Operations teams
- Faster client and fund onboarding
- Evidence generated as work runs
- Cleaner exception management
- Reusable operating logic
- No-code configuration for operating rules
The governed operating layer for financial operations and AI.
Replace manual processes, spreadsheets, and disconnected systems with governed AI-driven workflows.
Asset managers, fintech platforms, banks, custodians and fund administrators.
Financial operations do not fail because one platform is weak. They fail when data, workflows, approvals, and exceptions move between systems, teams, and service providers. Fontana gives operations and technology teams one governed layer to control those operational seams.
Technology teams
- Integration patterns for existing systems
- Deterministic execution boundary
- Model and agent routing controls
- No-AI mode where required
- Programmable workflows for automation
Meet the Fontana operating layer
Fontana is the workflow and control layer for financial operations, helping teams ingest, validate, transform, reconcile, and evidence complex data processes.
No-code workflow design for end-to-end pipelines, from ingestion and analysis through validation, transformation, reconciliation, and export.
Every platform works in isolation. The breaks happen in between.
Financial firms already run on order management systems, portfolio management systems, administrator platforms, custodian feeds, accounting systems, reporting tools, spreadsheets, PDFs, and email. The risk sits between them: interpreting files, mapping fields, checking breaks, routing exceptions, approving changes, remembering prior decisions, and proving what happened later. That work is still too often manual, repeated, undocumented, and hard to audit.
Timeline reduction
- T+1
- 24/5
Less time to identify, route, resolve, and evidence operational breaks as settlement cycles compress and markets move toward always-on operations.
Regulatory pressure
- Transaction reporting
- DORA
EMIR, ASIC, transaction reporting, and DORA increase pressure on traceable data, controls, vendor oversight, and operational resilience evidence.
AI governance
- Safe adoption of AI
Auditability and safe deployment are now prerequisites before AI moves into production: prompts, outputs, model routing, approvals, and execution boundaries must be logged, reviewable, and defensible.
One control pane.
One knowledge graph.
One audit trail.
Fontana captures reusable operating logic, governs AI assistance, executes approved workflows deterministically, and preserves evidence by default.
Inputs
- Order management systems
- Portfolio management systems
- Accounting systems
- Administrator platforms
- Custodian files
- Reporting systems
- APIs, SFTP, warehouses
- PDFs, spreadsheets, emails
Fontana
Knowledge Graph
Policy and approval gates
Deterministic workflow execution
Reconciliation and exception control
Model and agent governance
Lineage, versioning, replay, and audit
Outputs
- Governed workflows
- Validated checks
- Resolved exceptions
- Evidence packs
- Reusable specifications
- Audit trails
- Operational reports
- Controlled AI-assisted runs