How it works

What we Prioritise

User first – Intuitive interface for any key asset manager to harness AI on day one

Well-tested algorithms and features based on decades of industry experience

Safety, security and regulation needs

Automated context gathering

Alpha Boffin intelligently configures knowledge for automated task execution.

Data sources

  • System Integration – OMS, PMS, data feeds
  • Data formats

Operational procedures

  • Reconciliation rules
  • Exception handling protocols
  • Reporting formats

Risk metrics

  • Exposure limits
  • Counterparty risk
  • Market risk assessments
  • Tolerances

Communication channels

  • Workflow handoffs
  • Client notifications on your behalf
  • Escalation paths

SLAs and KPIs

  • Service timelines
  • Accuracy standards
  • Performance targets

Historical data

  • Past Transitions
  • Settlement Issues
  • Exception patterns

AI enhanced workflows

  • 24/7 high-speed process execution
  • Custom workflow definition - Users can design and automate tailored middle office workflows.
  • Automate manual processes, such as data processing, compliance checks, trade management, reconciliations, and reporting typically executed by human teams in the middle office.
  • Boost efficiency and accuracy – Minimise manual workloads, increase operational efficiency, and reduce the risk of human errors.
  • Adaptive and proactive operations – Alpha Boffin empowers asset managers to adopt a more dynamic approach and respond swiftly to market changes and client requirements.

AI governance

  • Approval process – Alpha Boffin can be configured to seek user approval before executing specified tasks, ensuring compliance and control.
  • Clear overview of execution history by who and when leading to which outcome.
  • Malicious actor detection - Detects unusual and suspicious patterns
Flowchart of automation process handled by Alpha Boffin

Security and audit

  • User-controlled execution – Enables operations teams to maintain oversight and intervene when necessary.
  • Comprehensive audit trail – Captures and logs actions to provide a detailed history for compliance and transparency
  • Data privacy – Full encryption; end-to-end security.
  • Segregated instance – Dedicated instance per client; no data sharing or data transfer.
  • No data reuse – Client data will never be used for model training.
Flowchart of automation process handled by Alpha Boffin
Learn more about Alpha Boffin's Advanced features

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