Deploy production-grade automation without building an AI team

Deploy production-grade automation without building an AI team

GenieAI manages workflow design, implementation, controls, and support so investment operations teams can put secure automation into production faster.

Managed automation is a service model in which GenieAI supports workflow design, implementation, controls, and ongoing operational support for investment operations automation.

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See your workflow automated

Put controlled automation into production without building a new team

Use GenieAI’s operating expertise to move from workflow design to implementation, controls, and support on a production-grade foundation.

How it works: design, deploy, support

1. Map the workflow and its control points. 2. Implement against the systems you already use. 3. Operate with monitoring, human review, documented changes, and ongoing support.

Managed automation capabilities

Workflow design, implementation, control configuration, explainable exception handling, rollout support, and operating guidance for investment operations teams.

Explore investment operations automation

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.

Common questions

What is managed automation? It is an engagement in which GenieAI supports the design, implementation, controls, and support of an investment-operations workflow.

Which systems and data sources can be included? The work is designed around the files, emails, data sources, and systems already used by the operations team.

How are controls and human review handled? Workflow design includes the relevant review points, explainable exceptions, approvals, and audit trails so operating teams retain control.

Do firms need to replace their existing stack? No. Managed automation is designed to implement controlled workflows around existing systems rather than require a rip-and-replace program.