AI for the Middle Office: Smarter Operations, Efficient Prioritization
Built to revolutionize how asset management teams complete daily tasks by improving speed, insights, and decision making, while enabling high value teams to focus on high impact work
The Middle Office Challenge
The middle office is the backbone of any asset management firm, handling critical tasks like trade processing, portfolio accounting, and performance attribution. However, these tasks are often manual, time-consuming, and prone to errors. This can lead to inefficiencies, higher costs, and missed opportunities.
Product Overview
Examples of what Alpha Boffin can do
- Monitor portfolio holdings and trades for violations
- Continuously monitor data quality using AI-driven anomaly detection
- Ensure accurate and timely data
- Reconcile data across systems and sources
- Ensure adherence to guidelines, regulations, and mandates
- Perform pre-trade and post-trade compliance checks
- Flag and report breaches, then automatically initiates resolution
Imagine a team that executes on your orders… Lets call them Boffins
[insert loom video]
The Team
Built by a global and diverse team with 20+ years in asset management, investments, and tech, we have a passion to improve how financial organizations make investment decisions
Alpha Boffin 