24/7 portfolio monitoring
AI agent for Prime Brokerage Relationship Managers
Real-time margin monitoring for institutional clients
Delegate continuous margin and collateral monitoring to a specialized AI agent. It tracks position changes, calculates margin requirements, validates collateral eligibility, and alerts you to potential issues before they become problems, allowing your team to focus on strategic client relationships.
Ideal for
Prime Brokerage Teams
Risk Management
Client Services
See AI agent for Prime Brokerage Relationship Managers in action
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See AI agent for Prime Brokerage Relationship Managers in action
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See AI agent for Prime Brokerage Relationship Managers in action
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Margin Alert - Quantum Capital
See AI agent for Prime Brokerage Relationship Managers in action
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Time comparison
Time comparison
Traditional way
2-3 hours per client
With V7 Go agents
Real-time monitoring
Average time saved
90%
Why V7 Go
Why V7 Go
Continuous Margin Calculation
Automatically calculates margin requirements across all positions in real-time, accounting for position changes, price movements, and concentration limits to provide accurate exposure metrics.
Continuous Margin Calculation
Automatically calculates margin requirements across all positions in real-time, accounting for position changes, price movements, and concentration limits to provide accurate exposure metrics.
Continuous Margin Calculation
Automatically calculates margin requirements across all positions in real-time, accounting for position changes, price movements, and concentration limits to provide accurate exposure metrics.
Continuous Margin Calculation
Automatically calculates margin requirements across all positions in real-time, accounting for position changes, price movements, and concentration limits to provide accurate exposure metrics.
Collateral Eligibility Validation
Validates collateral eligibility against your firm's haircut schedules and concentration limits, flagging any securities that no longer meet acceptance criteria due to rating changes or liquidity concerns.
Collateral Eligibility Validation
Validates collateral eligibility against your firm's haircut schedules and concentration limits, flagging any securities that no longer meet acceptance criteria due to rating changes or liquidity concerns.
Collateral Eligibility Validation
Validates collateral eligibility against your firm's haircut schedules and concentration limits, flagging any securities that no longer meet acceptance criteria due to rating changes or liquidity concerns.
Collateral Eligibility Validation
Validates collateral eligibility against your firm's haircut schedules and concentration limits, flagging any securities that no longer meet acceptance criteria due to rating changes or liquidity concerns.
Threshold Breach Alerts
Monitors accounts against maintenance margin thresholds and sends proactive alerts when portfolios approach critical levels, enabling early client communication before margin calls become necessary.
Threshold Breach Alerts
Monitors accounts against maintenance margin thresholds and sends proactive alerts when portfolios approach critical levels, enabling early client communication before margin calls become necessary.
Threshold Breach Alerts
Monitors accounts against maintenance margin thresholds and sends proactive alerts when portfolios approach critical levels, enabling early client communication before margin calls become necessary.
Threshold Breach Alerts
Monitors accounts against maintenance margin thresholds and sends proactive alerts when portfolios approach critical levels, enabling early client communication before margin calls become necessary.
Cross-Product Aggregation
Aggregates margin requirements across equities, fixed income, derivatives, and repo positions to provide a unified view of total client exposure and available borrowing capacity.
Cross-Product Aggregation
Aggregates margin requirements across equities, fixed income, derivatives, and repo positions to provide a unified view of total client exposure and available borrowing capacity.
Cross-Product Aggregation
Aggregates margin requirements across equities, fixed income, derivatives, and repo positions to provide a unified view of total client exposure and available borrowing capacity.
Cross-Product Aggregation
Aggregates margin requirements across equities, fixed income, derivatives, and repo positions to provide a unified view of total client exposure and available borrowing capacity.
Regulatory Compliance Tracking
Ensures margin calculations comply with Reg T, portfolio margin rules, and internal risk limits, automatically documenting compliance for audit trails and regulatory reporting.
Regulatory Compliance Tracking
Ensures margin calculations comply with Reg T, portfolio margin rules, and internal risk limits, automatically documenting compliance for audit trails and regulatory reporting.
