90% faster rebalancing
AI agent for Index Providers
From manual rebalancing to automated precision
Delegate index rebalancing to a specialized AI agent. It monitors market capitalizations, applies your methodology rules, tracks corporate actions, and generates constituent change lists with complete audit trails, allowing your index team to focus on methodology development and client relationships.
Ideal for
Index Providers
Index Operations
Quantitative Research
See AI agent for Index Providers in action
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See AI agent for Index Providers in action
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See AI agent for Index Providers in action
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Q4 Index Rebalancing
See AI agent for Index Providers in action
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Time comparison
Time comparison
Traditional way
3-5 days per rebalancing
With V7 Go agents
2-4 hours
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Market Cap Monitoring
Continuously tracks market capitalizations across thousands of securities, applying float-adjusted calculations and methodology-specific rules to identify constituents meeting inclusion or deletion thresholds.
Automated Market Cap Monitoring
Continuously tracks market capitalizations across thousands of securities, applying float-adjusted calculations and methodology-specific rules to identify constituents meeting inclusion or deletion thresholds.
Automated Market Cap Monitoring
Continuously tracks market capitalizations across thousands of securities, applying float-adjusted calculations and methodology-specific rules to identify constituents meeting inclusion or deletion thresholds.
Automated Market Cap Monitoring
Continuously tracks market capitalizations across thousands of securities, applying float-adjusted calculations and methodology-specific rules to identify constituents meeting inclusion or deletion thresholds.
Corporate Action Processing
Automatically ingests and processes corporate actions including mergers, acquisitions, spin-offs, delistings, and stock splits, ensuring index composition reflects real-time market structure changes.
Corporate Action Processing
Automatically ingests and processes corporate actions including mergers, acquisitions, spin-offs, delistings, and stock splits, ensuring index composition reflects real-time market structure changes.
Corporate Action Processing
Automatically ingests and processes corporate actions including mergers, acquisitions, spin-offs, delistings, and stock splits, ensuring index composition reflects real-time market structure changes.
Corporate Action Processing
Automatically ingests and processes corporate actions including mergers, acquisitions, spin-offs, delistings, and stock splits, ensuring index composition reflects real-time market structure changes.
Methodology Rule Application
Applies complex eligibility criteria including liquidity screens, free float requirements, sector classifications, and buffer rules with complete consistency across all rebalancing cycles.
Methodology Rule Application
Applies complex eligibility criteria including liquidity screens, free float requirements, sector classifications, and buffer rules with complete consistency across all rebalancing cycles.
Methodology Rule Application
Applies complex eligibility criteria including liquidity screens, free float requirements, sector classifications, and buffer rules with complete consistency across all rebalancing cycles.
Methodology Rule Application
Applies complex eligibility criteria including liquidity screens, free float requirements, sector classifications, and buffer rules with complete consistency across all rebalancing cycles.
Multi-Index Coordination
Manages rebalancing across multiple related indices simultaneously, ensuring consistent treatment of overlapping constituents and maintaining proper index family hierarchies.
Multi-Index Coordination
Manages rebalancing across multiple related indices simultaneously, ensuring consistent treatment of overlapping constituents and maintaining proper index family hierarchies.
Multi-Index Coordination
Manages rebalancing across multiple related indices simultaneously, ensuring consistent treatment of overlapping constituents and maintaining proper index family hierarchies.
Multi-Index Coordination
Manages rebalancing across multiple related indices simultaneously, ensuring consistent treatment of overlapping constituents and maintaining proper index family hierarchies.
Weight Calculation Precision
Calculates constituent weights using methodology-specific formulas, applies capping rules, and generates precise share counts for index tracking, eliminating calculation errors that impact fund performance.
Weight Calculation Precision
Calculates constituent weights using methodology-specific formulas, applies capping rules, and generates precise share counts for index tracking, eliminating calculation errors that impact fund performance.
Weight Calculation Precision
Calculates constituent weights using methodology-specific formulas, applies capping rules, and generates precise share counts for index tracking, eliminating calculation errors that impact fund performance.
