Backed by leading asset managers
How it works
The connective tissue
for your investment ops
Work with your existing data and stack
Agents connect seamlessly to your existing data sources and IT stack. No rip-and-replace of your existing systems
Let the agents work 24/7
Your tireless team of specialized analysts.
Use Cases
Built for the workflows that keep your firm running
From Experiment to Operations
Your team is already experimenting with AI. We make it production-grade.
Asset managers, allocators, and fund administrators are using ChatGPT and Claude for ad hoc analysis. GenieAI turns those experiments into scalable, auditable workflows — not one-off prompts running on someone’s laptop.
Orchestration
Run multiple AI workflows in parallel across your firm — not one conversation at a time on an employee’s laptop or a single ChatGPT session. GenieAI orchestrates agents across data sources, teams, and time zones so operations scale without bottlenecks.
Accuracy & Cost Management
Combine agentic reasoning with deterministic computing to ensure process accuracy, prevent hallucinations, and minimize token spend. Every output is verifiable, every cost is traceable — so you can trust the numbers and control the budget.
Memory
A company brain that persists across teams and sessions. Institutional knowledge — resolution patterns, edge cases, operational context — compounds over time instead of disappearing when someone closes their browser or leaves the firm.
Benefits
From manual admin
to reliable agents
Before
After
Multiple Versions of the Numbers
Different teams rely on different figures due to timing and adjustments
One Source of Truth
A continuously reconciled, firm-wide view of positions, cash, etc.
Investigating Data Breaks
Manual analysis to determine why positions, cash, or P&L differ across systems
Explaining Data Breaks
Agents infer break drivers by reasoning across systems and admins, relying on historical ops context
Ops Knowledge Lives in People
Resolution logic exists in emails, spreadsheets, and individual memory
Knowledge compounds inside the platform
Resolution patterns and edge cases become reusable agent knowledge
Manual Task Hand-Offs
Tasks coordinated via email, spreadsheets, and meetings
End-to-End Automated Workflows
Agents execute, verify outcomes, and escalate when required
Ops Breaks as Complexity Grows
New strategies or allocations increase workload non-linearly, requiring more labor and headcount
Ops Scales With the Business
Operational capacity scales with AUM and allocations,
not headcount
Why GenieAI
ROI that compounds
Always-on operational coverage
Key operational workflows run continuously — not just at month-end or reporting deadlines.
Faster exception resolution
Exceptions are auto-detected so teams spend time resolving issues, not finding them.
Consistent numbers across teams
Portfolio, risk, and ops teams work from the same underlying data and assumptions.
Less manual coordination
Workflows run across systems without manual handoffs between teams or tools.
Audit-ready by default
All data and workflows are consistent and clearly traceable by auditors and controllers.
Persistent knowledge and context
Ops context stays within the system, reducing the risk of employee handoffs and turnover.
Trust & Safety
Enterprise-grade privacy and security
SOC 2 Compliant
Audited compliance with SOC 2 principles for reliable privacy and security.
End-to-end encryption
All data is encrypted in transit and at rest to prevent unauthorized access.
Access control & audit logs
To align with internal access permissioning and policies.
Regional data hosting
Flexible hosting to match compliance and client needs.
Testimonials
Used daily by demanding operators
Active in the community
About GenieAI
Built by operators and researchers
FAQ
Questions? We've got answers.
What is GenieAI?
Who is GenieAI built for?
What products does GenieAI offer?
Do I need to replace my existing IT stack to use GenieAI?
How does GenieAI handle privacy and security?
How long does it take to get live, and how is GenieAI priced?
How is GenieAI different from using ChatGPT or Claude directly?
Drive ROI across your middle & back office.
Built for institutional asset managers.