Portfolio Management & Compliance (PMS)
Coming with GA (Q3 2026)Agents in NeoXam Density
Compliance breaches will be explained with traceable evidence at the moment they are flagged.
The front-to-back investment platform — orders, NAV control, compliance, risk and reporting across public and private assets.
Embedded agents
What each agent does in Density
Statuses are exact and published for every capability — shipped means running today, Beta and GA wave are always future tense.
Compliance breach analysis agents
Coming with GA (Q3 2026)Will investigate each flagged breach and explain it with traceable, audit-grade evidence — replacing manual reconstruction with a structured finding your compliance team verifies.
Status note Compliance breach analysis runs inside PMS/Density today, pre-platform, and the Density AI direction was confirmed at the 2026 user group. Breach-analysis agents unify on the governed platform at GA (Q3 2026).
On the platform
Governed like every NeoXam agent
Density 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
Density workflows, agent-assisted
Compliance breach analysis
Coming with GA (Q3 2026)Compliance officers will get each breach investigated and explained with audit-grade traceability instead of reconstructing it manually.
Explanations portfolio managers can use
Coming with GA (Q3 2026)Breach explanations will be readable in business language and traceable to source data — answers without waiting on operations.
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 Density
What will the Density agents do?
Analyze flagged compliance breaches: investigate the context, explain the breach and attach traceable evidence, so compliance officers verify a structured finding instead of reconstructing one manually.
Is this live now?
Breach analysis runs inside PMS/Density today as product-embedded AI, and the Density AI direction was confirmed at the 2026 user group. The governed platform agents arrive with GA (Q3 2026) — we label every capability's status precisely.
Why does governance matter for compliance monitoring?
Because the analysis itself must be auditable. On the platform, every breach explanation will carry its full trace — model, tool calls, evidence, catalog version — in an append-only audit log designed for 7-year retention.
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.