Arkar Assistant
for structured funds
Ask about any fund, regulation, position or document in natural language. Get auditable answers, with traceable sources, in seconds.
The Assistant is the intelligence behind Arkar Fund Chat: 6 specialized agents — Compliance, Risk, Legal, Operations, Structuring and Distribution — working in coordination under native governance and permissions.
Ask the way you think
Four real examples — all answered in seconds with sources cited.
“What is the deadline to file fund X's CDA with CVM?”
The CDA must be filed with CVM by the 10th business day of the following month. For fund X, the next filing is due May 14. Status: ready to file — see the regulatory source and filing history.
“Summarize the performance of my FIDCs over the last quarter”
Your 8 FIDCs delivered an average return of 112% of CDI for the quarter. The Alpha Crédito fund led (118% of CDI). Average delinquency stable at 2.3%. Fund-by-fund details below.
“Find clauses on extraordinary amortization in the fund regulation of fund Y”
Found 3 references in Chapter VII, Section 3 of the fund regulation (updated Mar 12, 2025). Clause 7.3.2 provides for extraordinary amortization upon approval by 2/3 of investors. View the full excerpt.
“Compare fund Z's position between the manager's book and the custodian”
Position 99.7% reconciled. Discrepancy identified in 2 assets (R$ 84k) — likely a pricing lag on the manager's side. Discrepancy history and suggested adjustment attached.
Not a chatbot. Six specialists.
Each agent masters its own field. When you ask a question, they coordinate — with explicit handoffs, sources always cited, and an audit trail with governance enforced.
Compliance Agent
Specialist in CVM, ANBIMA and fund regulation. Trained on CVM 175, instructions, official letters and case law.
Risk Agent
Quantitative analysis, mandate management, concentration limits, liquidity and market risk in real time.
Legal Agent
Review of fund regulations, contracts, investor meeting minutes and legal opinions with reference to the original source.
Operations Agent
Multi-clearinghouse reconciliation, monthly close, regulatory filing generation and operational workflows.
Structuring Agent
Modeling of funds, classes, subclasses and series, with simulation of capital raising and amortization scenarios.
Distribution Agent
Investor onboarding, continuous suitability, personalized communication and investor relations.
What it does for you day to day
Four fronts where Arkar Assistant turns hours of work into seconds
Proactive compliance
The agent monitors regulatory deadlines, automatically keeps up with regulatory changes and alerts you before due dates.
Analysis on demand
Ask about performance, exposure, attribution or scenarios — get an audited answer in seconds.
Semantic document search
RAG across fund regulations, contracts, meeting minutes and CVM official letters. 50,000+ documents indexed with source citations.
Routine automation
Create conversational automations: generate reports, reconcile positions, draft communications.
Built for the rigor of regulated funds
Governance, traceability and privacy from the ground up
Orchestrated multi-agent
6 specialized agents that coordinate to resolve complex questions, with explicit handoffs.
Always-traceable sources
Every answer cites the source document, rule or calculation. Low-confidence suggestions go through validation with human review.
Inherited permissions
Arkar Assistant honors Arkar Fund System access controls — it only sees what the user can see.
Complete audit trail
Every question, answer and action taken by the agent is logged with timestamp and context.
Frontier LLMs
Frontier models from Anthropic and OpenAI, with intelligent routing by task type.
Total privacy
Your data never trains third-party models. Processing on dedicated infrastructure.
See Arkar Assistant work with your data
A 30-minute demo built on your real scenario — the funds, fund regulations and questions that matter to you.