GenieAI turns spreadsheets, emails, PDFs, and fragmented financial systems into controlled investment-operations workflows that run on top of existing technology stacks. Its platform connects administrators, custodians, OMS/PMS, accounting systems, emails, files, and spreadsheets into a shared operational layer, then uses specialized AI agents and no-code workflows to execute, verify, document, and escalate operational tasks. Its use cases include shadow NAV calculations, reconciliation, corporate-action processing, investor reporting, risk summaries, and share-class analysis. GenieAI serves COOs, heads of operations, CFOs, and investment teams at asset managers, hedge funds, allocators, endowments, OCIOs, and fund administrators.
