YOUR AUTOMATED INVESTMENT WORKFORCE
Workflows
Everysk's workflows drive automations that increase efficiencies and provide powerful insights. Portfolio managers choose from hundreds of workflows or customize their own for market differentiation.
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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, generating graphs, 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 for use in all investment categories, from hedge funds to crypto and beyond.
Best of all, workflows provide an instant audit trail for your records. Not only do Everysk automations save time; they also enhance compliance and help to 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.
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What will you automate on Everysk?
Whatever you can imagine.
Today’s portfolio managers drive value through unique asset strategies, which means your success with hyperautomation requires a platform that’s as flexible as it is powerful.
Everysk’s powerful API opens up a world of possibilities, each with benefits that provide distinct value to your firm.
Faster operations through increased efficiencies
Enhanced accuracy with greater precision
Better, data-driven decisions through insights
Improved compliance for relevant regulations
Scalable as your fund grows
Reduced costs that multiply over time
KEY FEATURES
More Everysk workflow capabilities
ALERTS
More Context and Smart Warnings for Your Interactive Dashboards
Risk managers working 24/7
Diversification, liquidity, factors, exposures and currency risks
Point in time (POT) alerts and trends over time with z-score
API
Workflows for Developers
Control Workflows and call the calculation engine
Create your own robots in Python or Javascript
Inject your custom indices and securities
Aggregate and retrieve data
