Reimagine Workflow Automation for Fund Operations
Apply supervised, secure and embedded AI agents to extract and transform data from trade confirmations. Slash processing time and errors in your back office.
Stop Drowning in Confirmations
Hedge funds face unique operational challenges that drain resources and increase risk.
Hours Lost to Manual Entry
Operations teams waste valuable time on repetitive data entry tasks.
Costly Reconciliation Errors
Manual processes lead to mistakes that impact P&L and reporting.
T+1 Settlement Pressure
Shortened settlement cycles demand faster processing capabilities.
Scaling Challenges with BPOs
Outsourcing partners face heavy accountability and communication overhead.
Intelligent Automation from Ingest to Insight
Our orchestrated AI agents work together to process your trade confirmations with minimal human intervention.
Source
Ingest
Process
Flag
Structure
Integrate
Ask Your Trade Data Anything
Get instant answers to complex questions with our natural language query interface.
Trade Data Query
What would you like to know about your trade data?
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Our natural language interface lets operations teams get immediate insights without complex queries or reports.
Integrates with your technology
Sequence AI connects to your existing systems for seamless data flow.
Input Sources
Goldman Sachs
Trade confirmations
Morgan Stanley
Trade confirmations
PDF & email ingestion
Output Destinations
Reconciliation
Trade matching systems
Portfolio Accounting
Position management
Data Warehouse
Analytics & reporting
Sequence AI connects to prime brokers and email for ingestion and provides data for downstream systems, creating a seamless flow of information throughout your organization.
Enterprise-Grade Security Built-In
Your data security is our top priority. Our platform is built with multiple layers of protection.
End-to-End Encryption
All data is encrypted in transit and at rest using industry-standard protocols.
Secure GCP Infrastructure
Built on Google Cloud Platform with enterprise-grade security controls.
Role-Based Access Control
Granular permissions ensure users only access what they need.
SOC 2 Compliance
Designed with SOC 2 principles for trust and security.
Complete Transparency & Auditability
Every action is logged for compliance and troubleshooting.
Audit Trail
Trade confirmation from Goldman Sachs (ID: GS-45678) was uploaded via API.
Extraction agent identified document as equity trade confirmation and extracted 15 fields.
Validation agent flagged settlement date for review (low confidence: 76%).
John Smith approved the document with correction to settlement date.
Every agent action and user interaction is logged for compliance and debugging, providing a complete audit trail for your operations.
Transform Your Operations
Sequence AI delivers measurable business value across your organization.
Reduction in Manual Effort
Free your team from tedious data entry tasks.
Data Accuracy
Minimize costly errors and reconciliation issues.
Lower Operational Costs
Compared to BPO or manual processing.
Processing Time
Instead of hours for manual processing.
Audit Coverage
Complete transparency for compliance.
Scalability
Handle volume spikes without adding staff.
The Modern Approach to Trade Ops
See how Sequence AI compares to traditional methods.
| Capability | Traditional Methods | Sequence AI |
|---|---|---|
| Processing Speed | Hours to days | Minutes |
| Accuracy | Error-prone | High accuracy with AI + review |
| Cost Structure | High variable cost | Lower cost base |
| Scalability | Difficult to scale | Flexible scalability |
| Auditability | Limited | Complete audit trail |
| Integration | Manual or custom | Modern approach |
| Data Access | Reports only | Natural language queries |
Frequently Asked Questions
Get answers to common questions about Sequence AI.
Ready to Automate Your Trade Confirmations?
Join forward-thinking hedge funds that are transforming their operations with Sequence AI.