Arcesium unveils new AI features in its Aquata platform to enhance investment data operations

Arcesium unveils new AI features in its Aquata platform, introducing a powerful suite of artificial intelligence-driven capabilities designed to help institutional asset managers, hedge funds, private markets investors and capital markets firms scale their AI strategies, unlock agentic workflows, and derive value from a broader range of structured and unstructured data sources across investment workflows.

The expanded AI suite strengthens Aquata, a self-service, enterprise data platform purpose-built for the investment industry by adding capabilities that transform manual data-handling processes into automated, highly efficient workflows, supporting faster and more accurate decision-making across critical operational and analytical tasks.

New AI-Driven Unstructured Data Processing

A cornerstone of the updated platform is AI-powered unstructured data processing, which leverages generative-AI agents to extract structured information from previously hard-to-use documents such as PDFs, emails, financial reports and loan notices.

This functionality enables investment operations teams to automate the ingestion, cleansing, organization and quality control of data that historically required extensive manual effort dramatically reducing time spent on tasks such as loan lifecycle tracking, fee recognition, counterparty reporting and financial statement analysis.

For example, private credit managers can now extract loan events including drawdowns, paydowns, interest repricing and fees from notices received across multiple counterparties in minutes rather than hours, with the AI agent applying data quality rules to ensure a reliable foundation of structured data for downstream workflows.

Model Context Protocol (MCP) Server Enhances AI Interoperability

Another major advancement in the Aquata platform is the introduction of a Model Context Protocol (MCP) server, which significantly expands interoperability between Aquata’s governed data foundation and enterprise AI tools or models.

The MCP server allows investment firms to orchestrate data workflows using natural language from virtually any AI interface, enabling users to query and manipulate the right datasets for analysis or transformation without deep technical coding dependencies.

By standardizing how external AI tools interact with Aquata’s secure, governed data architecture, the MCP server facilitates reliable, accurate and efficient execution of AI-driven investment workflows ensuring that insights and operational automations are built upon a trusted data foundation.

Built for Investment Industry Scale and Complexity

Aquata’s new AI enhancements reflect Arcesium’s focus on enabling institutional investors to operationalize AI at scale without compromising data governance or compliance. The platform addresses the financial services sector’s unique data challenges including the need for secure, accurate, audited and standardized data across multiple asset classes and operational domains.

By embedding these AI tools directly into Aquata’s cloud-native environment, firms gain the ability to deploy advanced analytics, data automation and agentic processes across workflows such as risk reporting, performance analysis, regulatory compliance, portfolio management and operational efficiency initiatives all from a unified data infrastructure.

Driving Operational Efficiency and Strategic Insight

With AI-augmented unstructured data extraction and MCP-enabled AI interoperability, users can achieve significant operational leverage. Manual processes that once required extensive review and coordination are now streamlined, freeing investment teams to focus on higher-value analysis, investment strategy, and portfolio optimization.

These capabilities also support more sophisticated AI adoption patterns across organizations, enabling firms to experiment with and scale AI use cases from natural language querying and data transformation to predictive modeling and automated reporting while maintaining governance and accuracy.

Industry Impact: AI at the Heart of Investment Data Management

In an industry where data complexity and volume continue to grow, Arcesium’s enhancements to the Aquata platform position it as a leading AI-ready data solution for institutional investors. By combining governed data foundations with intelligent automation and interoperability, Aquata enables firms to reduce operational risk, accelerate time-to-insight, and support strategic decision-making at scale.

As investment firms increasingly seek to embed AI into front-, middle- and back-office processes, platforms that provide secure, integrated, and scalable AI capabilities like Aquata will be essential to competitive differentiation and operational excellence.

What’s Next for Aquata Users

The new suite of AI features is now available to all Aquata platform users, empowering them to seamlessly incorporate these tools into existing data pipelines and analytical workflows. Looking ahead, continued evolution of AI capabilities within Aquata is expected to further accelerate innovation across investment operations, data monetization and strategic analytics solidifying the platform’s role as a central operating infrastructure for AI-empowered investment firms. 

FinTech News shares the latest trends and insights on fintech, digital banking, payments, AI in finance, and spend management.

Read related news - https://financetech-news.com/lincoln-financial-launches-first-capital-group-etf-strategy/