Automate compliance
from extraction to escalation.
Extract eligibility criteria from complex documents
Everysk ingests PDF indentures, prospectuses, and loan agreements, then uses AI to extract eligibility criteria, concentration limits, and compliance rules into structured, machine-readable formats. No more manual transcription from hundred-page legal documents.
Supports CLO indentures, structured note prospectuses, fund offering memoranda, and credit facility agreements across multiple jurisdictions and document formats.
Enforce rules across portfolios at scale
Use Everysk's powerful rule syntax to define compliance constraints and cross-check them against portfolios continuously. Dynamically bind portfolio types to their applicable rules so that as your book grows, compliance coverage scales automatically.
Agentic AI assists in writing and adapting rules for different jurisdictions, translating regulatory requirements into executable compliance logic without developer support.
Manage the full compliance lifecycle
Maintain schemas derived from PDF extractions as documents are amended. Automatically detect compliance breaches, trigger escalation workflows, and distribute reports and alerts to the right stakeholders at the right time.
From initial document ingestion through ongoing monitoring, breach detection, remediation tracking, and audit reporting, Everysk keeps the entire compliance lifecycle connected and auditable.
Frequently asked questions
Is Everysk secure?
Yes. Everysk is SOC 2 Type II certified with enterprise-grade encryption, role-based access controls, and comprehensive audit trails. Your trade data is protected at every stage of the workflow.
How does Everysk accelerate trade operations?
By automating every stage of the trade lifecycle — from RFQ distribution and allocation to OMS staging and lifecycle management — Everysk eliminates manual bottlenecks, reduces errors, and compresses timelines from hours to minutes.
Will my team need extensive training?
Everysk is designed to integrate into your existing workflows with a no-code interface that operations professionals can configure without developer support. Most teams are productive within the first week.
What if our firm has unique allocation rules?
Everysk is highly configurable. The allocation engine supports custom rules for SMAs, commingled funds, side pockets, and multi-custodian setups. Your workflows adapt to your processes, not the other way around.
Which OMS/PMS systems does Everysk integrate with?
Everysk integrates with all major OMS and PMS platforms, including direct API connections and file-based staging. Our integration team works with you to ensure seamless connectivity with your existing infrastructure.
Can Everysk handle multi-asset, multi-strategy operations?
Absolutely. Everysk is purpose-built for institutional-scale operations spanning equities, fixed income, futures, options, and alternative investments across multiple strategies and accounts.
