Daily work runs in the background. Your team spends its time where it counts.
One real-time view of every household position and cash balance, reconciled nightly across custodians.
Term sheets and statements become structured data, every metric traceable to its clause.
Rebalancing, trade prep and settlement run end to end, with four-eyes approval at every regulated step.
Emails and call logs become portfolio-aligned client insights.
Market shifts pinpointed as risks and opportunities across your book.
Mandate, KYC and suitability tracking automated across every trade.
Each agent is an expert in one task. Product lifecycle, settlements, onboarding — every workflow is built around how your teams actually work.
Transform unstructured data into actionable insights.
Feeds, statements and term sheets become structured positions — then the deck, report and memo you can send.
Calls, filings and news read together — with the conflicting source flagged, not averaged away.
Inspect, approve or correct each output while clear review states keep the work moving.
Mercury is built for the standards your regulator expects — how it runs, where your data sits, and who can reach it.
Read the security page