaries.
Use Cases & Workflows
What types of workflows can Everysk automate?
Everysk automates complex operational workflows across the full investment lifecycle:
Trade Operations & Allocation: custom allocation logic, trade progression from order generation through booking, OMS integration extensions, order marking (Reg SHO), and structured notes workflows across hundreds of accounts.
Pre-Trade & Post-Trade Compliance: investment guideline monitoring, eligibility rules, intraday and end-of-day compliance checks, automated breach detection and alerts, and regulatory reporting (SEC 18f-4, UCITS).
Risk Monitoring & Analytics: parametric and Monte Carlo VaR, stress testing, exposure analysis, factor attribution, sensitivity and Greeks, and real-time risk alerts via Slack, email, or Teams.
Data Integration & Reconciliation: cross-system data normalization, position and cash reconciliation, PDF and unstructured document extraction, general ledger ingestion, and exception management.
Reporting & Distribution: automated client reports, investor communications, internal dashboards, and regulatory filings generated from live portfolio data.
Browse all use cases → See also: Trade approval automation | Pre-trade compliance | Portfolio rebalancing | Equity financing optimization | Multi-broker order splitting | AI reconciliation
Can Everysk automate trade allocation?
Yes. Everysk’s trade allocation engine handles complex, rules-based allocation logic across accounts and asset classes, including multi-sleeve allocations, custom pro-rata rules, prime broker splits, and account-level constraints. The platform supports the full trade progression from order generation through execution and booking. For firms managing SMAs or running hundreds of accounts, Everysk automates the allocation calculations, RFQ generation, quote tracking, and trade ticket production that would otherwise live in spreadsheets.
See trade allocation automation →
How does Everysk automate compliance monitoring?
Everysk automates both pre-trade and post-trade compliance with a no-code rule builder for compliance teams. The platform monitors investment guidelines and eligibility rules, runs intraday and end-of-day compliance checks, detects breaches automatically, and sends alerts via Slack, email, or Teams. Compliance workflows produce a full audit trail at every step, and the system supports regulatory frameworks including SEC Rule 18f-4, UCITS, and Reg SHO order marking. Compliance teams can define and adjust rules without engineering support.
See pre-trade compliance automation → | Browse all use cases →
What is pre-trade compliance and how does Everysk automate it?
Pre-trade compliance checks proposed trades against investment guidelines, eligibility rules, and regulatory limits before execution. Everysk automates this by pulling positions from custodians and prime brokers, enriching with live market data, running compliance checks against your full rule set, and flagging or blocking trades that would breach limits. Alerts go directly to PMs via Slack, with breach reports routed to the CCO. The entire process runs on schedule or in real time, with every evaluation logged for audit.
See pre-trade compliance automation →
Does Everysk support multi-asset class portfolios?
Yes. Everysk processes equities, fixed income, derivatives, structured products, alternatives, and custom instruments. The risk analytics suite (VaR, stress testing, exposure, Greeks) works across all asset classes. Portfolio aggregation workflows consolidate holdings across multiple custodians, prime brokers, and account structures into unified views.
Everysk Methodology
Can Everysk run portfolio stress testing?
Yes. Everysk’s risk analytics suite includes both parametric and Monte Carlo stress testing across multi-asset class portfolios. The platform calculates VaR, runs scenario analysis, performs exposure aggregation, and computes sensitivity measures (delta, gamma, vega, theta). Results can trigger automated alerts via Slack, email, or Teams when thresholds are breached. All risk calculations are natively embedded in workflows, so stress testing runs automatically on schedule or in response to market events, not as a manual, one-off exercise.
Explore risk monitoring use cases →
Does Everysk handle SEC Rule 18f-4 reporting?
Yes. Everysk automates SEC Rule 18f-4 compliance monitoring and reporting for asset managers using derivatives. The platform tracks derivatives exposure limits, runs daily compliance checks, and generates the required documentation with a full audit trail. This replaces the manual spreadsheet tracking that most firms still rely on for 18f-4.
Can Everysk automate portfolio rebalancing?
Yes. Everysk automates rebalancing workflows across accounts and strategies, including model drift detection, rebalancing calculations, constraint checking, and order generation. The platform handles the complexity that standard tools miss: multi-sleeve allocations, account-level restrictions, tax lot considerations, and cross-custodian coordination. Rebalancing workflows can run on schedule or trigger when drift thresholds are exceeded.
See portfolio rebalancing at scale →
Can Everysk handle structured notes?
