Automate investment operations across systems, teams, and workflows

Turn spreadsheets, emails, files, and fragmented systems into controlled, auditable workflows that run across the stack you already own.

Investment operations automation is the use of controlled, auditable workflows to coordinate work across spreadsheets, emails, files, and existing systems.

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See your workflow automated

Replace handoffs with controlled operating workflows

Bring spreadsheets, emails, files, and systems into workflows that can be checked, explained, reviewed, and audited.

How it works: unify, orchestrate, document

1. Connect data and operational inputs. 2. Orchestrate deterministic checks and exception steps. 3. Preserve human decisions, evidence, and audit trails in one workflow.

Investment operations workflow capabilities

Reconciliation, reporting, NAV oversight, exception management, approval routing, and reusable operational knowledge across systems and teams.

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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

"The GenieAI team built the best solution in their highly competitive space and I'm excited by the many powerful applications of their AI technology. As a traditional finance veteran, I'm very impressed by the amazing work they are doing in modernizing technology solutions for asset managers."

Kelly Ye

Deputy CIO, Avenir

"GenieAI brought together data from our exchanges, custodians, and internal systems into a single view and made it easy to run fast, reliable risk controls that used to take a lot of manual work. As a result, our team spends far less time on operations and has much more timely, higher-quality visibility into risk."

Claudio Schneider

CEO, DCAP

"GenieAI's exceptional team recognized a clear gap in the market and built a must-have platform for modern asset managers that is now core to my fund's investment analysis and operations. We leverage it daily for complex quantitative and back-office workflows, achieving extraordinary speed and efficiency."

Max Williams

COO, Runa Digital Assets & ex-Managing Director, NASDAQ

"Working with GenieAI has been a great experience. Their team's responsiveness, combined with a tailored platform seamlessly consolidating multi-chain portfolios, has drastically simplified our monitoring, analysis, and reporting processes. By enabling timely, data-driven decisions, GenieAI has saved us significant time across our fund operations."

Andres Garcia

Managing Partner, Plaintext Capital

"I'm extremely bullish about what GenieAI's team is building. As a user of their platform, I've been consistently impressed by their ability to bring a bold vision for mission-critical capital markets technology to life, empowering forward-thinking financial institutions to move faster in a highly competitive environment."

Alessandro Balata

Portfolio Manager & Co-Founder, Fasanara Digital

"GenieAI is great. It stands out as a mature and feature-rich platform surpassing other portfolio management solutions. Their AI models enhance our ability to navigate volatile markets, and the team’s rapid pace of feature development make it a truly top-notch solution for multi-strategy funds."

Korrigan Clark

Partner, Kamino Fund

Drive ROI across your middle & back office.

Built for institutional asset managers.

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Common questions

What is investment operations automation? It makes recurring operational work more controlled by connecting inputs, executing workflow steps, surfacing exceptions, and preserving the context for human decisions.

Which systems and data sources can it connect? GenieAI is designed to work across spreadsheets, emails, files, administrators, custodians, internal systems, and other existing data sources.

How do human review and controls work? Workflows can verify outcomes, explain exceptions, route approvals, and retain an audit trail. Teams keep the decision rights and operating context needed to review work.