YOUR AUTOMATED INVESTMENT WORKFORCE
Automated Workflows
Everysk's workflows drive automations that increase efficiencies and provide actionable insights. Investment professionals choose from hundreds of workflows or customize their own to strengthen their investment process.
REQUEST A LIVE DEMO
Automation workflows that save time and drive efficiencies
Increase firm productivity by automating common tasks like report distribution, importing positions from brokers, mapping and normalizing positions, and more.
With Everysk, it’s easy to modernize portfolio risk management. Workflows are easily customized for your specific use case and have been battle-tested across multiple investment strategies.
Best of all, workflows provide an instant audit trail for your records. Not only do Everysk automations save time; they enhance compliance and minimize risk.
DOZENS OF POWERFUL WORKFLOWS THAT DRIVE EFFICIENCIES & INSIGHTS
No code workflows for capital markets
Portfolio management today requires complex workflows that are hard to cater to with a single system. Everysk provides no code workflows that act as an extension of your current investment process, all without the need for custom software development.
REQUEST A LIVE DEMO
What will you automate on Everysk?
Today’s portfolio managers drive value through unique asset strategies, which means your success with intelligent automation requires a platform that’s as flexible as it is robust.
Everysk’s flexible API and workflows opens up a variety of possibilities, each with the potential to provide distinct value to your firm.
Faster operations through increased efficiencies
Enhanced accuracy with greater precision
Better, data-driven decisions through increased insights
Improved compliance for burdensome regulations
Scalable to enable your growth
Reduced costs that compound over time
KEY FEATURES
More Everysk workflow capabilities
ALERTS
Smart Warnings through increased context and historical data
Risk managers working 24/7
Diversification, liquidity, factors, exposures and currency risks
Point in time (POT) alerts and trends over time with z-score
Integrations with MS Teams, Slack, Symphony and more
API
Workflows for Developers
Control Workflows and call the calculation engine
Create your own robots in Python or Javascript
Inject custom securities and indices
Aggregate and retrieve data automatically
