SOLUTIONS
An AI Platform for Investor Onboarding and Transactions
In 2016, we provided end-to-end automation for one of the world's largest fund administrators. Today, our AI-Investor platform Sophia streamlines fund administration by classifying, extracting, validating, and orchestrating data with precision and efficiency.
FINANCIAL SERVICES
Fund administration processes like investor onboarding and transactions (i.e. subscriptions, redemptions, transfers, conversions, switches, etc.) are time-consuming and error-prone, with automation often proving challenging due to the reasons:
High variability in document formats are the reason why image recognition models (including LLMs, LMMs, OCR models) do not work.
Rule automation struggles without accurate, structured data to validate fields across documents, databases, and teams.
InvestorFlow solves these challenges for fund administrators and wealth management firms that have over $3 trillion assets under management.
$3 Tn
$100 Bn
70%
85%
A Practical, AI-Driven Solution to Fund Administration
Here's what sets our solution apart
Quick and Efficient Turnaround
Save time on your manual process with invoices processed in minutes, rather than days for all of your investor transactions.
Boost Compliance
InvestorFlow can perform comprehensive review of all transactions with pre-configured business validations and custom rules to reduce risk to your business.
Handwriting Proficiency
With state-of-the-art handwriting recognition technology, Sophia extends its capabilities to transform handwritten documents into digital text.
Human Approval Workflow
Allow AI to automate all manual reviews, while providing an approval workflow for your team to review and monitor inbound requests and work items.
Integrate Across all Platforms
Integrate with your existing systems, tools, and cloud environments, allowing for a smooth transition and minimal disruption to current workflows.
Data Security and Privacy
InvestorFlow prioritizes the security and privacy of your financial data with ISO 27001 certification and compliance with GDPR and POPIA.
Head of Automation at a Major Wealth Management Enterprise
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