OpsHub Product Overview
OpsHub is a next-generation investment operations platform that combines artificial intelligence, workflow automation, and advanced analytics to transform how financial institutions manage their operations.Executive Summary
OpsHub addresses the critical challenges facing modern investment operations:- Manual Process Inefficiency - Automates repetitive tasks and complex workflows
- Compliance Complexity - Ensures regulatory adherence with built-in compliance tools
- Data Fragmentation - Unifies data from multiple sources into a single platform
- Operational Risk - Provides real-time monitoring and anomaly detection
- Scalability Limitations - Cloud-native architecture scales with your business
Core Components
1. Multi-Agent AI System
OpsHub employs a sophisticated multi-agent architecture powered by LangGraph and advanced LLMs:Orchestrator Agent
Central coordinator managing task distribution and agent collaboration
Specialized Agents
Domain-specific agents for fund accounting, compliance, risk analysis, and more
Ambient Monitor
Continuous monitoring agent for anomaly detection and alerts
Context Management
Intelligent context preservation across sessions and workflows
2. Workflow Automation Engine
Built on Temporal, our workflow engine provides:- Durable Execution - Workflows survive failures and resume automatically
- Complex Orchestration - Support for parallel, sequential, and conditional logic
- Event-Driven Architecture - React to market events and data changes in real-time
- Visual Workflow Designer - No-code interface for building workflows
- Audit Trail - Complete history of all workflow executions
3. Data Management Platform
OpsHub’s data platform is built on Supabase and PostgreSQL, providing enterprise-grade reliability and performance
- Real-time data synchronization
- Advanced data modeling with relationship management
- Row-level security (RLS) for data access control
- Built-in caching and optimization
- Support for structured and unstructured data
4. Analytics & Visualization
Transform raw data into actionable insights:- Dynamic Dashboards - Real-time KPI monitoring and custom metrics
- Advanced Analytics - Statistical analysis, trend detection, and forecasting
- Report Generation - Automated regulatory and management reporting
- Data Exploration - Interactive tools for ad-hoc analysis
- Performance Benchmarking - Compare against industry standards
Architecture Overview
Technology Stack
Frontend Technologies
- Next.js 14 - React framework with App Router
- TypeScript - Type-safe development
- Tailwind CSS - Utility-first styling
- shadcn/ui - Modern component library
- CopilotKit - AI assistance integration
- AG-UI - Advanced agent interaction components
Backend Technologies
- FastAPI - High-performance Python web framework
- LangGraph - Multi-agent orchestration
- Temporal - Workflow orchestration
- Anthropic/OpenAI - LLM providers
- Supabase - Backend-as-a-Service
- PostgreSQL - Primary database
Infrastructure
- Docker - Containerization
- Kubernetes - Container orchestration
- Vercel - Frontend hosting
- Fly.io - Backend deployment
- GitHub Actions - CI/CD pipeline
Key Differentiators
AI-Native Design
AI-Native Design
Built from the ground up with AI at its core, not bolted on as an afterthought
Financial Domain Expertise
Financial Domain Expertise
Deep understanding of investment operations, compliance, and regulatory requirements
Enterprise Security
Enterprise Security
Bank-grade security with encryption, audit trails, and compliance certifications
Scalable Architecture
Scalable Architecture
Cloud-native design that scales from small funds to large institutional deployments
Open Integration
Open Integration
RESTful APIs, webhooks, and pre-built connectors for seamless integration
Use Cases
Fund Administration
- Automated NAV calculation and validation
- Trade reconciliation and settlement
- Investor reporting and communications
- Fee calculation and management
Portfolio Management
- Real-time position tracking
- Performance attribution analysis
- Risk exposure monitoring
- Rebalancing automation
Compliance & Regulatory
- ASIC, SEC, and MiFID II reporting
- Trade surveillance and monitoring
- Breach detection and prevention
- Audit trail management
Operations Management
- Workflow automation and orchestration
- Exception handling and resolution
- SLA monitoring and alerting
- Capacity planning and optimization
Platform Benefits
- Business Benefits
- Technical Benefits
- User Benefits
- 50% reduction in operational costs
- 75% faster regulatory reporting
- 90% reduction in manual data entry
- 24/7 automated monitoring
- Real-time decision support
Implementation Approach
Phase 1: Foundation (Weeks 1-2)
- Environment setup and configuration
- User provisioning and access control
- Initial data migration
- Basic workflow configuration
Phase 2: Integration (Weeks 3-4)
- System integrations setup
- Data source connections
- API configurations
- Testing and validation
Phase 3: Optimization (Weeks 5-6)
- Custom workflow development
- Dashboard configuration
- Report templates setup
- Performance tuning
Phase 4: Go-Live (Week 7+)
- User training and onboarding
- Production deployment
- Monitoring and support
- Continuous improvement
Getting Started
1
Sign Up
Create your OpsHub account at opshub.nomark.ai
2
Configure Environment
Set up your organization, users, and initial configurations
3
Connect Data Sources
Integrate with your existing systems and data sources
4
Deploy Agents
Activate and configure AI agents for your use cases
5
Launch Workflows
Start automating your investment operations
Support & Resources
- Documentation: Comprehensive guides and references
- Training: Online courses and certification programs
- Support: 24/7 technical support for enterprise customers
- Community: Active user community and forums
- Updates: Regular feature releases and improvements
Ready to transform your investment operations? Contact our sales team for a personalized demo.