AI TOOL PROFILE
Everysk: Capital Markets Automation Software
- Finance and Accounting
- Workflow Automation
- Asset managers
- Hedge funds
- Crypto funds
- Wealth management firms
- Asset servicing companies
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Asset managers, Hedge funds, Crypto funds, Wealth management firms, Asset servicing companies
- Key use cases
- Market Risk Reporting Automation, Trade Operations Automation, Compliance Monitoring, Risk Alerting
- Integrations
- API, SFTP, Email, Microsoft Teams
- Official website
- Visit everysk official website
How AI is used
Everysk is a no-code and low-code automation platform designed for capital markets. It allows users to build automated workflows by dragging and dropping financial robots that handle data exploration, risk calculations, and report distribution.
The software is intended for financial services firms, including asset managers, hedge funds, and wealth management firms. It supports a variety of asset classes and is designed to digitize calculation-intensive processes often handled in spreadsheets.
Key capabilities include multi-asset risk coverage, automated compliance checks, and the generation of interactive dashboards. For technical requirements, the platform provides an API to inject custom data or create robots using Python and Javascript.
Buyers should confirm how the pre-built robots align with their specific asset classes and whether the API options meet their existing data architecture requirements.
Key Features
No-code Workflow Builder
A drag-and-drop interface using pre-built financial robots to create repeatable investment processes.
Portfolio Analytics
A calculation engine for risk metrics including Volatility, Value at Risk (VaR), and Expected Shortfall.
Automated Risk Reporting
Tools to generate and distribute risk reports via email or messaging apps using custom templates.
Intraday Alerts
Customizable notifications for market volatility spikes or portfolio exposure breaches.
Monte Carlo Stress Testing
Simulations that reprice portfolios under different market scenarios to identify tail risk.
Compliance Robots
Automated checks that monitor if portfolio risk exceeds or falls below user-defined limits.
Security Protocols
Data protection using AES-256 encryption, HTTPS/TLS, and FIDO U2F two-step verification.
Use Cases
Market Risk Reporting Automation
Automating the flow from position data integration to risk calculation and report distribution to reduce reliance on manual spreadsheets.
Trade Operations Automation
Using robots to import positions from brokers and map or normalize data for analysis.
Compliance Monitoring
Setting up automated checks to ensure portfolio risk remains within defined boundaries.
Risk Alerting
Configuring notifications to trigger when fund exposures cross specific boundaries or market volatility increases.
Integrations
- API
- SFTP
- Microsoft Teams
FAQ
What are 'financial robots' in Everysk?
- They are pre-built, modular components that perform specific tasks like importing data, calculating risk, or distributing reports, which users can arrange in a no-code workflow.
Who is Everysk designed for?
- The platform is designed for capital markets professionals, including asset managers, hedge funds, crypto funds, and wealth management firms.
How does Everysk handle data security?
- It uses AES-256 encryption for portfolio data, HTTPS/TLS for transmissions, and supports FIDO U2F two-step verification for user accounts.
Source category: Finance & Accounting
Source subcategory: Workflow Automation
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