Regulatory Compliance Tracking
Ensures margin calculations comply with Reg T, portfolio margin rules, and internal risk limits, automatically documenting compliance for audit trails and regulatory reporting.
Regulatory Compliance Tracking
Ensures margin calculations comply with Reg T, portfolio margin rules, and internal risk limits, automatically documenting compliance for audit trails and regulatory reporting.
Historical Trend Analysis
Tracks margin utilization patterns over time to identify clients with chronic margin pressure or changing risk profiles, supporting proactive relationship management and credit decisions.
Historical Trend Analysis
Tracks margin utilization patterns over time to identify clients with chronic margin pressure or changing risk profiles, supporting proactive relationship management and credit decisions.
Historical Trend Analysis
Tracks margin utilization patterns over time to identify clients with chronic margin pressure or changing risk profiles, supporting proactive relationship management and credit decisions.
Historical Trend Analysis
Tracks margin utilization patterns over time to identify clients with chronic margin pressure or changing risk profiles, supporting proactive relationship management and credit decisions.
Analyzes positions and collateral
To deliver continuous margin visibility.
Get started
Get started
Import your files
Salesforce
,
Microsoft Excel
,
Snowflake
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 margin methodology.
Connect AI to your margin methodology.
Monitor risk across your entire client base in real-time.
Monitor risk across your entire client base in real-time.
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.
Prime brokerage portfolios contain diverse position types and collateral structures. This agent handles everything from equity long/short positions to complex derivative strategies, processing position files, margin statements, and collateral schedules regardless of format.
Input types
Multi-Asset Class
Real-Time Feeds
200 pages
Multi-modal
Document types
PDFs
Data Feeds
Complex Tables
Position Files
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Prime brokerage portfolios contain diverse position types and collateral structures. This agent handles everything from equity long/short positions to complex derivative strategies, processing position files, margin statements, and collateral schedules regardless of format.
Input types
Multi-Asset Class
Real-Time Feeds
200 pages
Multi-modal
Document types
PDFs
Data Feeds
Complex Tables
Position Files
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Prime brokerage portfolios contain diverse position types and collateral structures. This agent handles everything from equity long/short positions to complex derivative strategies, processing position files, margin statements, and collateral schedules regardless of format.
Input types
Multi-Asset Class
Real-Time Feeds
200 pages
Multi-modal
Document types
PDFs
Data Feeds
Complex Tables
Position Files
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Margin calculations demand precision. The agent applies your firm's exact methodologies and haircut schedules to ensure calculations match your official margin system, with every result validated against source positions and pricing data.
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.
Margin calculations demand precision. The agent applies your firm's exact methodologies and haircut schedules to ensure calculations match your official margin system, with every result validated against source positions and pricing data.
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.
Margin calculations demand precision. The agent applies your firm's exact methodologies and haircut schedules to ensure calculations match your official margin system, with every result validated against source positions and pricing data.
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 margin calculation and collateral assessment is fully auditable. The agent links each result back to the specific positions, prices, and haircuts used, creating a complete trail for compliance reviews and client discussions.
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 margin calculation and collateral assessment is fully auditable. The agent links each result back to the specific positions, prices, and haircuts used, creating a complete trail for compliance reviews and client discussions.
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 margin calculation and collateral assessment is fully auditable. The agent links each result back to the specific positions, prices, and haircuts used, creating a complete trail for compliance reviews and client discussions.
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.
Client position data and margin information are highly confidential. V7 Go processes all portfolio data within your secure infrastructure, ensuring client information remains protected and compliant with data privacy regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Client position data and margin information are highly confidential. V7 Go processes all portfolio data within your secure infrastructure, ensuring client information remains protected and compliant with data privacy regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Client position data and margin information are highly confidential. V7 Go processes all portfolio data within your secure infrastructure, ensuring client information remains protected and compliant with data privacy regulations.
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 Prime Brokerage Relationship Managers
How does the agent handle complex derivative positions?
The agent applies your firm's specific margin methodologies for options, futures, and swaps, including portfolio margining rules where applicable. It accounts for offsetting positions, spread strategies, and concentration limits to calculate accurate margin requirements for complex portfolios.
+
How does the agent handle complex derivative positions?
