7 workflow automations purpose-built on top of Bloomberg AIM — no data leaves your system, no parallel tool for your team to learn.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Bloomberg AIM, Enfusion, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from Bloomberg AIM data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
AI ingests each document into Bloomberg AIM, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from Bloomberg AIM or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Bloomberg AIM for any repetitive process. Tell us what you'd automate.
