RPA in Investment Management

Problems We Solve

Manual Portfolio Reporting

Pulling position data, calculating returns and formatting client reports by hand takes analyst time that should go toward investment decisions. Automated reporting pulls the data, runs the calculations and produces output on schedule.

Reconciliation Across Custodians

Matching positions and transactions across multiple custodians and internal systems manually is slow and prone to errors. RPA reconciles the data automatically and flags only the breaks that need attention.

Compliance Documentation

Regulatory filings and compliance checklists handled manually create a risk of missed deadlines and inconsistent records. Automated workflows run compliance checks and generate documentation on the required schedule.

Repetitive Client Communication

Sending the same performance summaries, statements and market updates to hundreds of clients manually is not a good use of analyst time. RPA handles the templated communication layer automatically.

Portfolio Data & Custodian Integration

We connect your portfolio management system to your custodians, data providers and internal tools so position and transaction data flows automatically, no manual downloads needed.

Reporting & Compliance Automation

Client reports, regulatory filings and compliance documentation get generated and distributed on schedule, with data sourced directly from your systems.

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Investment Management Challenges RPA Solves

Cut report preparation time

Analysts spending hours on report assembly every quarter is expensive time. RPA handles the data gathering and formatting, so reports are ready faster and analysts are free for higher-value work.

Reduce reconciliation errors

Position breaks found late create operational and regulatory risk. Automated reconciliation runs daily and surfaces breaks early, when they are easier to resolve.

Scale without growing ops proportionally

Adding new clients or strategies increases reporting and compliance volume. RPA absorbs that extra work, so your operations team does not have to grow at the same rate as your AUM.

Our Development Process

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Discovery Call

Initial consultation. Project assessment. Solution overview.

Strategy & Proposal

Refine project scope. Define clear goals. Deliver tailored solutions.

Integration

Optimize workflows. Enhance collaboration. Accelerate growth.

Support, Monitor & Scale

Maximize uptime. Ensure peak performance. Drive continuous improvement.

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A lightweight n8n and AI pilot that took a two-person UK recruitment boutique from manual notes, CVs and follow-up tracking to a fully automated admin cycle, delivered in five working days.

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What clients say about us

They are truly experienced specialists who work in a well-coordinated way.

Sidis Group has delivered around 15 well-tested features, saving the client approximately 100 man-hours. The team has a well-structured process and communicates effectively. They're also professional, experienced, and organized. Overall, the client is very satisfied with Sidis Group's work.

Nikolay Popov

Head, AdKey.app

There have never been any critical issues with timing or estimation.

Sidis Group has launched the client's MVP within the agreed timeline and budget. The team has deployed the platform into production with live users and improved operational efficiency due to optimized business processes. Moreover, Sidis Group has integrated key third-party providers.

Denis Gulagin

CEO & Founder, Bakksy

Their genuine interest in the project was most impressive.

Sidis Group's completed the project quickly and on time. The team responded promptly to requests and handled all adjustments efficiently throughout the project. Moreover, they were highly engaged, proactive in suggesting improvements, and committed to achieving optimal results.

Dmytro Kaminskyi

IT Support Engineer for E-Commerce & Amazon, I'm a Natural

GET IN TOUCH

Fill out our contact form for a free consultation, or book an online meeting directly via Calendly.

We discuss your project even if you have just a raw idea.

We choose a model and approach that are suitable for your case and budget.

Questions & answers

What investment management processes are best suited for RPA?

RPA is well suited to structured, repetitive processes: portfolio data aggregation, position reconciliation, performance report generation, regulatory filing preparation and client statement distribution.

Can RPA connect to our portfolio management system and custodians?

Yes. We have built integrations with platforms like Addepar, Orion, Black Diamond and major custodians including Schwab and Fidelity. If your platform has an API or data feed, we can typically work with it.

Does RPA help with regulatory reporting?

It handles the process side: pulling data from source systems, running it through your templates, generating files in the required format and logging the activity. The sign-off still sits with your compliance team.

How do you handle sensitive client and portfolio data?

Bots operate within your existing access controls. We work within your security framework and can accommodate SOC 2 or similar requirements. Data does not leave your environment unless your existing workflow already requires it to.

How long does a typical project take?

A single automation, like client report generation or reconciliation, usually takes two to four weeks. A broader multi-source integration project runs four to eight weeks.