6 workflow automations purpose-built on top of SS&C Eze — 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 SS&C Eze — 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 SS&C Eze — 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 SS&C Eze — 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 SS&C Eze — 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 SS&C Eze — 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 SS&C Eze — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of SS&C Eze for any repetitive process. Tell us what you'd automate.
