The software provider will deploy A.I. agents across its middle- and back-office systems.

Software provider NeoXam has plans to launch artificial intelligence (A.I) agents for its back- and middle-office offerings for asset managers, pension funds, and insurers with the intention of managing reference and market data.

The agentic A.I. foray has three parts:

The NeoXam Agents platform for supervising agents will provide “a single catalogue of approved agents, a complete and reviewable record of every action taken, safeguards for human approval of decisions deemed sensitive, and the freedom to choose, and later switch, the underlying AI model rather than being tied to one supplier.”
The company is readying a family of specialized agents already in preview that includes:

Reconciliation — via the Aro reconciliation system, an agent helps clear the routine breaks;
Compliance — in the portfolio management and compliance system — PMS — an agent triages rule breaches;
Configuration — for DataHub, an agent takes on routine set-up work, saving time on simple configuration tasks and aiding project start-ups;
Reporting — NeoXam’s data management platform Impress, a reporting tool, has an agent to assemble client-ready presentations from approved data and layouts; and
Knowledge — Across the suite, agents answer business and technical questions about each offering.

The specialized agents will become generally available in September 2026 and fall into three groups: agents that answer questions; agents that take action; and agents that help configure the software.

“Alongside the agents, NeoXam Structure applies A.I. to the large volume of documents handled daily, including PDFs, broker statements and trade confirmations that are otherwise typed in by hand. Structure extracts key figures, poses questions and passes the validated data to the firm’s other systems,” officials say.

An early-adopter program for a group of investment firms will begin during the third quarter of this year. The program will be “a one-year trial … with test deployment and measurement through Q4 and a path to production in early 2027. It pairs hands-on access to the platform with three workstreams: building the business case and measuring return on investment; mapping agents, A.I. models, tools, and data flows to each firm’s audit and regulatory requirements; and planning how the platform fits into the firm’s existing systems,” according to NeoXam.

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