The agent applies your firm's specific margin methodologies for options, futures, and swaps, including portfolio margining rules where applicable. It accounts for offsetting positions, spread strategies, and concentration limits to calculate accurate margin requirements for complex portfolios.
+
How does the agent handle complex derivative positions?
The agent applies your firm's specific margin methodologies for options, futures, and swaps, including portfolio margining rules where applicable. It accounts for offsetting positions, spread strategies, and concentration limits to calculate accurate margin requirements for complex portfolios.
+
Can it integrate with our existing prime brokerage systems?
Yes. The agent connects to your position management system, pricing feeds, and collateral databases to access real-time portfolio data. It can also integrate with your margin calculation engine to validate results or provide independent verification.
+
Can it integrate with our existing prime brokerage systems?
Yes. The agent connects to your position management system, pricing feeds, and collateral databases to access real-time portfolio data. It can also integrate with your margin calculation engine to validate results or provide independent verification.
+
Can it integrate with our existing prime brokerage systems?
Yes. The agent connects to your position management system, pricing feeds, and collateral databases to access real-time portfolio data. It can also integrate with your margin calculation engine to validate results or provide independent verification.
+
How does it handle intraday margin monitoring?
The agent can monitor positions and collateral values on an intraday basis, recalculating margin requirements as prices move and positions change. This enables real-time risk management during volatile market conditions when margin exposure can shift rapidly.
+
How does it handle intraday margin monitoring?
The agent can monitor positions and collateral values on an intraday basis, recalculating margin requirements as prices move and positions change. This enables real-time risk management during volatile market conditions when margin exposure can shift rapidly.
+
How does it handle intraday margin monitoring?
The agent can monitor positions and collateral values on an intraday basis, recalculating margin requirements as prices move and positions change. This enables real-time risk management during volatile market conditions when margin exposure can shift rapidly.
+
What happens when collateral becomes ineligible?
The agent immediately flags securities that fall below your eligibility criteria due to rating downgrades, liquidity deterioration, or concentration breaches. It calculates the impact on available margin and alerts relationship managers to initiate client discussions about collateral substitution.
+
What happens when collateral becomes ineligible?
The agent immediately flags securities that fall below your eligibility criteria due to rating downgrades, liquidity deterioration, or concentration breaches. It calculates the impact on available margin and alerts relationship managers to initiate client discussions about collateral substitution.
+
What happens when collateral becomes ineligible?
The agent immediately flags securities that fall below your eligibility criteria due to rating downgrades, liquidity deterioration, or concentration breaches. It calculates the impact on available margin and alerts relationship managers to initiate client discussions about collateral substitution.
+
How accurate are the margin calculations?
The agent uses your firm's approved margin methodologies and haircut schedules to ensure calculations match your official margin system. Every calculation is fully auditable with citations back to the source positions and pricing data used.
+
How accurate are the margin calculations?
The agent uses your firm's approved margin methodologies and haircut schedules to ensure calculations match your official margin system. Every calculation is fully auditable with citations back to the source positions and pricing data used.
+
How accurate are the margin calculations?
The agent uses your firm's approved margin methodologies and haircut schedules to ensure calculations match your official margin system. Every calculation is fully auditable with citations back to the source positions and pricing data used.
+
Can it generate client-facing margin reports?
Yes. The agent can produce formatted margin reports showing current requirements, available capacity, and collateral composition. These reports can be customized to your firm's templates and automatically distributed to clients on a scheduled basis.
+
Can it generate client-facing margin reports?
Yes. The agent can produce formatted margin reports showing current requirements, available capacity, and collateral composition. These reports can be customized to your firm's templates and automatically distributed to clients on a scheduled basis.
+
Can it generate client-facing margin reports?
Yes. The agent can produce formatted margin reports showing current requirements, available capacity, and collateral composition. These reports can be customized to your firm's templates and automatically distributed to clients on a scheduled basis.
+
Next steps
Next steps
Still manually tracking margin requirements across client portfolios?
Share a sample position file and your margin methodology. We'll show you how our AI agent can monitor margin requirements and collateral eligibility in real-time.
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: