The AI platform for
investment operations
The AI platform for investment operations
The AI platform for investment operations
Replace middle & back office manual work with
auditable workflows that run on top of your existing stack.
The AI-native code editor that gets it exactly right. No approximation. No bloat. Just perfect code, every time.
Replace middle & back office manual work with auditable workflows that run on top of your existing stack.
Trusted by leading asset managers
How it works
How it works
How it works
The connective tissue
for your investment ops
Unify data, without spreadsheets
Work across systems and teams without compatibility and formatting issues thanks to purpose-built financial ontology.
Unify data, without spreadsheets
Work across systems and teams without compatibility and formatting issues thanks to purpose-built financial ontology.
Define workflows running 24/7
Build auditable flows with ease and control, no-code. Let the agents work nonstop in the background.
Define workflows running 24/7
Build auditable flows with ease and control, no-code. Let the agents work nonstop in the background.
Work with your existing data and stack
Agents connect seamlessly to your existing data sources and IT stack. No rip-and-replace of your existing systems
Let the agents work 24/7
Your tireless team of specialized analysts.
Benefits
Benefits
Benefits
From manual admin
to reliable agents
Before
After
Multiple Versions of the Numbers
Different teams rely on different figures due to timing and adjustments
One Source of Truth
A continuously reconciled, firm-wide view of positions, cash, etc.
Investigating Data Breaks
Manual analysis to determine why positions, cash, or P&L differ across systems
Explaining Data Breaks
Agents infer break drivers by reasoning across systems and admins, relying on historical ops context
Ops Knowledge Lives in People
Resolution logic exists in emails, spreadsheets, and individual memory
Knowledge compounds inside the platform
Resolution patterns and edge cases become reusable agent knowledge
Manual Task Hand-Offs
Tasks coordinated via email, spreadsheets, and meetings
End-to-End Automated Workflows
Agents execute, verify outcomes, and escalate when required
Ops Breaks as Complexity Grows
New strategies or allocations increase workload non-linearly, requiring more labor and headcount
Ops Scales With the Business
Operational capacity scales with AUM and allocations,
not headcount
Product suite
Product suite
Product suite
A battle-tested product suite for mission-critical use cases
Ops Workspace
Create and manage workflows across systems and vendors for real-time multi-source reporting, analytics, and reconciliation on autopilot.
Portfolio and Risk Management System
Maintain consistent, up-to-date views of portfolio performance, exposures, and risk across allocation buckets, strategies, and positions.
Workflows
Create autonomous workflows for custom reporting, reconciliation, analytics, and alerting. No code.
Ops Workspace
Create and manage workflows across systems and vendors for real-time multi-source reporting, analytics, and reconciliation on autopilot.
Portfolio and Risk Management System
Maintain consistent, up-to-date views of portfolio performance, exposures, and risk across allocation buckets, strategies, and positions.
Workflows
Create autonomous workflows for custom reporting, reconciliation, analytics, and alerting. No code.
Ops Workspace
Create and manage workflows across systems and vendors for real-time multi-source reporting, analytics, and reconciliation on autopilot.
Portfolio and Risk Management System
Maintain consistent, up-to-date views of portfolio performance, exposures, and risk across allocation buckets, strategies, and positions.
Workflows
Create autonomous workflows for custom reporting, reconciliation, analytics, and alerting. No code.
Ops Workspace
Create and manage workflows across systems and vendors for real-time multi-source reporting, analytics, and reconciliation on autopilot.
Portfolio and Risk Management System
Maintain consistent, up-to-date views of portfolio performance, exposures, and risk across allocation buckets, strategies, and positions.
Workflows
Create autonomous workflows for custom reporting, reconciliation, analytics, and alerting. No code.
Ops workspace
PMS
Workflows
Ops Workspace
Unify data from all vendors and systems, run custom workflows in real time, and gain complete operational visibility and control across teams.
