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Data & Onboarding
Custodian, fund-administrator and depositary data and documents are transferred by hand every cycle. AI takes over extraction, mapping and consolidation. The human reviews and approves.
Discovery question at kickoff
Which data source costs the most time every quarter, and where do transfer errors break the downstream analysis?
Example use cases
- Structured extraction from custodian PDFs
- Automatic mapping of inconsistent portfolio statements
- Consolidation across multiple depositaries