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
Specialized agents monitor workflows, investigate breaks, prepare outputs, and escalate decisions to your team.
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.
Your team is already using Copilot, ChatGPT and Claude for ad hoc analysis. GenieAI turns those one-off prompts into secure, repeatable, auditable workflows that run across your firm.
Orchestration
Run many AI workflows across teams, systems, and time zones — not one chat at a time. GenieAI orchestrates agents, data sources, approvals, and schedules so operations scale without bottlenecks.
Accuracy & Cost Management
Combine agentic reasoning with deterministic calculations, validations, and controls. Every output is verifiable, token costs are minimized, and hallucination risk is reduced through structured workflows and checks.
Memory
An operational memory that persists across teams and workflows. Prior exceptions, resolution patterns, business rules, and edge cases compound over time instead of disappearing into inboxes or employee memory.
Benefits
From manual work to always-on operations
Before
After
Conflicting numbers across teams
Different teams rely on different figures due to timing and adjustments
One source of truth
A shared, traceable view of positions, cash, P&L, exposures, reports, and exceptions.
Investigating data breaks
Manual analysis to determine why positions, cash, or P&L differ across systems
Root-cause analysis
Agents compare sources, identify likely drivers, reference prior resolutions, and package the context needed for review.
Operational knowledge lives in people’s heads
Business rules, exceptions, and resolution logic are scattered across emails, spreadsheets, meetings, and 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, strategies, and allocations — without requiring headcount to grow linearly.
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.
Role-based access controls and audit logs
To align with internal access permissioning and policies.
Flexible hosting options
Support client-specific security, compliance, and data-residency requirements.
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 workflows can GenieAI automate?
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 ChatGPT, Claude, RPA, or generic workflow tools?
How does GenieAI reduce hallucination risk?
Can GenieAI work with messy data?
Drive ROI across your middle & back office.
Built for institutional asset managers.