Solutions

Fully automated workflows for any use case

Alkymi has years of experience working with asset and wealth managers, LPs and GPs, as well as leading technology and solutions providers that serve the industry. We know data workflows, and we’ve built a solution you can quickly and easily adapt for your business.

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Document workflows designed for financial services

Capture and transform your investment data with our core Patterns for financial services use cases, configured for key investment document workflows. Powered by machine learning models, Patterns are built to scale to handle any document format and can be configured for your exact business needs.

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Private Equity & Alternatives

Stay on top of changes in your portfolio with automations for use cases including:

  • Capital Calls & Distributions (Capital Notices)
  • Capital Account Statements
  • Schedule K-1s
  • Quarterly reports / Schedules of Investments
  • Financial statements
  • Subscription documents
  • Loan agent notices

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Wealth & Asset Management

Serve more customers by automating workflows such as:

  • Brokerage statements / custodial statements
  • Stock distribution notices
  • Onboarding and KYC, including ID and address detection
  • Subscription documents

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Financial Data Operations

Never miss a deadline with automations for use cases including:

  • Invoices, bills, and receipts
  • US tax and SEC forms
  • Schedule K-1s
  • Form ADVs

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Tools for technology providers

Help your clients onboard their data faster and improve their user experience with cutting-edge technology deployed directly into your platform. Eliminate manual data entry and automate your large document processing tasks so your clients can get the most out of your products.

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Featured resources

Website PE Regulations
Blog Post

Quarterly Statements Rule: 3 ways to ensure compliance

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Case Study Anonn OCIO
Case Study

Leading Investment Manager finds accuracy with Alkymi

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Website CI Ms
Blog Post

Speed up CIM review with LLMs

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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!