OMBA Advisory & Investments has been running FINBOURNE agents in production for six months across its daily investment operations, reducing its operational burden by at least 20pct. The agents provide coverage across a large portion of OMBA’s daily operational cycle from morning data load checks and reconciliations through to client-facing commentary.
Agents are live across functions including portfolio reconciliations, performance review and approval, daily data loading and quality control, production of valuations and portfolio commentary. Agents call the same APIs and inherit the same entitlements that govern human users, with every call logged for audit and regulatory review.