Ops workspace
PMS
Workflows
Ops Workspace
Unify data from all vendors and systems, run custom workflows in real time, and gain complete operational visibility and control across teams.
Why GenieAI
Why GenieAI
Why GenieAI
ROI that compounds
Always-on operational coverage
Key operational workflows run continuously — not just at month-end or reporting deadlines.
Always-on operational coverage
Key operational workflows run continuously — not just at month-end or reporting deadlines.
Always-on operational coverage
Key operational workflows run continuously — not just at month-end or reporting deadlines.
Faster exception resolution
Exceptions are auto-detected so teams spend time resolving issues, not finding them.
Faster exception resolution
Exceptions are auto-detected so teams spend time resolving issues, not finding them.
Faster exception resolution
Exceptions are auto-detected so teams spend time resolving issues, not finding them.
Consistent numbers across teams
Portfolio, risk, and ops teams work from the same underlying data and assumptions.
Consistent numbers across teams
Portfolio, risk, and ops teams work from the same underlying data and assumptions.
Consistent numbers across teams
Portfolio, risk, and ops teams work from the same underlying data and assumptions.
Less manual coordination
Workflows run across systems without manual handoffs between teams or tools.
Less manual coordination
Workflows run across systems without manual handoffs between teams or tools.
Less manual coordination
Workflows run across systems without manual handoffs between teams or tools.
Audit-ready by default
All data and workflows are consistent and clearly traceable by auditors and controllers.
Audit-ready by default
All data and workflows are consistent and clearly traceable by auditors and controllers.
Audit-ready by default
All data and workflows are consistent and clearly traceable by auditors and controllers.
Persistent knowledge and context
Ops context stays within the system, reducing the risk of employee handoffs and turnover.
Persistent knowledge and context
Ops context stays within the system, reducing the risk of employee handoffs and turnover.
Persistent knowledge and context
Ops context stays within the system, reducing the risk of employee handoffs and turnover.
Trust & Safety
Trust & Safety
Trust & Safety
Enterprise-grade privacy and security
SOC 2 Compliance
Built to align with SOC 2 principles for reliable privacy and security.
SOC 2 Compliance
Built to align with SOC 2 principles for reliable privacy and security.
SOC 2 Compliance
Built to align with SOC 2 principles for reliable privacy and security.
End-to-end encryption
All data is encrypted in transit and at rest to prevent unauthorized access.
End-to-end encryption
All data is encrypted in transit and at rest to prevent unauthorized access.
End-to-end encryption
All data is encrypted in transit and at rest to prevent unauthorized access.
Access control & audit logs
To align with internal access permissioning and policies.
Access control & audit logs
To align with internal access permissioning and policies.
Access control & audit logs
To align with internal access permissioning and policies.
Regional data hosting
Flexible hosting to match compliance and client needs.
Regional data hosting
Flexible hosting to match compliance and client needs.
Regional data hosting
Flexible hosting to match compliance and client needs.
Testimonials
Testimonials
Testimonials
Used daily by demanding operators
"I'm extremely bullish about what GenieAI's team is building. As a user of their platform, I've been consistently impressed by their ability to bring a bold vision for mission-critical capital markets technology to life, empowering forward-thinking financial institutions to move faster in a highly competitive environment."
Alessandro Balata
Portfolio Manager & Co-Founder, Fasanara Digital
"The GenieAI team built the best solution in their highly competitive space and I'm excited by the many powerful applications of their AI technology. As a traditional finance veteran, I'm very impressed by the amazing work they are doing in modernizing technology solutions for asset managers in tokenized markets."
Kelly Ye
Portfolio Manager, Decentral Park Capital & ex-Head of Product, Fidelity Digital Assets
"GenieAI's exceptional team recognized a clear gap in the market and built a must-have platform for modern asset managers that is now core to my fund's investment analysis and operations. We leverage it daily for complex quantitative and back-office workflows, achieving extraordinary speed and efficiency."
