AI Analyst for Funds & Equities
Monitoring
AI Analyst for Funds & Equities
Monitoring
AI Analyst for Funds & Equities
Monitoring
Automate due diligence, validation, monitoring, and disclosure – trusted by institutions, issuers and regulators.
Automate due diligence, validation, monitoring, and disclosure – trusted by institutions, issuers and regulators.
Search or add any funds or equities for due diligence assessment
xkboxx Template
Search or add any funds or equities for due diligence assessment
xkboxx Template
Institutional Due Diligence, with a human validation layer
Institutional Due Diligence, with a human validation layer
Institutional Due Diligence, with a human validation layer
Support funds and equities - pre and post allocation
Support funds and equities - pre and post allocation
Customizable risk framework
Customizable risk framework
Reviewed by capital markets experts
Reviewed by capital markets experts
Robust Asset Risk Monitoring for Regulated Entities
Robust Asset Risk Monitoring for Regulated Entities
Robust Asset Risk Monitoring for Regulated Entities
Integrated with jurisdictional mapping
Integrated with jurisdictional mapping
Systematically capture asset risk
Systematically capture asset risk
No more periodic manual reviews
No more periodic manual reviews
Fund & Equity Classification Made Easy
Fund & Equity Classification Made Easy
Supported by AI and high-quality data
Supported by AI and high-quality data
Reviewed by top-tier law firms
Reviewed by top-tier law firms
A faster, easier path to compliance
A faster, easier path to compliance
Trusted Coverage
Built for Funds & Equities
Trusted Coverage
Built for Funds & Equities
Grounded, multi-source intelligence - streamed, normalized, and scored by xkboxx so your team can move from noise to signal in seconds. Our pipelines continuously ingest the sources that matter across filings, fund data, market data, policy, and research
Grounded, multi-source intelligence - streamed, normalized, and scored by xkboxx so your team can move from noise to signal in seconds. Our pipelines continuously ingest the sources that matter across filings, fund data, market data, policy, and research
Your Firm’s Data
Your Firm’s Data
Your Firm’s Data
S&P Global
S&P Global
S&P Global
SEC EDGAR
SEC EDGAR
SEC EDGAR
Official Documentation
Official Documentation
Official Documentation
Tech Audit
Tech Audit
Tech Audit
Real-time Web & News
Real-time Web & News
Real-time Web
& News
Sanction List
Sanction List
Sanction List
Regulatory Filing
Regulatory Filing
Regulatory Filing
Investment Research Memo
LSEG
LSEG
And Many More!
Morningstar
Market Data
Investment Research Memo
LSEG
And Many More!
Morningstar
Your Firm’s Data
S&P Global
SEC EDGAR
Official Documentation
Tech Audit
Real-time Web & News
Sanction List
Regulatory Filing
Investment Research Memo
Morningstar
LSEG
And Many More!
Proven Performance for Institutional Compliance
Proven Performance for Institutional Compliance
Validated by benchmark testing, expert oversight, and data coverage across 1,500+ sources.
Always a Human to Validate
Always a Human to Validate
Always a Human to Validate
Validated post-tuning on industry benchmark datasets.
Validated post-tuning on industry benchmark datasets.
Covers Funds, Equities & Private Market Products
Covers Funds, Equities & Private Market Products
Covers Funds, Equities & Private Market Products
From mutual funds to public equities - fully adaptable classification framework.
From mutual funds to public equities - fully adaptable classification framework.
Zero Hallucinations
Zero Hallucinations
Zero Hallucinations
Verified through rigorous post-tuning QA and benchmark testing.
Verified through rigorous post-tuning QA and benchmark testing.
30+ Regulatory & Risk Templates
30+ Regulatory & Risk Templates
30+ Regulatory & Risk Templates
Ready-to-use libraries for research classification, disclosure, and monitoring.
Ready-to-use libraries for research classification, disclosure, and monitoring.
Engineered for your most sensitive data
Engineered for your most sensitive data
Industry-leading, institution-grade security, privacy, confidentiality and control.
Tenant Isolation
Tenant Isolation
Encryption End to End
Encryption End to End
Immutable Audit Trail
Immutable Audit Trail
Never Trained On Your Data
Never Trained On Your Data
GDPR
GDPR
GDPR
SOC 2 Type II
SOC 2 Type II
SOC 2 Type II
SSO
SSO
Team that holds itself to the highest industry standards
Team That Sets The Bar
Team That Sets
The Bar
“Innovative solutions like xkboxx AI support our mission to set new benchmarks for compliance, transparency, and operational resilience in fund and equity operations.”
“Innovative solutions like xkboxx AI support our mission to set new benchmarks for compliance, transparency, and operational resilience in fund and equity operations.”
BlackRock Custody
Risk & Compliance Team
