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Everysk
AI-embedded workflow automation for investment operations
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Everysk overview
What is Everysk?
Everysk is the intelligent automation platform built for investment operations. Capital markets firms use Everysk to replace manual, spreadsheet-driven processes with no-code automated workflows powered by hundreds of specialized digital robots.
The platform serves hedge funds, asset managers, wealth managers, family offices, fund administrators, and crypto funds — delivering automation across front, middle, and back office operations including trade processing, compliance monitoring, risk analytics, portfolio reporting, and data reconciliation.
Everysk's workflow engine allows investment professionals to visually connect modular robots — each performing a specific task such as retrieving positions from brokers, running risk calculations, generating client reports, or distributing alerts — into fully automated, repeatable processes. No coding is required. Workflows can be triggered on a schedule, via API, or through file transfers, and every execution produces a complete audit trail.
The platform's AI capabilities include agentic AI for natural-language-driven workflow execution, generative AI for custom robot creation and portfolio narratives, and machine learning-powered insight automations that contextualize historical market conditions for better decision-making. Everysk's RAG (Retrieval-Augmented Generation) and Deep Research robots extend automation into document analysis, regulatory filing review, and ad-hoc portfolio research.
Everysk integrates with major brokers, custodians, administrators, and data providers. A flexible API enables seamless connection to existing systems and third-party platforms including Enfusion and Addepar.
Key capabilities include multi-asset portfolio analytics with a powerful Monte Carlo risk engine, customizable drag-and-drop report builder with white-label distribution, real-time compliance monitoring and alerts, VaR calculations and backtesting, stress testing and risk attribution, and automated data ingestion and normalization across 337+ data sources.
Firms using Everysk report managing 8x more portfolios, automating 100% of reporting workflows, and achieving a 90% reduction in time spent on operational tasks — enabling teams to focus on high-impact investment decisions rather than manual data processing.
Everysk was recognized as the winner of HFM's "Best AI Solution & Tool" award in 2025. The platform is trusted by institutional firms globally and backed by integrations with industry leaders .
Key benefits of using Everysk
Replace spreadsheet-driven operations with no-code workflows that connect directly to your brokers, custodians, and data providers — eliminating manual data entry and reducing errors.
Scale your operations without scaling headcount. Firms using Everysk manage 8x more portfolios using the same team by automating repetitive front, middle, and back office tasks.
Monitor compliance in real time with automated pre-trade and post-trade checks, intraday alerts, and a full audit trail for every workflow execution.
Gain deeper portfolio insights with a multi-asset risk engine that runs Monte Carlo simulations, stress tests, VaR calculations, and risk attribution across all positions in seconds.
Deploy in days, not months. Everysk's library of hundreds of pre-built robots and ready-to-use workflow templates means firms can go live quickly without custom development or lengthy implementation cycles.
Leverage AI to work smarter — agentic AI executes multi-step workflows from natural language prompts, generative AI creates custom robots and portfolio narratives, and insight automations surface patterns human analysts would miss.
Integrate seamlessly with your existing technology stack through Everysk's flexible API and pre-built integrations to dozens of prime brokers and administrators and software platforms.
Starting price
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Starting from
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Everysk has the following pricing plans:
Starting from: $1000.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)
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Q. Who are the typical users of Everysk?
Everysk has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Everysk support?
Everysk supports the following languages:
English, Portuguese
Q. Does Everysk offer an API?
Yes, Everysk has an API available for use.
Q. What other apps does Everysk integrate with?
Everysk integrates with the following applications:
Claude, B3, Excel Add-ins, Enfusion, Bloomberg Terminal, Google Workspace, Google Drive, Pipedrive, Microsoft Teams, Gemini, Slack, Microsoft 365, Gemini, ChatGPT, Tableau, GEMINI Pro, SS&C Blue Prism, Replit, Eze Eclipse, LSEG Risk Intelligence
Q. What level of support does Everysk offer?
Everysk offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat























