AI-embedded workflows
built for Investment Operations

The Intelligent Automation
Platform for Capital Markets

The Intelligent Automation
Platform for Capital Markets

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Purpose-built by and for professionals in the investment industry

  • Private Equity Firms

  • Family OfficeS

  • Hedge Funds

  • asset managers

  • Retail Brokerages

  • Venture Capital Firms

  • Corporate Finance Divisions

Unlock scalable efficiency

Everysk combines Agentic AI with Process Automation for Capital Markets, allowing you to focus on high impact tasks, build repeatable processes, and scale your business.

SCALE

SCALE

Grow AUM without growing headcount

AUTOMATE

AUTOMATE

Put your most repetitive operations on autopilot

INTEGRATE

INTEGRATE

Connect every system into a single seamless workflow

SIMPLIFY RISK

SIMPLIFY RISK

Know your risk exposure at all times

+$60bi

Processed
daily

Processed
daily

Processed
daily

+10,000

Multi-Asset Portfolios
automatically monitored

Multi-Asset Portfolios
automatically monitored

Multi-Asset Portfolios
automatically monitored

+100

TEAMS USING
EVERySK

TEAMS USING
EVERySK

TEAMS USING
EVERySK

MoDULAR FINANCIAL WORKFLOWS

100+ prebuilt use cases.
Full flexibility to build your own.

100+ prebuilt use cases.
Full flexibility
to build your own.

REQUEST A LIVE DEMO

EVERYSK ROBOTS

Hundreds of
specialized robots

A ready-to-use library of automations purpose-built
by and for investments teams

A ready-to-use library of automations purpose-built
by and for investments teams

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AI where it matters,
with precision as priority

When AI reasoning meets structured execution,
you get the best of both worlds.

The backbone of industry
leaders operations

The backbone of industry
leaders operations

REQUEST A LIVE DEMO

APPS, REPORTS AND ALERTS

APPS, REPORTs AND ALERTS

Where Everysk's power becomes tangible — interactive portfolio apps, scheduled reports, and real-time alerts built for investment professionals and their clients.

workflows + agentic AI

A ready-to-use library of purpose-built automations that lets investment teams handle complex operational tasks — reasoning and orchestrating across systems without writing code.

workflows +
agentic AI

A ready-to-use library of purpose-built automations that lets investment teams handle complex operational tasks — reasoning and orchestrating across systems without writing code.

engines

The computational core of Everysk, running quantitative models, risk calculations, and analytical frameworks that power every downstream workflow.

engines

The computational core of Everysk, running quantitative models, risk calculations, and analytical frameworks that power every downstream workflow.

data aggregator

Consolidates market data, holdings, benchmarks, and third-party feeds into a single coherent structure, eliminating fragmentation across custodians and systems.

data
aggregator

Consolidates market data, holdings, benchmarks, and third-party feeds into a single coherent structure, eliminating fragmentation across custodians and systems.

CASE STUDIES

XP INC

“XP's clients benefit greatly from the the integration of Everysk's market leading risk monitoring technology, while allowing XP to identify and mitigate investment risks even quicker and more accurately.”

JASON USHIDA
COO - XP INC

70%

more time

10x

increase in productivity

AUTOMATION STACK

Automated Portfolio
Rebalancing

Smart Order Splitting
& Allocation

Centralized Multi-Prime
Broker Management

24/7 Continuous
Compliance Monitoring

Real-Time Alerts

Data Mapping
& Reconciliation

Automated
Risk Reporting

Personalized
AI-Driven Workflows

CASE STUDIES

XP INC

“XP's clients benefit greatly from the the integration of Everysk's market leading risk monitoring technology, while allowing XP to identify and mitigate investment risks even quicker and more accurately.”

JASON USHIDA
COO - XP INC

70%

more time

10x

increase in productivity

AUTOMATION STACK

Automated Portfolio
Rebalancing

Smart Order Splitting
& Allocation

Centralized Multi-Prime
Broker Management

24/7 Continuous
Compliance Monitoring

Real-Time Alerts

Data Mapping
& Reconciliation

Automated
Risk Reporting

Personalized
AI-Driven Workflows

CASE STUDIES

XP INC

“XP's clients benefit greatly from the the integration of Everysk's market leading risk monitoring technology, while allowing XP to identify and mitigate investment risks even quicker and more accurately.”

JASON USHIDA
COO - XP INC

70%

more time

10x

increase in productivity

AUTOMATION STACK

Automated Portfolio
Rebalancing

Smart Order Splitting
& Allocation

Centralized Multi-Prime
Broker Management

24/7 Continuous
Compliance Monitoring

Real-Time Alerts

Data Mapping
& Reconciliation

Automated
Risk Reporting

Personalized
AI-Driven Workflows

An ever-evolving partnership

Expert-led guidance to assist you along your growth

1. FOUNDATION

1. FOUNDATION

Bring clarity to your operations.

Bring clarity to your operations.

Map your current investment workflows

Identify operational gaps and bottlenecks

Define efficiency and scalability priorities

Map your current investment workflows

Identify operational gaps and bottlenecks

Define efficiency and scalability priorities

2. Activation

2. Activation

Deploy AI with precision.

Deploy AI with precision.

Implement AI-embedded automation workflows

Integrate with your existing systems

Launch domain-specific operational robots

Implement AI-embedded automation workflows

Integrate with your existing systems

Launch domain-specific operational robots

3. evolution

3. evolution

Scale with expert guidance.

Scale with expert guidance.

Continuous workflow optimization

with proactive support from market specialists

Increase output without increasing headcount

Continuous workflow optimization

with proactive support from market specialists

Increase output without increasing headcount

Let's talk about your operation

Discover how precise automation can support
your growth, improving efficiency at every step.

TALK TO A SPECIALIST →

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