Max Williams
COO, Runa Digital Assets & ex-Managing Director, NASDAQ
"Working with GenieAI has been a great experience. Their team's responsiveness, combined with a tailored platform seamlessly consolidating multi-chain portfolios, has drastically simplified our monitoring, analysis, and reporting processes. By enabling timely, data-driven decisions, GenieAI has saved us significant time across our fund operations."
Andres Garcia
Managing Partner, Plaintext Capital
"I'm extremely bullish about what GenieAI's team is building. As a user of their platform, I've been consistently impressed by their ability to bring a bold vision for mission-critical capital markets technology to life, empowering forward-thinking financial institutions to move faster in a highly competitive environment."
Alessandro Balata
Portfolio Manager & Co-Founder, Fasanara Digital
"GenieAI's exceptional team recognized a clear gap in the market and built a must-have platform for modern asset managers that is now core to my fund's investment analysis and operations. We leverage it daily for complex quantitative and back-office workflows, achieving extraordinary speed and efficiency."
Max Williams
COO, Runa Digital Assets & ex-Managing Director, NASDAQ
"Working with GenieAI has been a great experience. Their team's responsiveness, combined with a tailored platform seamlessly consolidating multi-chain portfolios, has drastically simplified our monitoring, analysis, and reporting processes. By enabling timely, data-driven decisions, GenieAI has saved us significant time across our fund operations."
Andres Garcia
Managing Partner, Plaintext Capital
"The GenieAI team built the best solution in their highly competitive space and I'm excited by the many powerful applications of their AI technology. As a traditional finance veteran, I'm very impressed by the amazing work they are doing in modernizing technology solutions for asset managers in tokenized markets."
Kelly Ye
Portfolio Manager, Decentral Park Capital & ex-Head of Product, Fidelity Digital Assets
"I'm extremely bullish about what GenieAI's team is building. As a user of their platform, I've been consistently impressed by their ability to bring a bold vision for mission-critical capital markets technology to life, empowering forward-thinking financial institutions to move faster in a highly competitive environment."
Alessandro Balata
Portfolio Manager & Co-Founder, Fasanara Digital
"Working with GenieAI has been a great experience. Their team's responsiveness, combined with a tailored platform seamlessly consolidating multi-chain portfolios, has drastically simplified our monitoring, analysis, and reporting processes. By enabling timely, data-driven decisions, GenieAI has saved us significant time across our fund operations."
Andres Garcia
Managing Partner, Plaintext Capital
"GenieAI's exceptional team recognized a clear gap in the market and built a must-have platform for modern asset managers that is now core to my fund's investment analysis and operations. We leverage it daily for complex quantitative and back-office workflows, achieving extraordinary speed and efficiency."
Max Williams
COO, Runa Digital Assets & ex-Managing Director, NASDAQ
"The GenieAI team built the best solution in their highly competitive space and I'm excited by the many powerful applications of their AI technology. As a traditional finance veteran, I'm very impressed by the amazing work they are doing in modernizing technology solutions for asset managers in tokenized markets."
Kelly Ye
Portfolio Manager, Decentral Park Capital & ex-Head of Product, Fidelity Digital Assets
FAQ
FAQ
FAQ
Questions? We've got answers.
What is GenieAI?
Who is GenieAI built for?
What products does GenieAI offer?
Do I need to replace my existing IT stack to use GenieAI?
How does GenieAI handle privacy and security?
How long does it take to get live, and how is GenieAI priced?
What is GenieAI?
Who is GenieAI built for?
What products does GenieAI offer?
Do I need to replace my existing IT stack to use GenieAI?
How does GenieAI handle privacy and security?
How long does it take to get live, and how is GenieAI priced?
What is GenieAI?
Who is GenieAI built for?
What products does GenieAI offer?
Do I need to replace my existing IT stack to use GenieAI?
How does GenieAI handle privacy and security?
How long does it take to get live, and how is GenieAI priced?
Drive ROI across your middle & back office.
Built for institutional asset managers.