COO · Head of Operations · Fund Administrator
AI agents for investment operations
Exception volume scales with markets; analyst headcount doesn't. Agents absorb the investigation toil inside the workflows your teams already run — and return structured findings your analysts decide on.
Your analysts decide. Agents do the digging.
Pains → gains
From investigation toil to structured findings
Deterministic systems keep the books. Agents handle bounded reasoning tasks inside them. Your team stays in command.
The work today
Exception volume scales with markets; analyst headcount doesn't.
Every break, NAV incident and data-quality alert burns expert hours on investigation before judgment even starts.
AI pilots keep stalling at the production gate: 78% of investment managers are piloting agentic AI, but only 27% report significant business impact (SimCorp, 2025).
Copilots answer questions beside the work. They do not investigate a break or pre-work an exception.
With NeoXam Agents
Investigation absorbed, judgment kept
Agents do the digging inside existing workflows — reading break detail, checking match history and pricing — and return structured findings. Your analysts review and decide.
Outcomes, not chat
Task agents return typed, schema-validated outputs — root cause, evidence, recommended action — that the business workflow consumes directly. Never free-form text a human must re-interpret.
Throughput with measurable cost
Every run carries hard budgets for duration, tool calls and tokens, plus a per-run cost record. Throughput rises with economics you can see, not an open-ended AI bill.
Zero workflow migration
Agents are invoked from the screens teams already use — "Investigate with AI" on a reconciliation break. No new destination, no re-training program.
The agents
Agents that matter for your team
Every agent is declared in a Git-governed catalog, gated by evaluation baselines, policy-controlled at every tool call, and traced end to end. Statuses below are exact.
Reconciliation Investigator
Shipped — pilot livearo.reconciliation-investigator
Investigates a reconciliation break and returns a structured analysis: a root cause among six classes, a confidence score and a recommended action — auto-correct, manual review or escalate. Delivered end-to-end as the platform's original pilot.
NAV oversight agents
Coming with GA (Q3 2026)NAV exceptions and accounting anomalies will arrive pre-investigated — hypothesis, evidence, source links — during the close. AI-assisted NAV exception handling runs inside GP today; it unifies on the governed platform at GA.
Key capabilities
Why this works here
One-click investigation
ShippedOn a flagged break, the agent reads the detail, checks historical match patterns and 30-day pricing, and streams its reasoning in business language — minutes instead of an hour per break.
Live progress and cancellation
ShippedFollow every run as it happens and cancel mid-flight. The app decides what and when; the agent decides how, within a bounded task.
Human-in-the-loop approvals
BetaSensitive actions will pause for explicit, recorded human approval — who, when, why — captured as a first-class audit entry.
NeoXam products
Where these agents live
Agents are embedded in the NeoXam products your teams already use — not bolted on beside them.
- Shipped — pilot live
Aro
Reconciliation
Every reconciliation break investigated before your analyst opens it — root cause, evidence, recommended action, fully traced.
- Coming with GA (Q3 2026)
GP
Investment Accounting
NAV exceptions and accounting anomalies will arrive pre-investigated with audit-grade evidence — so your close gets faster without losing oversight.
FAQ
Questions your team will ask
Do the agents replace our operations analysts?
No. Agents perform bounded investigation tasks and return structured findings with evidence; your analysts review, decide and act. The application orchestrates the workflow — agents never do.
What is actually shipped today for operations teams?
The Aro reconciliation investigator is delivered end-to-end as a V0 pilot on the governed runtime — catalog, tracing, audit log and eval CI included. Live product data connectors arrive in Beta, and general availability is planned for Q3 2026.
How do we keep control over what an agent can do?
Every agent is declared in a Git-governed catalog — nothing undeclared can run — and every tool call passes an allow/ask/deny policy. Human approval flows for sensitive actions ship in Beta, and every run has hard budgets for duration, tool calls and tokens.
Can we measure what each investigation costs?
Yes. Every run records tokens, cost and duration, with dashboards per run, per agent and per tenant. Cost is bounded before it happens — per-run budgets, per-tenant quotas and rate limits — and attributed after.
Join the Early Adopter Program
General availability lands in Q3 2026. The Early Adopter Program is open now — a limited cohort, a one-year platform trial, and three workshop streams: Business ROI, Compliance, and Operational fit.