Quantios launches AI agent Quantios Core
30 March 2026 UK
Image: R/stock.adobe.com
Quantios has launched its first AI agent within its flagship platform, Quantios Core.
Further agents are already in development for eFileConnect, Portal, and a legal entity management platform, Klea, says the firm.
With broad applicability across onboarding, share transactions, governance, risk and compliance, accounting, beneficiary management, and service request workflows, Quantios’ agents aim at bringing deep, real-time operational understanding to corporate, trust, and fund services (CTFS) teams.
As part of this first release, Quantios is also introducing its Bank Statement Processing Agent, with several customers, such as Equiom, collaborating as early adopters to help shape the capability.
The firm says that the agent is designed to extract transactions from bank statements and prepare them for bookkeeping within Quantios Core, reducing the manual effort traditionally involved in processing bank statement data.
Adrian Akers, chief product officer at Quantios, says: “Agentic AI is redefining how work gets done in our industry.
“Instead of simply accelerating tasks, our agents handle processes end-to-end - complemented by human oversight — interpreting data, applying rules, and delivering outcomes autonomously.
“This enables teams to spend more time on work that creates real value, reducing the repetitive and time-consuming nature of administrative work.
“It’s not just about doing the same work faster; it’s about changing the game of efficiency and value-creation entirely.”
Guy Harrison, CEO of Quantios, says: “The trust and fund services sector is undergoing a structural shift.
“Our customers are dealing with an increasingly complex regulatory environment, growth in entity volumes and alternative asset allocation, as well as operating across multiple jurisdictions.
“This has created an urgent need for technology that can scale with their operations. Our agentic AI capabilities enables providers to meet those expectations while freeing their teams to focus on higher-value work.”
Equiom says: “We’re pleased to be collaborating with Quantios as an early adopter of AI agents within Quantios Core.
“Automating operational tasks directly within the SaaS platform presents a significant opportunity to reduce manual processing and streamline workflows. Importantly, it enables our teams to spend more time focused on client service and delivering higher-value outcomes, rather than routine administrative activity.”
Further agents are already in development for eFileConnect, Portal, and a legal entity management platform, Klea, says the firm.
With broad applicability across onboarding, share transactions, governance, risk and compliance, accounting, beneficiary management, and service request workflows, Quantios’ agents aim at bringing deep, real-time operational understanding to corporate, trust, and fund services (CTFS) teams.
As part of this first release, Quantios is also introducing its Bank Statement Processing Agent, with several customers, such as Equiom, collaborating as early adopters to help shape the capability.
The firm says that the agent is designed to extract transactions from bank statements and prepare them for bookkeeping within Quantios Core, reducing the manual effort traditionally involved in processing bank statement data.
Adrian Akers, chief product officer at Quantios, says: “Agentic AI is redefining how work gets done in our industry.
“Instead of simply accelerating tasks, our agents handle processes end-to-end - complemented by human oversight — interpreting data, applying rules, and delivering outcomes autonomously.
“This enables teams to spend more time on work that creates real value, reducing the repetitive and time-consuming nature of administrative work.
“It’s not just about doing the same work faster; it’s about changing the game of efficiency and value-creation entirely.”
Guy Harrison, CEO of Quantios, says: “The trust and fund services sector is undergoing a structural shift.
“Our customers are dealing with an increasingly complex regulatory environment, growth in entity volumes and alternative asset allocation, as well as operating across multiple jurisdictions.
“This has created an urgent need for technology that can scale with their operations. Our agentic AI capabilities enables providers to meet those expectations while freeing their teams to focus on higher-value work.”
Equiom says: “We’re pleased to be collaborating with Quantios as an early adopter of AI agents within Quantios Core.
“Automating operational tasks directly within the SaaS platform presents a significant opportunity to reduce manual processing and streamline workflows. Importantly, it enables our teams to spend more time focused on client service and delivering higher-value outcomes, rather than routine administrative activity.”
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