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CentrlX

Agentic Platform
CentrlX is a first-of-its-kind agentic AI platform purpose-built for the investment industry, enabling firms to operationalize AI through a framework of pre-built and custom agents, industry integrations, and enterprise-grade controls. By combining domain-specific intelligence with robust governance, CentrlX empowers organizations to automate complex business processes while maintaining the security, transparency, and compliance required in regulated environments.
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CentrlX

Connect Agents to Trusted Internal & External Data Sources

  • Securely connect approved internal applications, including CRM, file libraries, email, and calendar systems, using pre-built connectors
  • Natively access data already in CENTRL Diligence and Response modules
  • Enrich agent workflows with external sources such as Form ADV data, web search, and other industry data sources
  • Expand connectivity over time with a rapidly growing connector ecosystem built for investment management firms

Launch Expert-Built Agents and Build Custom Workflows

  • Get started quickly with a curated library of pre-built agents and domain-specific skills for Manager Research and Investor Relations
  • Use agents designed by CENTRL industry practitioners and domain experts with decades of experience
  • Tailor agents to your organization’s terminology, methodology, analysis approach, instructions, and preferred outputs
  • Clone pre-built agents or build new custom agents from scratch, with expert guidance to continuously enhance them

Automate Multi-Step Workflows With Human Control

  • Produce rich, professional deliverables including reports, documents, slide decks, and spreadsheets
  • Take action in connected systems, such as creating draft emails, preparing follow-ups, and teeing up record updates
  • Keep humans in the loop to review, refine, and approve outputs and actions before they are shared, sent, or committed
  • Maintain a rich audit history of agent actions, approvals, generated outputs, and changes to agent instructions or configurations

Executive Reporting with Generative AI Workflows

  • Centralize due diligence data into one source of truth to uncover key insights
  • Instantly generate polished summaries and reports for committees and clients.
  • Detect emerging risks, trends, and anomalies in real time.
  • Deliver consistent, contextual insights for faster, smarter decision-making.

Manage Agents With Built-in Governance Model

  • Centrally manage agent creation, configuration, access, and deployment with role- and team-based permissions
  • Control which agents, skills, and approved data sources users can access, including for real-time chat
  • Monitor agent usage, feedback, and adoption to continuously improve quality and enforce governance policies
  • Integrate with agent control planes as needed

Resources

From Tasks to Intelligence: How Agentic AI and Integrated Data Are Redefining Workflows in Asset Management
Blog Post

From Tasks to Intelligence: How Agentic AI and Integrated Data Are Redefining Workflows in Asset Management

Asset managers are moving beyond task-based AI toward agentic, workflow-driven AI that continuously operates across due diligence, investor communications, and reporting processes. By integrating real-time data sources like CRMs and document systems, firms can transform static workflows into intelligent, connected ecosystems that improve accuracy, scalability, and operational efficiency.
Dave Paolisso
May 12, 2026
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4 min read
ODD 3.0: From Periodic Reviews to Continuous Intelligence
Blog Post

ODD 3.0: From Periodic Reviews to Continuous Intelligence

ODD 3.0 marks a shift from periodic, questionnaire-driven reviews to a continuous, data-driven approach that reflects the dynamic nature of risk and rapidly changing information. By leveraging broader data sources and AI-powered platforms, firms can move from reactive assessments to proactive, real-time risk intelligence and oversight.
Scott Decker
May 6, 2026
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3 min read
More Resources