Prime brokers act as critical infrastructure within financial markets — providing financing, leverage, and securities lending while connecting buy-side and sell-side participants. These workflows require real-time visibility into positions, exposures, and counterparty risk across complex portfolios. Scalata's agentic AI platform delivers that visibility and automates every layer of prime brokerage operations.
Prime brokerage teams face fragmented position data across custodians, clearing houses, and internal systems. Manual margin calculations, collateral tracking, and counterparty exposure monitoring create risk blind spots — limiting real-time decision-making and increasing operational risk.
Scalata ingests and structures every data source — positions, trades, margin calls, collateral schedules, and counterparty agreements — into a single searchable repository. Prime brokerage teams gain real-time, comprehensive visibility across all client accounts, positions, and risk exposures.
Risk officers and operations teams query margin requirements, collateral adequacy, counterparty exposure concentrations, and securities lending availability via conversational AI — receiving precise, actionable insights instantly. Risk reports and client analytics are generated automatically.
Scalata's AI agents automate margin call processing, collateral substitution alerts, securities lending availability checks, and client risk reporting. The platform generates position dashboards, exposure summaries, and financing analytics — enabling prime brokers to scale client relationships without proportional headcount growth.
You evolve from a reactive prime brokerage operation into a proactive, data-driven platform. Margin calculations become automated, counterparty risk is monitored continuously, and client reporting is generated in real time — enabling you to serve more clients at scale.
Join the credit and structured-finance teams replacing manual workflows with compliant, agentic AI.