A new prime broker means another reconciliation process. A credit book means five more people. Every approved launch lands on the same desks, and the answer is always: hire, wait two quarters, hope the person who knows the edge cases never leaves.
Software is the cheap part.
The cost is in the work it can't do.
Yantra connects to your mailboxes, trade systems and documents. It works through the edge cases that trip up traditional software and takes action on each one, with the approvals, controls and audit trail your firm needs.
What your expiries process actually is, not what the procedure doc says.
The data and tools the workflow runs on: affirmation platforms, trade databases or the spreadsheets in between.
The rules and edge cases that live only in people's heads and emails, made durable.
Context matters. Edge cases proliferate. Systems are fragmented. These realities shape Yantra's architecture. This approach delivers solutions that handle complexity without brittleness, deployed in days.
Fulcrum is our harness for agent creation, configuration and organisational memory
Yantra reads your emails, documents and systems to understand how your firm actually operates, so you don't have to teach it manually.
Arch is Yantra’s agentic ops platform, orchestrating the entire middle and back-office trade lifecycle.
Arch T0Every break in one place, with the resolution drafted before you open it.
Arch T+1Autonomously resolving more than 95% of top prime brokers reconciliations.
Every break investigated across your OMS, mailboxes and market platforms, with the fix already drafted: emails ready to send and evidence attached.
Pre-built connectivity to affirmation & matching platforms, prime broker portals, clearing broker EOD files, custodian & fund admin statements and trade & position databases.
No re-platforming, nothing new for counterparties to adopt.
Purpose-built agents for affirmations, reconciliations and beyond, equipped to navigate your trade databases, SOPs and internal repositories.
Set it per workflow and break type: non-economic comms fully automated, economic amendments held for human approval.
Every action lands in one audit trail.
No recap is available to confirm the clearing venue on this trade. Per the last 12 months of trades with this counterparty, all cleared through CME, not LCH. Recommend email Sarah Santos, citing this historical pattern, and asking to amend their booking from LCH to CME.
Hi Sarah,
Your booking shows this trade clearing via LCH. No recap was received confirming the clearing venue, but the last 12 months of MXN swaps between our desks have all cleared via CME. Please amend your booking to CME and confirm once updated.
ID: 1234567
Trade date: 14 May 2026
Notional: MXN 850,000,000
Best,
Gabriel Barbosa - Operations
Learn how to build and run AI agents for capital-markets operations, from the people doing it. No marketing.
Yantra Technologies exists to fundamentally change how capital markets professionals work. Not through wholesale replacement of systems, but by deploying intelligent software at the front lines, where decisions are made and value is created.
The fastest way to get a straight answer is to see Arch on your own workflows.
