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Use cases for compliance, analytics and more.

Scroll through our library of use cases, tailored to capital markets.

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USE CASES

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Investment Operations

Everysk AI Python Code Generation

Everysk’s AI Python Code Generation enables financial professionals to automate custom workflows with ease. Integrated LLMs generate Python code based on plain-language prompts, test and debug it within the platform, and seamlessly deploy it into production workflows. Empower analysts to customize and scale processes in hours, not weeks, using AI-powered tools designed to simplify development.

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All

Multi-Broker Order Splitting

Everysk’s automations significantly reduce back-office complexities, enabling hedge funds to efficiently manage multiple prime brokers, with allocation logic, configurations, and preferences centralized all in one streamlined interface.

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Risk/Compliance/Regulatory

18f-4 Regulatory Reporting Workflow

Everysk’s modular no-code platform automates 18f-4 regulatory risk reporting by enabling users to run multiple portfolios through the same scalable workflow. Control risk settings through editable metadata tables, store reports daily, and configure alerts for risk breaches.

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Investment Operations

AI Code Writing for Reconciliation

Create a workflow to map and reconcile data faster with Everysk. Using a simple mapping table and prompt, LLMs write custom code to perform a reconciliation. Next, the code is then pasted into a workflow for scalable, repeatable processes connected with the rest of your investment workflows.

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Trading

Internal Trade Crossing Workflow

This automated internal trade crossing solution enables asset managers to achieve greater cost efficiency, operational effectiveness, and flexibility in their trading processes.

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Business Intelligence

Powering Everysk Analytics With Generative AI

Everysk combines the infrastructure to store data, engines to process analytics, and reporting to visualize results. Within the platform, AI -specific robots are integrated to write necessary code, enabling users to get answers to their data questions through text prompts.

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Investment Operations

Portfolio Rebalancing at Scale

Automate and optimize portfolio rebalancing by leveraging an automation platform specifically designed for capital markets. Utilizes: Eight digital robots

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Trading

Equity Financing Optimization Workflow

Unlock cost savings with Everysk’s Equity Financing Workflow. Optimize equity swap positions efficiently by identifying and leveraging opportunities for better rates across brokers. This workflow streamlines the process of comparing different axes throughout the day and applying custom logic for funds with requirements for allocating across brokers and regions. Utilizes: Eight digital robots.

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Business Intelligence

Task Scheduling and Execution Monitoring

Everysk automates task scheduling and monitors trade execution failures, providing essential tools for efficient investment management operations. With Everysk, you’ll have the dev ops tools needed to run and monitor a successful investment management operation. Utlizes: Seven digital robots.

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, Use Cases
Investment Operations

Automated Reconciliation Workflow

Everysk can automate reconciliations of day-over-day changes in datasets and produce smart reports that alert users of any differences that require attention. Save hours of manual checks and instantly surface potential issues with Everysk’s automated reconciliation workflow. Utilizes: Seven digital robots.

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