Weight Calculation Precision
Calculates constituent weights using methodology-specific formulas, applies capping rules, and generates precise share counts for index tracking, eliminating calculation errors that impact fund performance.
Complete Audit Trail
Documents every rebalancing decision with citations to source data, methodology rules applied, and calculation steps, creating a defensible record for regulatory review and client inquiries.
Complete Audit Trail
Documents every rebalancing decision with citations to source data, methodology rules applied, and calculation steps, creating a defensible record for regulatory review and client inquiries.
Complete Audit Trail
Documents every rebalancing decision with citations to source data, methodology rules applied, and calculation steps, creating a defensible record for regulatory review and client inquiries.
Complete Audit Trail
Documents every rebalancing decision with citations to source data, methodology rules applied, and calculation steps, creating a defensible record for regulatory review and client inquiries.
Processes all index rebalancing inputs
To deliver accurate constituent and weight changes.
Get started
Get started
Import your files
Snowflake
,
Microsoft Excel
,
Tableau
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your index methodology.
Connect AI to your index methodology.
Turn rebalancing rules into automated precision.
Turn rebalancing rules into automated precision.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Index methodologies come in varied formats. This agent handles everything from detailed PDF rulebooks to complex Excel calculation templates, extracting eligibility criteria and weighting formulas regardless of document structure.
Input types
50+ languages
Complex Formulas
200 pages
Multi-modal
Document types
PDFs
Data Feeds
Complex Tables
Financial Data
Excel Models
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Index methodologies come in varied formats. This agent handles everything from detailed PDF rulebooks to complex Excel calculation templates, extracting eligibility criteria and weighting formulas regardless of document structure.
Input types
50+ languages
Complex Formulas
200 pages
Multi-modal
Document types
PDFs
Data Feeds
Complex Tables
Financial Data
Excel Models
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Index methodologies come in varied formats. This agent handles everything from detailed PDF rulebooks to complex Excel calculation templates, extracting eligibility criteria and weighting formulas regardless of document structure.
Input types
50+ languages
Complex Formulas
200 pages
Multi-modal
Document types
PDFs
Data Feeds
Complex Tables
Financial Data
Excel Models
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Index rebalancing demands absolute precision. The agent uses multi-step verification workflows to ensure market cap calculations, weight adjustments, and share counts are accurate to the decimal place required for institutional tracking.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Index rebalancing demands absolute precision. The agent uses multi-step verification workflows to ensure market cap calculations, weight adjustments, and share counts are accurate to the decimal place required for institutional tracking.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Index rebalancing demands absolute precision. The agent uses multi-step verification workflows to ensure market cap calculations, weight adjustments, and share counts are accurate to the decimal place required for institutional tracking.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every rebalancing decision is defensible. Each constituent change, weight adjustment, and calculation is visually linked to its source data and methodology rule, creating a complete audit trail for regulatory review and client inquiries.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every rebalancing decision is defensible. Each constituent change, weight adjustment, and calculation is visually linked to its source data and methodology rule, creating a complete audit trail for regulatory review and client inquiries.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Every rebalancing decision is defensible. Each constituent change, weight adjustment, and calculation is visually linked to its source data and methodology rule, creating a complete audit trail for regulatory review and client inquiries.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Index methodologies and constituent data are highly confidential intellectual property. V7 Go processes all rebalancing calculations within your secure environment, ensuring proprietary rules and market data remain protected.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Index methodologies and constituent data are highly confidential intellectual property. V7 Go processes all rebalancing calculations within your secure environment, ensuring proprietary rules and market data remain protected.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Index methodologies and constituent data are highly confidential intellectual property. V7 Go processes all rebalancing calculations within your secure environment, ensuring proprietary rules and market data remain protected.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Index Providers
How does the agent handle buffer rules and turnover minimization?
The agent applies your methodology's buffer rules precisely, maintaining separate thresholds for additions and deletions to minimize unnecessary turnover. It can model the impact of different buffer scenarios and recommend optimal settings based on historical turnover analysis.
+
How does the agent handle buffer rules and turnover minimization?
