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Everysk

by Everysk Technologies · Since 2016
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Active1+ countriesCloud
Quick facts
VendorEverysk Technologies
Year launched2016
StatusActive
Location413 W 14th St, New York, NY 10014, US
Countries served1+
Languages6
Integrations7+
Free tier
Free trial
Contact salesYES

About Everysk

Everysk is a data analytics platform from Everysk Technologies that provides insights for financial institutions. It offers advanced data visualization, predictive analytics, and regulatory compliance tools so organizations can make informed decisions. Everysk helps users to analyze vast amounts of data, predict market trends, and ensure compliance with industry regulations. The platform is designed to support complex data requirements, making it suitable for various financial applications. Key capabilities: data visualization predictive analytics compliance reporting risk management customizable dashboards Best for: financial analysts and compliance officers that need to analyze data and ensure regulatory adherence.

Everysk, developed by Everysk Technologies, is a comprehensive risk-management and portfolio-analytics platform designed for institutional investors, asset managers, hedge funds, family offices, and wealth managers. Its primary purpose is to automate risk workflows ingesting portfolio data, running advanced analytics, generating reports, and issuing real-time alerts. The platform supports multi-asset, multi-currency portfolios and handles equities, bonds, derivatives, structured products, and private assets. A defining characteristic of Everysk is its no-code automation engine, which allows firms to build end-to-end risk and compliance workflows with ease. Everysk features a modern, web-based interface centered on a drag-and-drop workflow builder. Users construct “robots” modular components that automate tasks such as data ingestion, compliance checks, risk calculations, and report distribution. This low-code approach makes the interface intuitive and especially appealing for firms without substantial engineering resources. Navigation is clean and consistent, and the platform avoids clutter by organizing functionality into well-structured modules.

Pros & Cons

What users like
  • +No-code platform allows non-technical investment teams to build custom workflows.
  • +90% time reduction for daily routines, significantly boosting productivity.
  • +Robust risk engine handles complex multi-asset, multi-currency portfolio analysis.
  • +AI-powered robots and RAG simplify complex tasks like deep document review.
  • +Automated intraday alerts and compliance monitoring enhance operational resilience.
What users flag
  • Starting price is high at $1,000/ month per feature, potentially costly.
  • Requires domain expertise for effective workflow creation and robot configuration.
  • The total cost of implementation and integration assistance is not detailed.
  • Integration dependency on third-party systems like Enfusion is high.
  • Focus is niche, targeting only Capital Markets and investment firms.

Features

Key features

No-Code/Low-Code Workflow Automation
Allows investment managers to drag and drop financial "robots" to create complex, robust, and repeatable investment processes without requiring technical coding expertise.
AI-Powered Robots and RAG
Includes 64+ pre-built "robots" and new AI-powered tools (e.g., Retrieval-Augmented Generation) that accelerate tasks like complex data analysis and document conversion.
Robust Multi-Asset Class Risk Coverage
Features a powerful calculation engine that simulates thousands of outcomes, providing precise risk analysis across 50+ asset classes and currencies.
Integrated Data Refinery & Datastores
Acts as a focal point to blend all data—from vendors, custom APIs, and its own calculations to produce high-value analytics for reports and alerts.
Automated Portfolio Monitoring & Intraday Alerts
Enables the automatic monitoring of risk limits for 20,000+ multi-asset portfolios and triggers timely, intra-day email alerts for breaches.
Historical Contextualization of Risk
Proactively identifies risk by comparing today’s portfolio analytics with historical data and prior market conditions for smarter, context-aware decisions.

Additional features

No-Code/Low-Code Automation
Enables users (non-developers) to digitize repetitive tasks without needing to write custom code.
Financial Robots (64+ pre-built)
Digital workers that perform specific, automatable tasks like data exploration, risk calculation, and report generation.
Investment Workflows (25+ pre-built)
Robust, repeatable processes built by chaining robots together for common tasks like pre-trade compliance and data reconciliation.
Datastores
An organized repository and data refinery to blend, store, and manipulate all portfolio data.
API (Application Programming Interface)
An open interface that allows clients to inject custom data, build custom robots in Python/Javascript, and control workflows.
Portfolio Analytics
Tools to proactively identify sources of risk, uncover portfolio exposures, and analyze performance.
Multi-Asset Class & Multi-Currency Risk Coverage
The calculation engine handles complex, multi-layered portfolios (e.g., equities, crypto, long/short).
Contextualize Today's Portfolio Analytics
Compares current risk and exposure metrics to historical trends for better decision-making.
Monitor Risk Limits & Intraday Alerts
Sets and tracks risk thresholds and sends alerts via email (or integrations like MS Teams/Slack) when limits are breached.
Pre-Trade Compliance
A workflow use case that automatically tests trades for compliance breaches before execution.
Trade Approval
A workflow use case for automating the process of getting trades approved.
Aggregate Portfolio Data
Functionality to consolidate positions from multiple brokers and custodians into a single view.
Integrate 3rd Parties
An open platform to seamlessly integrate data from other vendors and systems (e.g., Bloomberg, Enfusion).
Report Generation & Scheduling
The ability to create custom, interactive reports and automate their generation and secure distribution.

Pricing

Free trial
Free version
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Countries & Languages

1
Countries served
6
Interface languages
10
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanPortugueseItalian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇭🇰HKD

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