90% less manual tracking
AI Prime Brokerage Relationship Manager Agent
Real-time margin and collateral intelligence
Delegate portfolio monitoring to a specialized AI agent. It continuously tracks client positions, calculates margin requirements, verifies collateral eligibility, and flags risk events—giving your relationship managers the intelligence they need to manage client relationships and mitigate counterparty exposure.
Ideal for
Prime Brokers
Relationship Managers
Risk Operations
See AI Prime Brokerage Relationship Manager Agent in action
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See AI Prime Brokerage Relationship Manager Agent in action
Play video
See AI Prime Brokerage Relationship Manager Agent in action
Play video
Margin & Collateral Review
See AI Prime Brokerage Relationship Manager Agent in action
Play video
Time comparison
Time comparison
Traditional way
3-4 hours per day
With V7 Go agents
Real-time, continuous
Average time saved
90%
Why V7 Go
Why V7 Go
Real-Time Margin Calculation
Continuously monitors client positions and automatically calculates margin requirements across equities, fixed income, derivatives, and alternative assets, reflecting market movements instantly.
Real-Time Margin Calculation
Continuously monitors client positions and automatically calculates margin requirements across equities, fixed income, derivatives, and alternative assets, reflecting market movements instantly.
Real-Time Margin Calculation
Continuously monitors client positions and automatically calculates margin requirements across equities, fixed income, derivatives, and alternative assets, reflecting market movements instantly.
Real-Time Margin Calculation
Continuously monitors client positions and automatically calculates margin requirements across equities, fixed income, derivatives, and alternative assets, reflecting market movements instantly.
Collateral Eligibility Verification
Validates collateral against your firm's eligibility criteria, haircut schedules, and regulatory requirements, flagging ineligible or deteriorating positions before they become operational issues.
Collateral Eligibility Verification
Validates collateral against your firm's eligibility criteria, haircut schedules, and regulatory requirements, flagging ineligible or deteriorating positions before they become operational issues.
Collateral Eligibility Verification
Validates collateral against your firm's eligibility criteria, haircut schedules, and regulatory requirements, flagging ineligible or deteriorating positions before they become operational issues.
Collateral Eligibility Verification
Validates collateral against your firm's eligibility criteria, haircut schedules, and regulatory requirements, flagging ineligible or deteriorating positions before they become operational issues.
Counterparty Risk Alerts
Proactively identifies clients approaching margin thresholds, concentration limits, or covenant breaches, enabling relationship managers to take action before risk escalates.
Counterparty Risk Alerts
Proactively identifies clients approaching margin thresholds, concentration limits, or covenant breaches, enabling relationship managers to take action before risk escalates.
Counterparty Risk Alerts
Proactively identifies clients approaching margin thresholds, concentration limits, or covenant breaches, enabling relationship managers to take action before risk escalates.
Counterparty Risk Alerts
Proactively identifies clients approaching margin thresholds, concentration limits, or covenant breaches, enabling relationship managers to take action before risk escalates.
Multi-Asset Class Support
Handles complex portfolios spanning equities, fixed income, derivatives, commodities, and alternative investments, with support for cross-collateralization and netting agreements.
Multi-Asset Class Support
Handles complex portfolios spanning equities, fixed income, derivatives, commodities, and alternative investments, with support for cross-collateralization and netting agreements.
Multi-Asset Class Support
Handles complex portfolios spanning equities, fixed income, derivatives, commodities, and alternative investments, with support for cross-collateralization and netting agreements.
Multi-Asset Class Support
Handles complex portfolios spanning equities, fixed income, derivatives, commodities, and alternative investments, with support for cross-collateralization and netting agreements.
Regulatory Compliance Tracking
Ensures margin calculations and collateral management comply with SEC, FINRA, and internal policies, maintaining audit trails for regulatory examinations and client disputes.
Regulatory Compliance Tracking
Ensures margin calculations and collateral management comply with SEC, FINRA, and internal policies, maintaining audit trails for regulatory examinations and client disputes.
Regulatory Compliance Tracking
Ensures margin calculations and collateral management comply with SEC, FINRA, and internal policies, maintaining audit trails for regulatory examinations and client disputes.
