We apply technology with purpose, transforming complex systems into agile, future-ready platforms for global financial institutions.
Technology & Innovation
At pTools, technology is not a means to an end; it is the foundation upon which every solution we build is designed, delivered, and continuously improved. We combine advanced innovation with deep financial markets expertise to deliver solutions that are robust, reliable, and built for the demands of regulated market operators.
Our technology stack is centred around the latest advances in Artificial Intelligence and Agentic AI, enabling intelligent automation that goes beyond simple rule-based processing. From AI Assistants guiding issuance workflows to autonomous AI Agents handling regulatory reporting, sanctions screening, and corporate actions processing, pTools solutions are built to think, learn, and act always within strict governance and human-in-the-loop controls.
Core Technology Capabilities include:
Artificial Intelligence & Agentic AI: Purpose-built AI Agents for ISIN and LEI issuance, Corporate Actions Processing, Risk Mitigation & Sanctions Screening, Fund Administration, and regulatory frameworks including DORA, MiCAR, and MiFID.
Natural Language Processing: Advanced NLP for document ingestion, sentiment analysis, entity extraction, and data verification across complex, unstructured financial data sources.
Secure AI via Teravera: Our proprietary Teravera Secure API eliminates hallucination risk, protects client data, and enforces AI integrity across major platforms, including Azure OpenAI, Google Gemini, and AWS Anthropic.
Blockchain & Notarisation: Immutable, irrefutable recording of digital objects, events, and transactions via our notarisation platform, underpinning data trust and audit integrity.
Risk Scoring & Intelligence: AI-driven risk scoring agents delivering persistent sanctions screening, AML detection, and financial crime prevention at scale.
Cloud & On-Premise Flexibility: Solutions deployable on-premise, in client-managed cloud environments, or as a fully managed service, built to meet the operational and regulatory preferences of each institution.