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NeoXam Agents unveiled
24 June 2026 UK
Image: VZ_Art/stock.adobe.com
NeoXam, a financial software company servicing asset managers, asset servicers, pension funds, and insurers, has launched an agentic AI offering.
The offering is composed of three parts: NeoXam Agents, a platform for building, running and supervising AI agents; a family of specialised agents in preview; and an early-adopter programme open to a select group of investment firms in Q3 2026.
NeoXam’s software spans the back and middle office managing reference and market data, maintaining portfolio and accounting records, reconciling positions across systems, monitoring compliance, and producing client and regulatory reports.
NeoXam categorises the agents in three ways: agents that answer questions, agents that take action and agents that help configure the software.
The early-adopter 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.
Clément Miglietti, chief product and technology officer, NeoXam, notes: “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.”
The offering is composed of three parts: NeoXam Agents, a platform for building, running and supervising AI agents; a family of specialised agents in preview; and an early-adopter programme open to a select group of investment firms in Q3 2026.
NeoXam’s software spans the back and middle office managing reference and market data, maintaining portfolio and accounting records, reconciling positions across systems, monitoring compliance, and producing client and regulatory reports.
NeoXam categorises the agents in three ways: agents that answer questions, agents that take action and agents that help configure the software.
The early-adopter 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.
Clément Miglietti, chief product and technology officer, NeoXam, notes: “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.”
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