Solution introduction
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
Document workflows designed for private markets
Capture and transform your investment data with our core Patterns for private markets and financial services use cases. Powered by AI and machine learning models, Patterns are built to scale to handle any document format or number of funds and can be configured for your firm's exact needs.
Private equity and alternatives
Stay on top of changes in your portfolio with automations for data workflows including:
- Capital Calls & Distributions (Capital Notices)
- Capital Account Statements
- Schedule K-1s
- Quarterly reports / Schedules of Investments
- Financial statements
- Subscription documents
- Loan agent notices
- Confidential Information Memorandums (CIMs)
Wealth and 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
Financial data operations
Never miss a deadline with automations for operations workflows including:
- Invoices, bills, and receipts
- US tax and SEC forms
- Schedule K-1s
- Form ADVs
