New Client Onboarding for Hedge Fund Operations Managers with Bloomberg AIM
The Problem
Onboarding a new Hedge Fund Ops client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.
What We Build in Bloomberg AIM
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Bloomberg AIM, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Bloomberg AIM — uses the native API or agent integration so nothing leaves the system of record.
Bloomberg AIM Integration Approach
Audit your Bloomberg AIM configuration
We map the specific Bloomberg AIM objects, custom fields, and workflows the automation needs to touch for your hedge fund ops practice.
Build on the Bloomberg AIM API or agent
Integration happens inside Bloomberg AIM — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Bloomberg AIM with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bloomberg AIM instance
30-minute call. We'll look at your actual Bloomberg AIM setup and show exactly how this workflow fits.