Welcome to the third wave of AI evolution: autonomous agents.
Assetly is implementing from the ground up the next level of AI development by building ’Agents on Rails’, an advanced state of AI capability in which internal agents integrate reasoning, external memory, execution, and planning, while automating complex end-to-end workflows with each other within system defined parameters
Assetly’s edge in a rapidly changing market
Accounting, financial services and investment industry incumbents are facing near term disruption. Most will find it very difficult to adapt in a rapidly changing market environment, facing an onslaught from competition like Assetly implementing both a compound multi-product business strategy and AI technologies to achieve superior technological and cost base efficiencies.
Assetly agents include:
Document Agent
Find, extract, report, analyse, and categorise into the document management system
Accounting Agent
Account matching, reconciliation, flux accounting, and process approvals
Client Service Agent
Actionable agent embedded into the knowledge base and CRM as client liaison
Sales Agent
Connected to internal systems and CRM, make phone calls, send emails and messages, event scheduling
Portfolio Agent
Holistic client profiling, risk analytics, investment planning, cashflow management, rebalancing automation
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