Resources

AI is everywhere in asset management. But too much of the conversation has focused on the technology itself - an answer looking for a problem. This conversation focuses purely on the practitioner's standpoint.CENTRL is bringing together two leading CIOs for a candid, first-principles discussion about where AI can genuinely improve manager research, diligence, and portfolio decision-making—and where it can’t.

CENTRL announces the deployment of a new suite of AI-powered agents across its platform, giving clients a way to emerge from the chaos of manual, fragmented workflows and get started with AI in an impactful, safe way.

A $40B multi-asset manager's 3-person IR team spent four weeks assembling briefing packs for a 15-meeting APAC roadshow, With CENTRL's Meeting Prep Agent, that cycle now runs in under an hour with every claim cited to its source, returning 1,400+ analyst hours a year and unlocking 55% more investor outreach at the same headcount.

DD360 for Mutual Fund Sub-Advisory Oversight centralizes sub-advisory due diligence across investment research, fund administration, operations, legal and compliance, and risk, with AI-powered analysis that surfaces risks and insights across DDQs, reports and documents.

Learn about DD360 - Due Diligence Platform and how we solve due diligence automation challenges. View or download PDF.

CentrlX, CENTRL's agentic AI platform purpose-built for the investment industry. Firms connect agents to trusted internal and external data, deploy expert-built and custom agents, and automate multi-step workflows with a human in the loop.

Every investor meeting matters. Often, the challenge is that getting to that level of preparation has traditionally been incredibly manual. Investor Relations and Business Development teams spend hours, even days, searching through CRM notes, consultant databases, public filings, board minutes, market intelligence, and internal meeting summaries, trying to assemble a complete picture of the prospect. Even then, they're often left with fragmented information and unanswered questions.

CENTRL recently participated in a panel discussion in partnership with a large bulge bracket Investment Consulting firm, to discuss how Artificial Intelligence has moved quickly from curiosity to daily utility. These are the key takeaways from that discussion.

The conversation around AI in investment management has shifted. It's no longer about whether the technology is ready; it's about how to deploy it wisely. We recently hosted a webinar in partnership with AIMA, featuring key allocator and manager panelists who are deep in the work, and five themes emerged clearly.

CentrlX is a first-of-its-kind agentic platform purpose-built for investment firms, automating business processes through expertly curated agentic workflows, pre-built industry integrations, and enterprise-grade governance controls.

CENTRL announces the appointment of Tate Haymond as Chief Revenue Officer (CRO). In this role, Haymond will lead CENTRL’s global sales and client relations strategy, focused on driving revenue growth, expanding market adoption, strengthening client partnerships, and identifying strategic expansion opportunities across the investment management and banking industries.

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.

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.

Broadridge has announced a strategic partnership and minority investment in CENTRL to modernize due diligence and RFP processes across the asset management and retirement industries. By combining Broadridge’s extensive data, analytics, and market infrastructure with CENTRL’s purpose-built AI technology, the partnership enables firms to streamline traditionally manual workflows, reduce duplication, and enhance accuracy and auditability.

Generic AI tools have accelerated productivity across enterprises, but they fall short in complex, regulated workflows that require accuracy, governance, and auditability. Purpose-built AI, designed around specific industries and workflows, enables organizations to move beyond task automation to deliver structured, compliant, and scalable decision intelligence.

The Answer Library is one of the most valuable yet underutilized assets. It is the firm's institutional memory. Yet, it is often one of the hardest resources to access. Learn how to turn your static repository into an intelligent, strategic assistant. Because your real competitive advantage isn’t just having the right answers. It’s making them usable, instantly, safely, and consistently across the organization.

The expectations placed on fund managers, compliance teams, and Boards continue to grow. But purpose-built AI solutions can enable firms to move beyond labor-intensive workflows toward automated, insight-driven oversight and reporting, transforming how sub-advisors are evaluated, how funds are managed, and how Boards engage with information, including throughout the 15c process.

A global investment manager expanded its use of CENTRL’s AI to move beyond digitized ODD workflows and materially compress diligence timelines, cutting review cycles by 40–50% while reducing manual analysis and reporting efforts by roughly half. At scale, these gains translate into nearly a full year of recovered capacity annually, allowing analysts to focus on judgment-driven oversight.

The SEC formally adopted amendments to Reg S-P in December 2025, and they will be enforceable for smaller covered entities starting June 3, 2026. The amendments have a profound impact on the requirements of asset managers and advisors, as they substantially expand expectations regarding how firms safeguard customer information, manage third parties, and document their compliance processes. Here's how AI can help you meet and maintain Reg S-P requirements.

AI has quickly become part of everyday workflows across asset management. For asset managers facing increasing diligence volume, tighter timelines, and heightened scrutiny, the difference between using AI and implementing a purpose-built AI solution is material. If you’re looking to drive efficiency without sacrificing accuracy, consistency, or control, purpose-built AI platforms like CENTRL’s Response360 are a necessity.

AI has moved from a speculative idea to a fundamental operational necessity. Today, the real source of alpha is operational leverage, utilizing intelligent automation to transform how data, workflows, and oversight operate across daily processes. This shift is already happening at scale. Firms that delay modernization risk locking in higher costs, slower decision-making, and a weaker client experience. Those who treat AI as core infrastructure, and not a side experiment, will define the next several years of industry leadership.