Patterns

World-class automations for core investment use cases

With years of experience working with financial services documents, we’ve designed our Patterns to capture the key data you need.

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Our existing Patterns

Ranging from data operations to alternative investing, our existing Patterns are pre-configured with common fields, transformations and validations for core document use cases. Any Pattern can be configured to meet your specific business requirements. Our existing Patterns for financial services workflows include:

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PRIVATE EQUITY & ALTERNATIVES

  • Capital Calls & Distributions (Capital Notices)
  • Capital Account Statements
  • Schedule K-1
  • Schedules of Investments
  • Loan agent notices
  • US tax and SEC forms

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WEALTH & ASSET MANAGEMENT

  • Brokerage statements/custodial statements
  • Mutual fund prospectuses
  • Schedule K-1s
  • Form ADVs
  • US tax forms: W4, W-8 BEN, all 1040s, and 1099-INT, -DIV, and -MISC
  • Onboarding and KYC, including ID and address detection
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INVESTMENT OPPORTUNITIES & PERFORMANCE

  • Equity research reports
  • Mutual fund prospectuses
  • News articles
  • Document summaries (in English, Arabic, Dutch, French, German, Hindi, Italian, Japanese, Korean, Mandarin, Portuguese, Russian, or Spanish)

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CUSTOMER ONBOARDING & KYC
  • Brokerage statements/custodial statements
  • ID detection
  • Address detection
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REGULATORY COMPLIANCE & REPORTING
  • Form ADVs
  • SEC Forms 3, 4, 5, 6-K, 8-K, 10-K, 13D, 13F, and 144
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DATA OPERATIONS
  • Invoices, bills, and receipts
  • US tax forms: W4; W-8 BEN; all 1040s; and 1099-INT, -DIV, and -MISC
  • Form 1065 and Schedules B, K, L, M-1, and M-2
  • Forms 1096; 1120 and Schedules C, G, J; 1125-E; 8825; 940; and 941
  • Schedule K-1s
  • Form ADVs
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Highly trained for high impact

Created by our team of data scientists with deep financial services expertise, Alkymi’s Patterns provide ML-powered data extraction, validation, and transformation for targeted use cases. Each Pattern was created by analyzing thousands of document examples and is extensively tested to identify your data accurately every time.

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Don’t see what you’re looking for?

Let’s talk about how we can build a fully bespoke Pattern for your use case, trained and customized for your specific documents and requirements—no matter how complex.

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Schedule a demo of Alkymi

Interested in learning how Alkymi can help you go from unstructured data to instantly actionable insights? Schedule a personalized product demo with our team today!