Client & Regulatory Reporting
Coming with GA (Q3 2026)Agents in NeoXam Impress
From data to a drafted, contextualized report: agents will generate report queries, draft presentation templates and add narrative context inside the production workflow.
End-to-end investment reporting — client, digital and regulatory reporting with integrated data, performance calculation and production workflow.
Embedded agents
What each agent does in Impress
Statuses are exact and published for every capability — shipped means running today, Beta and GA wave are always future tense.
Report query generation
Coming with GA (Q3 2026)Will generate data-report queries from plain-language requests inside the production workflow, so report producers spend their time on content rather than query syntax.
Template drafting & report contextualization
Coming with GA (Q3 2026)Will draft presentation templates and contextualize report content for clients and regulators — as drafts your reporting team reviews and approves before anything ships.
Status note Data-report query generation, presentation template drafting and report contextualization run inside Impress today, pre-platform. They unify on the governed platform at GA (Q3 2026).
On the platform
Governed like every NeoXam agent
Impress invokes its agents on NeoXam Agents — one catalog, one runtime, one compliance posture across the suite.
Declared in the Catalog
Every agent is a versioned descriptor in the Git-governed Catalog, reviewed through pull requests. Nothing undeclared can run — the catalog-first integrity contract.
One Runner API
Product screens invoke agents through the same stable Runner API — auth, tenancy, rate limiting, schema validation and run lifecycle included.
Traced, with cost
Every model and tool call emits an OpenTelemetry span, with token usage and cost per run, per agent and per tenant.
Eval-gated
Each agent ships a versioned eval dataset and a baseline score that can only go up; CI re-runs evals on every change.
Use cases
Impress workflows, agent-assisted
Report production assistance
Coming with GA (Q3 2026)Report producers will generate queries and draft templates inside the production workflow — drafts, not finals, with the team keeping editorial control.
Regulatory reporting assistance
Coming with GA (Q3 2026)Report content will be contextualized for clients and regulators, with every draft traceable to the run that produced it.
Solutions
Built for these teams
Compliance Officer · Auditor
Compliance
Reconstruct any run step by step, certify the whole fleet from one catalog, and export append-only audit evidence designed for 7-year retention.
COO · Head of Operations · Fund Administrator
Operations
Absorb the investigation toil on breaks and exceptions. Analysts review structured findings — root cause, evidence, recommended action — instead of digging.
FAQ
Questions about agents in Impress
What will the Impress agents actually produce?
Drafts and queries, not final reports: report queries generated from plain language, drafted presentation templates and contextual narrative — all reviewed by your reporting team before anything reaches a client or regulator.
Is any of this live today?
Inside Impress, yes — query generation, template drafting and report contextualization run today as product-embedded AI, pre-platform. As governed platform agents they arrive with GA (Q3 2026); we publish the status of every capability.
How will report content stay accurate?
Agents will ground their drafts in the report data, outputs will be typed and validated, and every agent must beat a versioned evaluation baseline before it ships. Your team keeps editorial control.
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.