Always-on
portfolio management
Event-driven AI oversight that keeps every portfolio in focus
Event-driven intelligence, not end-of-day batches
Real-time scanning across markets, positions, and operations
Risks and exceptions surface as they happen
Integrated with your OMS/EMS and custody
Atlantis philosophy
Built by
fund managers,
for fund managers
We've been there—lost in spreadsheets and outdated tools.
So we built Atlantis, an AI platform that clears the clutter and boosts productivity.
Now, fund managers can focus on what really drives results: performance and growth.
What Atlantis delivers
Transform oversight into foresight
Live exception management
Issues surface as they develop—aligned to policy
Real-time portfolio state
Positions and exposures update continuously—no batch waits
Explainable by design
Every alert includes drivers and rationale
Deploy model portfolios with guardrails
Turn research into live strategies safely and quickly
Integrated with your systems
Connects directly with your OMS/EMS and custodians for smooth workflows
Contextual portfolio insights
Trades, holdings, news, and transcripts combined for deeper awareness
What makes Atlantis different
Scalable. Explainable. Practitioner-built.
Event-driven,not periodic
Continuous, intraday updates for instant visibility—no end- of-day surprises
Augmentation,not replacement
Built by former fund managers, quants, and risk pros, Atlantis improves precision while your judgment stays central
Multi-agent architecture
Specialized AI agents mirror analyst workflows to scale oversight across portfolios
What we cover
Atlantis features
Standard
Portfolio oversight & controls
Investment book of records
Custody reconciliation workflow
Corporate action monitoring
Restriction lists & compliance rules
Benchmarks & model portfolios
Trading & execution
Equity & futures order algorithms
FX order algorithms
Trade execution monitor
Risk & performance
Standard risk model
Standard risk analytics
Automation & intelligence
Advanced tools
Advanced
Portfolio oversight & controls
Investment book of records
Custody reconciliation workflow
Corporate action monitoring
Restriction lists & compliance rules
Benchmarks & model portfolios
Benchmark vendor connectivity
Trading & execution
Equity & futures order algorithms
FX order algorithms
Trade execution monitor
Broker FIX connectivity
Risk & performance
Standard risk model
Standard risk analytics
Factor based risk model
Advanced risk analytics
Automation & intelligence
Optimizer
End-of-day checks algorithms
ETF basket management
Advanced tools
APIs to build custom tools
AI agents for earning calls and 10-K
Enterprise
Portfolio oversight & controls
Investment book of records
Custody reconciliation workflow
Corporate action monitoring
Restriction lists & compliance rules
Benchmarks & model portfolios
Benchmark vendor connectivity
Trading & execution
Equity & futures order algorithms
FX order algorithms
Trade execution monitor
Broker FIX connectivity
Multi-broker FIX connectivity
Risk & performance
Standard risk model
Standard risk analytics
Factor based risk model
Advanced risk analytics
Performance attribution
Automation & intelligence
Optimizer
End-of-day checks algorithms
ETF basket management
Custody reconciliation algorithms
Corp action election algorithms
Automated futures roll algorithms
Advanced tools
APIs to build custom tools
AI agents for earning calls and 10-K
AI agents for all IR documents
AI agents to analyze data
AI agents to customize workflows
Standard
Advanced
Enterprise
Portfolio oversight & controls
Eliminate manual workload, focus on creating value
Investment book of records
Custody reconciliation workflow
Corporate action monitoring
Restriction lists & compliance rules
Benchmarks & model portfolios
Benchmark vendor connectivity
Trading & execution
Simplify order flow, reduce trade execution risk
Equity & futures order algorithms
FX order algorithms
Trade execution monitor
Broker FIX connectivity
Multi-broker FIX connectivity
Risk & performance
Reveal exposure and performance drivers for confident oversight
Standard risk model
Standard risk analytics
Factor based risk model
Advanced risk analytics
Performance attribution
Automation & intelligence
Automate routine processes to accelerate and improve decisions
Optimizer
End-of-day checks algorithms
ETF basket management
Custody reconciliation algorithms
Corp action election algorithms
Automated futures roll algorithms
Advanced tools
Extend and optimize workflows with APIs + AI
APIs to build custom tools
AI agents for earning calls and 10-K
AI agents for all IR documents
AI agents to analyze data
AI agents to customize workflows
Transition without disruption
Guided onboarding
We understand platform migration can be daunting. Atlantis ensures a smooth, transparent transition, minimizing operational risk at every step.
Operational continuity
Atlantis runs in parallel with your existing systems until validated. No disruption, no coverage gaps.
Hands-on implementation
Our team partners with yours on migration, data mapping, and workflow setup—and stays through launch.
Transparent migration
Every position, trade, and workflow is transferred with full visibility, reconciliation checks, and an audit trail.
Experience Atlantis
Talk to our team
See Atlantis in action—real‑time clarity and control for investment management.
