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Automate the flow of brokerage data into centralized internal dashboards using visual integration and low-code builders.
Fund Operations Manager
Each stage transforms your work — output of one feeds the next.
Input
Brokerage account API credentials
AI process
Map and schedule data extraction and transformation logic visually.
Output
Structured JSON payload
Input
Structured JSON payload
AI process
Generate internal web apps to display and interact with portfolio metrics.
Output
Live 1P web dashboard
Input
Live 1P web dashboard
AI process
Translate natural language into SQL to verify and structure migrated data.
Output
Clean database tables
Make for map complex brokerage api data flows·Tray.io for handle enterprise api connections
Visual workflow automation platform with AI-powered mapping and creation.
Free tier for 1,000 operations/month. Core plan starts at $10.59/month.
AI-powered enterprise integration and automation platform.
Custom enterprise pricing via sales interaction.
Bubble for build internal fund data portals·Softr for create internal tracking dashboards
Powerful no-code platform for building full-stack web applications with AI.
Free plan available; paid starts at $32/month.
Build customer portals and internal tools powered by AI and your data.
Free plan includes basics; paid from $49/month.
Chat2DB for manage internal db queries via ai
AI-powered multi-database client and data analytics tool.
Free basic version, Pro plans available
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