Operations AI
Budget: $750 – $1,500 USD
I am looking for a prototype for a program that uses AI to helps with daily Operations.
1 - The prototype should be able to reconcile the NAVs for the portfolio and find the discrepancy and provide an explanation. It should understand every component of the NAV (Market Value, receivables, payables, accrued income and fees accrual) and it should be able to find out if there is any missing trades.
2- To help fill KYC documents using the already existing information on the company/individual.
3- It should be able to write letters for internal purposes (ex:Letter Instruction to transfer cash)
1 - The prototype should be able to reconcile the NAVs for the portfolio and find the discrepancy and provide an explanation. It should understand every component of the NAV (Market Value, receivables, payables, accrued income and fees accrual) and it should be able to find out if there is any missing trades.
2- To help fill KYC documents using the already existing information on the company/individual.
3- It should be able to write letters for internal purposes (ex:Letter Instruction to transfer cash)