ETF Reporting Platform
An AI-driven reporting and insights platform for ETF fund data. It ingests custodian and market-data provider files through a simple upload interface, automatically recognizes each file type, validates and parses the data against predefined rules, and stores clean data in a centralized database modeled on the vendors' own structures. It then calculates derived metrics and generates the internal control report on demand, in the exact format the team already uses. An AI chatbot allows users to ask questions in plain English, with every answer translated into a read-only SQL query and traced back to its source upload batch.
Turn hours of ETF reporting into seconds — with zero errors and fully traceable outputs.


