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Alkymi is the end-to-end solution for managing your investment document processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, we’re changing how financial services firms access their data—empowering them to service more clients, quickly pivot investment strategies, and increase their revenue per employee.

Using cutting-edge AI and machine learning, Alkymi transforms unstructured financial documents into standardized datasets. Custom machine learning models trained to our clients’ specifications enable firms to increase efficiency by capturing the data they need from their document workflows, from Capital Notices and Schedules of Investments to Confidential Information Memorandums.

Alkymi helps clients like Interactive Brokers, SimCorp, and Strategic Investment Group unlock their investment and market data by giving them the tools to understand, transform, and leverage critical data found in unstructured documents.

Key Features

Manage all of your investment document workflows with a single end-to-end platform. Alkymi’s offerings and features include:

  • Automated document workflows: Alkymi offers automated workflows called Patterns, powered by AI and machine learning, to transform investment documents into actionable data. Patterns specify how data is extracted, transformed, and validated, regardless of the document’s format. Choose from pre-configured Patterns designed for common financial documents like capital notices and brokerage statements, configure an existing Pattern to meet your requirements, or work with us to build a bespoke Pattern customized for your use case.
  • Portal Document Retrieval: With our full service portal document retrieval solution, Alkymi can collect your documents from portals and data rooms on your behalf and automatically import them to the Alkymi platform for processing.
  • Data Inbox: Manage all your documents from Data Inbox. Seamlessly connect your data sources and downstream systems and keep your data moving, so you can stay ahead of your competition.
  • Next-level data restructuring: Automatically reformat data points from your documents according to your rules. No extra manual steps for your team—just better data.
  • Automatic data validation: Instant data cleanup with standard and custom-built validation checks. Get 100% actionable and structured data every time, guaranteed.
  • Integrations and connections: Export your structured data, send everything you’ve captured directly into your business systems, or trigger additional business workflows using our API.

Key Benefits

  • Service more clients: Supercharge your workflows and capture more data, faster, giving you the bandwidth to serve more clients and scale your firm.
  • Increase your revenue per employee: Improve your operational efficiency, boost output, and empower your team to focus on higher value work.
  • Launch new investment strategies: Respond to changing markets and capture new opportunities faster with access to deeper levels of data for analysis.
  • Utilize the most advanced AI, ML and LLM technology available on the market: Tackle even your most complex document use cases with automation powered by cutting-edge AI, tailored to your firm’s needs.