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 servicers, and other financial professionals to make more informed decisions and maximize investment opportunities. Let’s dive into what we’ve been working on in Q1 2024:
More Generative AI Robots:
Everysk has introduced advanced AI robots that enhance user interaction with data through natural language processing and provide visualizations of the requested tasks. Users can now query data intuitively and receive visual representations and the underlying professional-grade code used to generate these visualizations. This feature streamlines data analysis and presentation, making it more accessible and actionable for users. For an in-depth overview of these capabilities, please visit our detailed coverage here.
User-Defined Robot Library:
The User-Defined Robot Library feature allows clients to deploy their own code into custom robots, making them available organization-wide. This capability enables users to tailor automation processes to their needs, enhancing flexibility and innovation. The code remains private on clients’ personal GitHub repositories, ensuring security and control while also benefiting from version control and local testing. This integration facilitates seamless collaboration and sharing of custom automation solutions and empowers clients to continuously improve and adapt their processes, driving greater efficiency and effectiveness across their operations.
Seamlessly Connect with Zoom Chat:
Our automation software now seamlessly connects to Zoom Chat, allowing capital markets professionals to configure personalized real-time alerts for market movements, trade executions, and risk thresholds. Custom reports and critical notifications can be delivered directly to private Zoom Chat channels, ensuring timely action. Users can utilize interactive buttons for immediate workflow approvals, share documents and data snapshots, and receive instant feedback on trade executions, all within the secure Zoom Chat environment. Additionally, comprehensive logs of communications and actions aid in compliance and audit trails, making it an indispensable tool for efficient and secure financial operations.
Oracle ERP Integration:
Oracle’s ERP is widely used across capital markets for record keeping, fund accounting, and tax reporting. With Everysk’s new Oracle ERP integration via API, clients can now automate the transfer of balance sheet data from their chosen Order Management System (OMS) to Oracle ERP. This integration ensures that data is accurately formatted and loaded into Oracle, streamlining financial reporting and enhancing operational efficiency. The automated process saves time and reduces the risk of errors, providing capital markets professionals with a reliable and efficient solution for managing their financial data.
Pershing Integration:
Pershing, a BNY Mellon company, is highly regarded in the capital markets for its comprehensive clearing and custody solutions, offering robust support for portfolio management and investment operations. Everysk has now integrated with Pershing by developing a custom parser to ingest portfolio data from the Pershing SFTP feed, effectively handling their specific text file layout. This integration ensures seamless data transfer and processing, enabling clients to manage their portfolio data within Everysk’s platform efficiently. By automating this data ingestion process, clients benefit from increased accuracy, reduced manual effort, and timely updates to their portfolio information, enhancing their overall operational efficiency.
Ready to Elevate Your Investment Experience with Everysk?
These are just a few highlights of what we’ve accomplished in our latest release. As your trusted partner in the capital markets, Everysk is continually evolving to empower you with the best tools and features. We invite you to explore these enhancements and see how they can enhance your investment strategies.
If you have any questions or want to learn more about how Everysk can revolutionize your investment approach, please schedule a platform demo today.
