PMS data automation · Finance & markets

Zero manual extraction. Instant intelligence.

Automate SEBI, APMI, and exchange-sourced datasets so research teams analyse instead of re-keying. Terminal X agents fetch, normalise, and version outputs for PMS and compliance workflows.

Scale your coverage universe without scaling copy-paste headcount. The sections that follow translate this into production outcomes, core capabilities, rollout milestones, and answers procurement teams ask first.

If the fit is directional but not exact, a 30-minute working session usually resolves it—our engineers will tell you plainly whether the product matches your bottleneck, or whether a different Autowhat system (or composition) is the right answer.

What this means in production

Research time returned to analysts

Schedules, retries, and validation replace fragile manual scrapes every reporting season.

Audit-friendly lineage

Source pointers, timestamps, and validation outcomes stored for every extraction run.

Composable agents

Start with PMR, APMI, ETF liquidity, or NAV surfaces—then extend for desk-specific edge cases.

Portal-grade reliability

Built for publishers that change layout without warning—monitored drift and regression checks.

Normalised schemas

Downstream systems consume stable shapes even when upstream PDFs and HTML tables move.

How rollout is structured

  1. 01 · Scope

    Pick datasets, SLAs, and validation rules. Map approvers and exception handling to your governance model.

  2. 02 · Run

    Agents execute on schedule with monitoring, diffing, and alerts when upstream publishers change structure.

  3. 03 · Govern

    Retain lineage, sign-offs, and replay history so research heads can defend process under scrutiny.

11+Enterprise deployments
10Production products
99.9%Platform SLA target

What operators validate in week one

  • Named integration owners on both sides with weekly checkpoint
  • Written acceptance criteria tied to real workflows—not demo scripts
  • Security review pack: architecture, subprocessors, DPA, and logging
  • Hypercare window with on-call engineering and rollback posture
  • Success metrics agreed upfront (time, cost, risk, adoption)

Common questions

Is this a scraper toy?

No. Terminal X is production infrastructure: retries, schema contracts, validation layers, and operational dashboards—not one-off scripts.

Can we self-host?

Yes. Wealth and asset managers often require VPC or on-premise footprints. We align architecture to your security review outcomes.

What if a regulator changes report layout?

Agents are monitored for drift. Updates are shipped as engineering changes with regression checks—not silent overnight breaks.

Move from evaluation to deployment

Book a working session with our engineers. We map your bottlenecks to live products and tell you plainly what will work in your environment.