Regulatory Compliance Tracking
Ensures margin calculations and collateral management comply with SEC, FINRA, and internal policies, maintaining audit trails for regulatory examinations and client disputes.
Relationship Manager Intelligence
Delivers actionable insights directly to relationship managers, enabling them to focus on client retention and business development rather than spreadsheet maintenance.
Relationship Manager Intelligence
Delivers actionable insights directly to relationship managers, enabling them to focus on client retention and business development rather than spreadsheet maintenance.
Relationship Manager Intelligence
Delivers actionable insights directly to relationship managers, enabling them to focus on client retention and business development rather than spreadsheet maintenance.
Relationship Manager Intelligence
Delivers actionable insights directly to relationship managers, enabling them to focus on client retention and business development rather than spreadsheet maintenance.
Analyzes portfolio data to deliver margin intelligence
For proactive risk management and client service.
Get started
Get started
Import your files
Salesforce
,
Snowflake
,
Slack
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 risk management playbook.
Connect AI to your risk management playbook.
Trusted by leading prime brokers and hedge fund administrators.
Trusted by leading prime brokers and hedge fund administrators.
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 portfolios.
Across all asset classes.
Hedge fund portfolios are inherently complex, spanning equities, fixed income, derivatives, commodities, and alternatives. This agent handles multi-asset portfolios with cross-collateralization, netting agreements, and custom valuation methodologies, regardless of complexity.
Input types
Multi-asset classes
Derivatives
Netting agreements
Custom haircuts
Document types
Real-time feeds
API connections
Spreadsheets
Statements
Reports
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex portfolios.
Across all asset classes.
Hedge fund portfolios are inherently complex, spanning equities, fixed income, derivatives, commodities, and alternatives. This agent handles multi-asset portfolios with cross-collateralization, netting agreements, and custom valuation methodologies, regardless of complexity.
Input types
Multi-asset classes
Derivatives
Netting agreements
Custom haircuts
Document types
Real-time feeds
API connections
Spreadsheets
Statements
Reports
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex portfolios.
Across all asset classes.
Hedge fund portfolios are inherently complex, spanning equities, fixed income, derivatives, commodities, and alternatives. This agent handles multi-asset portfolios with cross-collateralization, netting agreements, and custom valuation methodologies, regardless of complexity.
Input types
Multi-asset classes
Derivatives
Netting agreements
Custom haircuts
Document types
Real-time feeds
API connections
Spreadsheets
Statements
Reports
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
in margin calculations.
Margin calculations must be precise. This agent uses multi-step workflows to ensure every position is valued correctly, every haircut is applied accurately, and every margin requirement reflects current market conditions and your firm's policies.
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
in margin calculations.
Margin calculations must be precise. This agent uses multi-step workflows to ensure every position is valued correctly, every haircut is applied accurately, and every margin requirement reflects current market conditions and your firm's policies.
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
in margin calculations.
Margin calculations must be precise. This agent uses multi-step workflows to ensure every position is valued correctly, every haircut is applied accurately, and every margin requirement reflects current market conditions and your firm's policies.
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 your data.
Every margin calculation and collateral decision is traceable to source data. The agent provides complete audit trails, showing exactly which positions, prices, and policies drove each calculation, ensuring regulatory compliance and dispute resolution.
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 your data.
Every margin calculation and collateral decision is traceable to source data. The agent provides complete audit trails, showing exactly which positions, prices, and policies drove each calculation, ensuring regulatory compliance and dispute resolution.
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 your data.
Every margin calculation and collateral decision is traceable to source data. The agent provides complete audit trails, showing exactly which positions, prices, and policies drove each calculation, ensuring regulatory compliance and dispute resolution.
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 financial institutions.
Client portfolio data is your most sensitive asset. V7 Go processes all data within your secure environment, with encryption in transit and at rest, role-based access controls, and compliance with SEC, FINRA, and internal security standards. Client data is never used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for financial institutions.
Client portfolio data is your most sensitive asset. V7 Go processes all data within your secure environment, with encryption in transit and at rest, role-based access controls, and compliance with SEC, FINRA, and internal security standards. Client data is never used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for financial institutions.
