Solution introduction
A Comprehensive, Customisable Digital Operations Solution — Powered by MATES (Multi-Agent Team Engines)
Stop the manual workflow pileup - deploy a single platform to automate due diligence, financial statement review, NAV validation, research, and reporting — using AI-native digital analyst teams trained to your processes
The pace of change in financial services has accelerated — yet investment workflows like due diligence, data collection, financial statement review, and onboarding are still highly manual, fragmented, and resource-intensive.
Investment workflows remain slow, fragmented, and expensive. Analysts spend hours searching documents, reconciling numbers across statements, and manually preparing outputs in PowerPoint, Excel, and shared drives.
Stop the manual workflow pileup. Deploy a single platform to automate due diligence, financial statement review, NAV validation, research, and reporting — using AI-native digital analyst teams trained to your processes.
Romina Day enables firms to deploy AI-native Multi-Agent Teams (MATES) that execute these workflows end-to-end. MATES read documents, extract data, reconcile numbers, and produce audit-ready outputs — reducing workload and turnaround time from weeks to minutes.
With the Romina Day Platform, financial institutions deploy MATES — Multi-Agent Team Engines — digital analyst teams that execute workflows end-to-end. Each agent plays a defined role (Analyst, Extractor, Validator, QA Reviewer), collaborating to complete diligence, reconciliation, and reporting with full audit traceability.
The platform integrates into existing systems (CRMs, data rooms, reporting tools, drives), requires no rip-and-replace, and enables firms to scale analyst output without scaling headcount.
Features
Digitise your investment operations with Romina Day. With a secure, enterprise-controlled agentic platform, asset managers, allocators, broker-dealers, fund administrators, and RIAs automate the workflows that slow down investment decisioning.
Key features
Designed for financial services
- Automate DDQs, RFPs, and operational due diligence
- Extract data from AFS packages and build reconciled models
- Validate NAVs and surface exceptions
- Generate analyst-grade research packages and intelligence briefs
- Maintain complete audit logs and traceability
Better analyst and team experiences
- Eliminate repetitive document review and data entry
- Reduce errors and oversight gaps with reconciliation agents
- Save time with automatic data sync and governed approvals
- Preserve institutional knowledge with structured reporting
Enterprise governance and control
- All outputs are traced to source documents
- Configurable review + approval workflows
- Auditability for regulators and clients
- SOC2, principle-of-least-privilege architecture
Benefits
Key benefits:
- Accelerate operational throughput - MATES perform data extraction, reconciliation, and report building automatically — allowing analysts to focus on decisions, not document digging.
- Reduce operational risk - every insight is linked to a source document with full audit traceability.
- Scale without adding headcount - your team gets the equivalent of multiple digital analysts per workflow.
- Meet AI governance requirements - agents follow your policies, your data access rules, and your review processes.
Solution Details
The intelligent digital operations platform for investment firms
Romina Day replaces manual research, reconciliations, and diligence work with a digital workforce that operates under enterprise governance.
Opening and executing investment processes requires chasing data across PDFs, portals, documents, and spreadsheets — often with repeated steps and no centralised audit trail. Every iteration makes the process slower and introduces new risk.
With Romina Day, processing time drops from days/weeks to minutes. MATES collect data from existing systems, read and interpret documents, reconcile information, and generate final outputs — while logging every step for audit and compliance.
Key Data
PRICING
- Subscription (SaaS)
Implementation Methods
- Hosted (private cloud)
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Family Offices
- Financial Advisors
Client Regional Presence
- Asia
- North America
- Western Europe
Romina Day Platform
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