Your decisions move faster with our solutions.
Alkymi’s targeted solutions eliminate unstructured data challenges in key financial services verticals.
Digital Client
Onboarding & Account Opening
New clients expect quick turnaround times and fast decisions. Whether it’s a 401(k) rollover, an account opening/origination, or an asset transfer, financial services firms expect clean and accurate data. Nobody is happy when document processing is done by hand.
Eliminate manual extraction and focus on client service
Accelerate onboarding while keeping overhead low
We've automated: Account statements, forms and questionnaires, identifications and certificates
Alternative and Private Market Data
Alternative assets present an unlimited set of opportunities for investors. They are also notoriously difficult to track, manage and execute. Data should give you an investing edge, not an operational headache.
Leverage 100% of your investment data
Automate legacy workflows without affecting operational partners
We've automated: Capital calls/distributions, PCAPs, quarterly Reports, SOIs, NAV
Investment Performance and Reporting
Your clients expect investment performance reporting that matches the speed of the market. Eliminate time-intensive data collection to accelerate insights and improve client experience.
Upgrade client reporting, and leverage all of your data
Eliminate friction across the front and back office
We've automated: Portfolio summaries, performance reports, fact sheets, allocation, exposure & sector reports
Environmental Social Governance (ESG) Investing
ESG data is reported in a huge number of sources and formats and can be extremely costly to access. Subscription datasets are often one-size fits all, and only tell part of the story you’re interested in. Tap the data your firm needs to analyze risk, construct strategies, and evaluate investments.
Streamline portfolio assessment and reporting
Tailor your ESG data strategy to your needs
We've automated: Environmental progress & sustainability reports, climate risk & emissions data, corporate governance, D&I reporting