NeoXam launches NeoXam Agents to deploy AI across investment operations
PARIS, 24/06/2026 — NeoXam, a financial software company servicing some of the world’s largest asset managers, pension funds and insurers, today launched its agentic AI offering. It has three parts: NeoXam Agents, a platform for building, running and supervising AI agents; a family of specialised agents already in preview; and an early-adopter programme open to a select group of investment firms in Q3 2026.
The Platform
NeoXam’s software spans the back and middle offices of an investment firm, managing reference and market data, maintaining portfolio and accounting records, reconciling positions across systems, monitoring compliance and producing client and regulatory reports. The new agents attach directly to those products, meaning the AI is deployed where the operational data already lives.
The platform provides 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. It can run in the cloud, in a hybrid setup, on a client’s premises or in a fully sovereign environment, so each firm retains control over where its data resides and which regulations apply.
In day-to-day use, business teams call on agents integrated with the products they already work with, specialist teams create and tune new agents, and compliance officers can review the actions of every agent and certify the fleet for regulators.
The First Specialised Agents
Rather than a single general assistant, NeoXam is releasing a set of specialised agents, with general availability in September 2026. Each is focused on a specific operational task and tied to one of its products. They fall into three groups: agents that answer questions, agents that take action and agents that help configure the software. The early outcomes include:
- Reconciliation — in Aro, NeoXam’s reconciliation system, an agent helps clear the routine mismatches (“breaks”) that arise when records are compared between systems, resulting in up to a 75% reduction in manual reconciliation.
- Compliance — in PMS, NeoXam’s portfolio management and compliance system, an agent triages rule breaches, allowing specialists to focus their time on the most difficult cases and reducing the time required to address each alert by 90%.
- Configuration — in DataHub, NeoXam’s data management platform, an agent takes on routine set-up work with around 90% time savings on simple configuration tasks and faster project start-up.
- Reporting — in Impress, NeoXam’s reporting tool, an agent assembles client-ready presentations from approved data and layouts in minutes rather than hours.
- Knowledge — across the suite, agents answer business and technical questions about each product, accelerating onboarding and client support with safeguards against incorrect answers.
Designed to overcome the challenge of AI initiatives stalling in the pilot phase, NeoXam’s AI development is underpinned by the understanding that, in the same way that human workers need a working environment, agents need a platform equipped with the necessary tools, role definitions and oversight procedures.
“Most of our clients don’t have an AI problem. They have a production problem. They’ve run the pilots and seen the demos. What they can’t do yet is sit an agent in front of a regulator and account for every step it took, so we built that part first. Having an agent is the easy bit. Running a fleet of them in a regulated firm is the real challenge, and that’s what we’ve delivered. We are deliberately not betting our clients’ firms on one model provider. If a better model comes along next quarter, they should be able to use it without a migration project. Locking a regulated institution into a single AI vendor for a decade is a risk, not a feature."
Alongside the agents, NeoXam Structure applies AI 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. NeoXam reports more than 95% accuracy and a drop from 15 minutes to approximately 1 minute per document.
Early-Adopter Programme
The programme runs as a one-year trial for a select group of firms starting in Q3 2026, 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, AI 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.
Contact us today to learn more about the Early Adopter Programme.
-END-
About NeoXam
NeoXam is a leading financial software company, delivering solutions and services to over 150+ customers in 30 countries worldwide. NeoXam is committed to its clients’ success: we provide reliable and scalable solutions, processing more than €25 trillion worth of assets per day and serving over 10,000 users. Through its combined talents and transparent approach, NeoXam helps buy- and sell-side players address the ongoing changes in the financial industry to grow and better serve their clients. NeoXam relies on 750+ staff, is headquartered in Paris, and has 20 offices worldwide.
For more information contact us here.
