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Description
OnCorps provides a next-generation AI platform designed to automate fund operations by deploying intelligent agents that replicate the judgment and precision typically required from experienced analysts. These agents read, reconcile, and validate accounting and trading data, identifying anomalies long before they can affect NAV calculations or downstream processes. Major global firms rely on OnCorps to reduce operational workload, eliminate unnecessary review cycles, and produce transparent, repeatable audit trails. Pimco, Natixis, and other industry leaders have reported dramatic improvements—from 50–60% review-time reduction to near-total elimination of certain manual oversight tasks. With AI research ties to institutions like Harvard, Yale, and MIT, OnCorps builds specialized agents that deeply understand financial transactions and regulatory requirements. The platform centralizes and indexes all operational data, enabling comprehensive oversight and measurable agent performance tracking. Enterprise-grade security and certifications ensure that sensitive financial information remains protected. Ultimately, OnCorps transforms fund operations from reactive error correction to proactive, AI-driven accuracy and efficiency.
Description
Sonny9 is an innovative AI-driven front office solution tailored for professional services firms, aimed at optimizing the management of client onboarding, document collection, and communications. This platform automates the collection of client data, ensures thorough document validation, and engages in real-time follow-up inquiries, thereby facilitating prompt information delivery from clients. With seamless integration into major tools like QuickBooks, Sage, and Google Drive, Sonny9 allows firms to eliminate tedious tasks, enhance data management, and concentrate on more impactful projects. Furthermore, it empowers firms to efficiently handle client interactions by automating monthly data intake and providing immediate responses to any questions regarding documents. In addition to these features, the platform conducts initial analyses, creates reports, and updates the firm's central records, ultimately increasing team efficiency and conserving valuable time. By streamlining the document processing speed and enhancing communication channels, Sonny9 effectively alleviates client anxiety while boosting overall workforce productivity, making it an essential tool for modern firms. This powerful solution not only saves time but also fosters a more organized workflow, resulting in a better service experience for clients.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Box
Google Drive
QuickBooks Online
Sage 100
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OnCorps AI
Founded
2011
Country
United States
Website
www.oncorps.ai/
Vendor Details
Company Name
Bitskout
Founded
2022
Country
United States
Website
www.sonny9.com
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management