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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.<\/p>\nThe software provider will deploy A.I. agents across its middle- and back-office systems.<\/p>\n
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.<\/p>\n
The agentic A.I. foray has three parts:<\/p>\n
The NeoXam Agents platform for supervising agents will provide \u201ca 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.\u201d
\nThe company is readying a family of specialized agents already in preview that includes:<\/p>\n
Reconciliation \u2014 via the Aro reconciliation system, an agent helps clear the routine breaks;
\nCompliance \u2014 in the portfolio management and compliance system \u2014 PMS \u2014 an agent triages rule breaches;
\nConfiguration \u2014 for DataHub, an agent takes on routine set-up work, saving time on simple configuration tasks and aiding project start-ups;
\nReporting \u2014 NeoXam\u2019s data management platform Impress, a reporting tool, has an agent to assemble client-ready presentations from approved data and layouts; and
\nKnowledge \u2014 Across the suite, agents answer business and technical questions about each offering.<\/p>\n
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.<\/p>\n
\u201cAlongside 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\u2019s other systems,\u201d officials say.<\/p>\n
An early-adopter program for a group of investment firms will begin during the third quarter of this year. The program will be \u201ca one-year trial \u2026 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\u2019s audit and regulatory requirements; and planning how the platform fits into the firm\u2019s existing systems,\u201d according to NeoXam.<\/p>\n