Client portfolio data is your most sensitive asset. V7 Go processes all data within your secure environment, with encryption in transit and at rest, role-based access controls, and compliance with SEC, FINRA, and internal security standards. Client data is never used for external purposes.
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 Prime Brokerage Relationship Manager Agent
How does the agent handle complex derivatives and exotic instruments?
The agent is configured to understand your firm's valuation methodologies and risk models for all instrument types. It integrates with your pricing systems and applies your specific margin and haircut rules, whether for vanilla or exotic derivatives.
+
How does the agent handle complex derivatives and exotic instruments?
The agent is configured to understand your firm's valuation methodologies and risk models for all instrument types. It integrates with your pricing systems and applies your specific margin and haircut rules, whether for vanilla or exotic derivatives.
+
How does the agent handle complex derivatives and exotic instruments?
The agent is configured to understand your firm's valuation methodologies and risk models for all instrument types. It integrates with your pricing systems and applies your specific margin and haircut rules, whether for vanilla or exotic derivatives.
+
Can it monitor multiple prime brokerage accounts and counterparties?
Yes. The agent consolidates data across multiple accounts, counterparties, and custodians, providing a unified view of margin and collateral across your entire client base.
+
Can it monitor multiple prime brokerage accounts and counterparties?
Yes. The agent consolidates data across multiple accounts, counterparties, and custodians, providing a unified view of margin and collateral across your entire client base.
+
Can it monitor multiple prime brokerage accounts and counterparties?
Yes. The agent consolidates data across multiple accounts, counterparties, and custodians, providing a unified view of margin and collateral across your entire client base.
+
How does it handle intraday position changes and market volatility?
The agent continuously monitors positions and recalculates margin requirements in real-time as markets move. It can be configured to trigger alerts at specific volatility thresholds or margin utilization levels.
+
How does it handle intraday position changes and market volatility?
The agent continuously monitors positions and recalculates margin requirements in real-time as markets move. It can be configured to trigger alerts at specific volatility thresholds or margin utilization levels.
+
How does it handle intraday position changes and market volatility?
The agent continuously monitors positions and recalculates margin requirements in real-time as markets move. It can be configured to trigger alerts at specific volatility thresholds or margin utilization levels.
+
What happens if a client's collateral becomes ineligible?
The agent immediately flags the ineligible position, notifies the relationship manager, and can automatically calculate the additional margin required or suggest eligible substitutes based on your firm's policies.
+
What happens if a client's collateral becomes ineligible?
The agent immediately flags the ineligible position, notifies the relationship manager, and can automatically calculate the additional margin required or suggest eligible substitutes based on your firm's policies.
+
What happens if a client's collateral becomes ineligible?
The agent immediately flags the ineligible position, notifies the relationship manager, and can automatically calculate the additional margin required or suggest eligible substitutes based on your firm's policies.
+
How is client data secured and kept confidential?
V7 Go is built with enterprise-grade security for financial institutions. Client data is processed within your secure environment, encrypted in transit and at rest, and never shared with external parties or used for model training.
+
How is client data secured and kept confidential?
V7 Go is built with enterprise-grade security for financial institutions. Client data is processed within your secure environment, encrypted in transit and at rest, and never shared with external parties or used for model training.
+
How is client data secured and kept confidential?
V7 Go is built with enterprise-grade security for financial institutions. Client data is processed within your secure environment, encrypted in transit and at rest, and never shared with external parties or used for model training.
+
Can the agent integrate with our existing prime brokerage systems?
Yes. The agent connects to major prime brokerage platforms, custodial systems, and risk management tools via APIs or secure data feeds, ensuring seamless integration with your existing infrastructure.
+
Can the agent integrate with our existing prime brokerage systems?
Yes. The agent connects to major prime brokerage platforms, custodial systems, and risk management tools via APIs or secure data feeds, ensuring seamless integration with your existing infrastructure.
+
Can the agent integrate with our existing prime brokerage systems?
Yes. The agent connects to major prime brokerage platforms, custodial systems, and risk management tools via APIs or secure data feeds, ensuring seamless integration with your existing infrastructure.
+
Next steps
Next steps
Still calculating margin requirements manually?
Send us a sample of your client portfolio data, and we'll show you how to automate margin monitoring and collateral tracking across your entire book.
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: