Solution introduction
Frictionless portfolio data management
Bringing new funds, asset managers, and portfolios into your system is often a slow and error-prone process. Romina’s AI onboarding and reconciliation teams extract, validate, and standardize portfolio data—dramatically improving efficiency and accuracy
Key advantages
Automated data ingestion
No more manual data entry; AI extracts, cleans, and reconciles data in seconds.
Error reduction
AI cross-checks multiple sources to ensure accuracy and flag discrepancies.
Customizable workflow integration
Adapt AI agents to fit existing reconciliation and reporting processes.
Use cases
Fund and account onboarding
Reduce onboarding time from weeks to days with AI-powered automation.
NAV calculation
AI agents match, clean, and verify portfolio data to ensure accuracy.
Operational risk reduction
Minimize errors and improve compliance with automated checks.