The agent applies your methodology's buffer rules precisely, maintaining separate thresholds for additions and deletions to minimize unnecessary turnover. It can model the impact of different buffer scenarios and recommend optimal settings based on historical turnover analysis.
+
How does the agent handle buffer rules and turnover minimization?
The agent applies your methodology's buffer rules precisely, maintaining separate thresholds for additions and deletions to minimize unnecessary turnover. It can model the impact of different buffer scenarios and recommend optimal settings based on historical turnover analysis.
+
Can it process real-time corporate actions during rebalancing periods?
Yes. The agent continuously monitors corporate action feeds and can incorporate material events that occur during the rebalancing calculation period, ensuring the final constituent list reflects the most current market structure.
+
Can it process real-time corporate actions during rebalancing periods?
Yes. The agent continuously monitors corporate action feeds and can incorporate material events that occur during the rebalancing calculation period, ensuring the final constituent list reflects the most current market structure.
+
Can it process real-time corporate actions during rebalancing periods?
Yes. The agent continuously monitors corporate action feeds and can incorporate material events that occur during the rebalancing calculation period, ensuring the final constituent list reflects the most current market structure.
+
How does it ensure calculation accuracy for complex weighting schemes?
The agent uses multi-step verification workflows that cross-check weight calculations against methodology rules, validate that total weights sum correctly, and flag any anomalies for review. Every calculation is linked to its source data with AI Citations for complete transparency.
+
How does it ensure calculation accuracy for complex weighting schemes?
The agent uses multi-step verification workflows that cross-check weight calculations against methodology rules, validate that total weights sum correctly, and flag any anomalies for review. Every calculation is linked to its source data with AI Citations for complete transparency.
+
How does it ensure calculation accuracy for complex weighting schemes?
The agent uses multi-step verification workflows that cross-check weight calculations against methodology rules, validate that total weights sum correctly, and flag any anomalies for review. Every calculation is linked to its source data with AI Citations for complete transparency.
+
What data sources does the agent integrate with?
The agent connects to major market data providers for pricing and corporate actions, integrates with your internal methodology documentation stored in Knowledge Hubs, and can ingest custom data feeds for specialized index requirements.
+
What data sources does the agent integrate with?
The agent connects to major market data providers for pricing and corporate actions, integrates with your internal methodology documentation stored in Knowledge Hubs, and can ingest custom data feeds for specialized index requirements.
+
What data sources does the agent integrate with?
The agent connects to major market data providers for pricing and corporate actions, integrates with your internal methodology documentation stored in Knowledge Hubs, and can ingest custom data feeds for specialized index requirements.
+
How does it handle sector and industry classification changes?
The agent monitors classification system updates from providers like GICS or ICB, applies reclassification rules according to your methodology, and can model the impact of classification changes on sector-based indices before implementation.
+
How does it handle sector and industry classification changes?
The agent monitors classification system updates from providers like GICS or ICB, applies reclassification rules according to your methodology, and can model the impact of classification changes on sector-based indices before implementation.
+
How does it handle sector and industry classification changes?
The agent monitors classification system updates from providers like GICS or ICB, applies reclassification rules according to your methodology, and can model the impact of classification changes on sector-based indices before implementation.
+
What is the output format for rebalancing decisions?
The agent delivers structured outputs including constituent change lists, weight adjustments, share count calculations, and implementation schedules in formats compatible with your index management systems, typically Excel, CSV, or direct API integration.
+
What is the output format for rebalancing decisions?
The agent delivers structured outputs including constituent change lists, weight adjustments, share count calculations, and implementation schedules in formats compatible with your index management systems, typically Excel, CSV, or direct API integration.
+
What is the output format for rebalancing decisions?
The agent delivers structured outputs including constituent change lists, weight adjustments, share count calculations, and implementation schedules in formats compatible with your index management systems, typically Excel, CSV, or direct API integration.
+
Next steps
Next steps
Still calculating index rebalancing in spreadsheets?
Share your index methodology and recent rebalancing data. We'll show you how our agent can automate constituent selection and weight calculations in hours instead of days.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: