The investment industry is built on complex workflows, yet legacy processes slow down decision-making, increase operational costs, and create unnecessary risks. Romina’s AI-powered multi-agent teams solve these challenges by automating due diligence, portfolio onboarding, compliance, and research—freeing your teams to focus on high-value work.
Investment due diligence is slow, manual, and prone to inconsistencies. Romina’s AI-driven due diligence teams rapidly analyze and complete investment due-diligence questionnaires (DDQ’s), pulling from structured and unstructured data sources to generate precise, audit-ready responses.
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Reduce due diligence time from weeks to hours.
AI ensures standardized, bias-free responses
Pull insights from firm databases, financial reports, and external data sources.
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Automate DDQ responses for faster fund assessments.
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AI teams synthesize financial and operational data, highlighting key risks.
Ensure accurate, up-to-date responses to compliance requirements.
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.
No more manual data entry; AI extracts, cleans, and reconciles data in seconds.
AI cross-checks multiple sources to ensure accuracy and flag discrepancies.
Adapt AI agents to fit existing reconciliation and reporting processes.
Reduce onboarding time from weeks to days with AI-powered automation.
AI agents match, clean, and verify portfolio data to ensure accuracy
Minimize errors and improve compliance with automated checks.
Regulatory compliance is resource-intensive, requiring firms to sift through vast amounts of data for audits, KYC/AML checks, and regulatory filings. Romina’s AI compliance teams continuously scan and validate compliance data, ensuring firms stay ahead of regulatory obligations.
AI flags risks before they become issues.
Generate reports with full transparency and traceability
Tailor AI agents to evolving regulations and firm-specific policies.
Automate due diligence and risk assessments for client onboarding.
AI compiles and validates compliance documentation in real-time.
Ensure adherence to internal governance frameworks with AI-driven checks.
Investment professionals spend countless hours gathering data, reading reports, and synthesizing information for internal and external stakeholders. Romina’s AI research teams automate this process —delivering real-time insights, portfolio updates, and market intelligence at unprecedented speed.
AI scans financial data, news, and research reports in real time.
AI tailors reporting to specific portfolio strategies and investor needs.
AI-generated reports integrate directly into internal dashboards and client presentations.
AI teams generate automated performance and attribution reports.
Identify key trends and risks with AI-curated research.
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Deliver personalized, AI-generated insights for investors and leadership teams.
Unlock the power of AI-driven multi-agent teams. Let’s discuss how Romina AI can transform your investment operations.