Assetstack.ai Agentic Investment Operations
nGenie domain agents handle research synthesis, portfolio monitoring, and investor reporting so your PMs and analysts focus on investment decisions, not data assembly. Generative UI creates role-specific workspaces for every seat at your firm.
Each seat gets a dedicated agent
Portfolio Manager
Your nGenie PM agent assembles a real-time view of every position, factor exposure, and risk metric across your book. When a macro event hits, the agent surfaces the portfolio impact before you ask: which positions are affected, what the P&L sensitivity looks like, and what rebalancing options exist. The generative UI presents a decision workspace tailored to the event, not a static dashboard you have to interpret. Your PM acts on insight, not on data retrieval.
Research Analyst
Before your analyst starts their morning, the nGenie research agent has already read every 10-K filing, earnings transcript, and broker note published overnight. It synthesizes the signal: what changed, what matters for your positions, and what contradicts your current thesis. The analyst opens a research brief, not a reading list. When they want to go deeper, the agent pulls primary data from supply chain signals, satellite imagery, and web traffic in seconds.
Risk Manager
Your nGenie risk agent runs continuous stress tests across the portfolio, not just end-of-day snapshots. It monitors factor concentration, liquidity risk, and correlation shifts in real time. When a risk threshold is approaching, the agent alerts your risk manager with a generative UI that shows the specific positions driving the exposure, historical precedents, and hedging options. Your risk team prevents problems instead of reporting on them after the fact.
How your investment process actually changes
Analyst spends 3-4 hours reading filings and broker notes, manually building a thesis document, and searching for supporting data across multiple terminals.
nGenie research agent delivers a synthesized brief with key changes, thesis implications, and supporting alternative data. Analyst spends their time challenging the thesis, not assembling it.
PM identifies drift, requests analytics from the quant team, waits for risk sign-off, then manually enters trades across multiple execution platforms.
nGenie PM agent detects drift in real time, generates rebalancing scenarios with risk impact, and presents a decision-ready workspace. PM approves, and the agent coordinates execution across venues.
Operations team spends 5-7 days each quarter pulling data from multiple systems, building attribution analysis, and formatting reports for each investor segment.
nGenie agents continuously maintain attribution data and performance metrics. Quarterly reports generate automatically with segment-specific commentary. Operations team reviews and approves in hours.
What you will not find elsewhere
Agents That Speak Capital Markets
nGenie agents understand factor models, attribution methodologies, GIPS standards, and multi-asset portfolio construction natively. They do not need to be taught your investment process. They carry deep knowledge of how buy-side firms actually operate.
Generative UI for Every Seat
Your PM sees a portfolio decision workspace. Your analyst sees a research synthesis screen. Your risk manager sees a real-time exposure dashboard. Each interface is generated by nGenie based on the role and the current market context, not a generic analytics tool.
Just-in-Time Data from 50+ Sources
nGenie agents pull exactly the data needed for the current analysis: earnings transcripts from SEC, satellite imagery for supply chain signals, web traffic for consumer thesis validation, social sentiment for event detection. Data arrives assembled and contextualized, not raw.
Forward-Deployed Engineers on the Buy Side
Our engineers have worked inside hedge funds and asset managers. They understand your OMS, your risk systems, and your reporting requirements. They work alongside your investment team, not from a generic support queue.
What changes when you switch
Investment firms like yours
Hedge Funds
$500M+ AUMnGenie agents give your team the research speed and data depth that used to require a 50-person operation. Your edge stays in your investment judgment, not in who can read filings fastest.
Asset Managers
$1B+ AUMScale your investment process and reporting without scaling headcount. nGenie agents handle the data assembly and report generation so your team focuses on investment decisions and client relationships.
Family Offices
Multi-AssetnGenie agents consolidate views across every asset class, manager, and custodian. One generative workspace to understand your total exposure, performance attribution, and tax implications.
nGenie agents across your entire investment operation
Assetstack runs on the NSTACK platform. nGenie domain agents handle discovery, interface generation, data orchestration, and operations management. Forward-deployed engineers who have worked inside buy-side firms work alongside your investment team at every stage.
See what nGenie agents find in your investment process
Connect nGenie to your research and portfolio systems. Get a discovery assessment with real ROI projections in weeks, not months.