Features Factsheet
Core Platform Features
Multi-Agent AI System
✅ 12 specialized AI agents ✅ Natural language processing ✅ Context-aware responses ✅ Multi-agent collaboration ✅ Continuous learningData Management
✅ Real-time data ingestion ✅ Data validation and cleansing ✅ Advanced data modeling ✅ Historical data storage ✅ Data lineage trackingWorkflow Automation
✅ Visual workflow designer ✅ 100+ pre-built templates ✅ Custom workflow creation ✅ Error handling and retries ✅ Schedule and trigger managementAnalytics & Reporting
✅ Interactive dashboards ✅ Custom report builder ✅ Real-time analytics ✅ Predictive analytics ✅ Export capabilitiesSecurity & Compliance
✅ Role-based access control ✅ End-to-end encryption ✅ Audit trail ✅ Compliance monitoring ✅ Data privacy controlsFunctional Capabilities
Fund Administration
✅ NAV calculation ✅ Fee management ✅ Income allocation ✅ Capital activity processing ✅ Investor reportingPortfolio Management
✅ Position tracking ✅ Performance attribution ✅ Risk analytics ✅ Rebalancing tools ✅ What-if analysisTrade Processing
✅ Trade capture ✅ Validation and enrichment ✅ Settlement tracking ✅ Reconciliation ✅ Exception managementCompliance Management
✅ Regulatory reporting ✅ Breach detection ✅ Limit monitoring ✅ Document management ✅ Approval workflowsRisk Management
✅ VaR calculation ✅ Stress testing ✅ Exposure analysis ✅ Liquidity monitoring ✅ Counterparty riskTechnical Features
Integration
✅ REST API ✅ GraphQL API ✅ Webhook support ✅ File import/export ✅ Third-party connectorsPerformance
✅ Real-time processing ✅ Batch processing ✅ Caching layer ✅ Load balancing ✅ Auto-scalingDeployment
✅ Cloud deployment ✅ On-premise option ✅ Hybrid deployment ✅ Multi-region support ✅ Disaster recoveryMonitoring
✅ System health dashboard ✅ Performance metrics ✅ Error tracking ✅ Usage analytics ✅ Alerting systemUser Experience
✅ Responsive design ✅ Dark mode ✅ Keyboard shortcuts ✅ Multi-language support ✅ Mobile app (iOS/Android)Complete feature comparison available in our detailed documentation.