Yes. Everysk automates structured notes and SMA trade workflows across hundreds of accounts. One client uses the platform to manage 750+ accounts with automated allocation calculations, RFQ generation, quote tracking, trade ticket production, and a full audit trail at every step. The platform handles the multi-stage complexity that OMS platforms typically can’t support for structured products.
Browse all use cases →
Can Everysk handle unstructured documents such as PDFs for Prospectuses, Loan Indentures, and Fund Reports?
Yes. Everysk’s AI-powered document processing extracts structured data from complex unstructured sources: loan indentures, CLO eligibility rules, borrower reports, fee schedules, trade confirmations, and scanned documents. The platform uses OCR, AI extraction, and validation workflows to turn documents into executable, compliance-ready data.
This eliminates hours of manual data entry and reduces the error risk inherent in spreadsheet-based document processing.
See AI-powered reconciliation workflows → | Browse all use cases →
Build vs. Buy
Should we build custom automation internally or use Everysk?
Internal builds are slow (months to years), create key-person dependency, and produce fragile integrations that break when staff turns over. They also require ongoing engineering maintenance. Everysk delivers institutional-grade automation in weeks, with a no-code interface that operations teams can modify without depending on developers. The platform is continuously updated with new robots, integrations, and capabilities, so you’re not maintaining a custom codebase.
How does Everysk compare to hiring consultants?
Consultants design and deploy but don’t work as an extension of your team to support you in production. Everysk designs, builds, and operates production workflows. Clients get running infrastructure, not just a deliverable. When a consultant engagement ends, you’re left maintaining what they built. With Everysk, workflows run on managed infrastructure with a dedicated account engineer and continuous platform development.
Implementation & Support
How does onboarding work?
Everysk provides hands-on onboarding with dedicated engineers who work directly with your team. The process includes workflow design sessions, integration setup (connecting to your OMS, custodians, prime brokers, and internal systems via APIs and SFTPs), and live training.
Most clients have platform access within 1-2 days and are running production workflows within 1-2 months. This is significantly faster than typical enterprise software deployments because of the no-code workflow builder and pre-built robot library: teams aren’t starting from scratch.
Request a live demo →
How quickly can workflows go live?
Most workflows go live within weeks. The combination of the no-code builder, 100+ pre-built robots, and Everysk’s direct partnership model means teams can deploy production automation rapidly. Complex, multi-system workflows (e.g., full trade allocation pipelines across hundreds of accounts) typically take 4-8 weeks from kickoff to production.
What kind of ongoing support does Everysk provide?
Everysk operates as a direct partnership, not a ticket-based support model. Every client receives a dedicated account engineer, 24/5 help desk access, and continuous platform development driven by client needs. Everysk designs, builds, and supports production workflows; the team doesn’t hand off a product and walk away.
The platform itself is continuously updated with new robots, integrations, and capabilities based on client-driven development.
Pricing & Contracts
How is Everysk priced?
Everysk offers annual SaaS contracts priced based on workflow volume and integration scope. Pricing scales with client growth, aligning cost with the operational leverage and automation ROI the platform delivers. Contact Everysk for a custom quote based on your firm’s workflow requirements.
Request a live demo →
Is there a free trial or proof of concept?
Everysk typically starts new engagements with a proof of concept (POC) on your actual workflows and data. This lets both sides validate fit before a full commitment. If it doesn’t work for your specific use case, you find out fast, before you’re locked in.
Request a live demo →
Data & Privacy
Where is my data stored?
All data is stored on Google Cloud Platform infrastructure with AES-256 encryption at rest and TLS 1.2+ encryption in transit. Everysk supports multi-region deployment for data residency requirements. No client data is exposed to public networks, and the platform uses a zero-trust security architecture.
Does Everysk access or store my portfolio data?
Everysk processes portfolio data within your workflows as needed for calculations, compliance checks, and reporting. All data handling follows strict access controls, encryption standards, and audit logging. Everysk does not share, sell, or expose client data to third parties. Full data handling details are available in Everysk’s security documentation and DPA (Data Processing Agreement).
Getting Started
How do I request a demo?
Contact Everysk through the website at everysk.com/request-a-live-demo or reach out directly to discuss your firm’s operational challenges. Everysk’s team will walk through relevant use cases for your specific workflows and demonstrate the platform using scenarios relevant to your operations.
Request a live demo →
What information should I prepare before a demo?
It helps to have a general sense of your current pain points: which workflows are manual, where data moves between systems, and what processes depend on key individuals or spreadsheets. You don’t need detailed technical documentation; Everysk’s team is experienced at identifying automation opportunities through initial conversations.
