Arcesium has launched a new suite of artificial intelligence (AI) features for its Aquata data platform, designed to help institutional investors scale their AI strategies. The release introduces key capabilities for processing unstructured data and enabling agentic workflows, aiming to transform manual processes and unlock greater value from diverse data sources within a governed, secure environment.
Arcesium launches new AI features for its Aquata data platform for institutional investors.
Unstructured Data Extraction: An AI agent transforms PDFs, emails, etc., into structured, governed data.
MCP Server: Allows natural language querying and orchestration of Aquata data from any enterprise AI tool.
The suite targets manual processes in private credit, private equity, and other complex asset classes.
It aims to provide a reliable, domain-specific data foundation for scaling AI workflows.
The capabilities are now available to all Aquata platform users.
A central component of the release is an AI-powered unstructured data extraction capability. This generative AI agent is designed to ingest documents like PDFs and emails—common in financial services—and extract structured data while applying data quality and control rules. A highlighted use case is for Private Credit managers, where the system automated the extraction of loan lifecycle events from various notices, reducing hours of manual work to minutes of exception-based review.
By embedding this capability natively within the Arcesium ecosystem, clients can seamlessly integrate extracted proprietary data into their core investment and operational workflows, creating significant operating leverage.
The second major feature is the integration of a Model Context Protocol (MCP) server within Aquata. This server enables investment firms to use natural language to query and orchestrate their investment data directly from any enterprise AI interface (like an AI assistant or chatbot). The MCP tools provide domain-aware schemas and access to a governed data foundation, aiming to enhance the reliability, accuracy, and efficiency of AI-driven analyses and workflows by connecting them to trusted, industry-specific data.
Leadership at Arcesium framed the release as part of a broader strategy to integrate cutting-edge technology into solutions built for the investment industry's unique demands. The combination of unstructured data intelligence and natural-language interoperability positions Aquata as an AI-ready platform for institutional investing.
“The launch of unstructured data extraction capability and MCP server in the Aquata platform demonstrates our commitment to helping the investment industry achieve AI-enabled operational scale,” said Mitya Miller, SVP and GM of the Aquata platform. “Together, these capabilities position Aquata as a leading, AI-ready data platform purpose-built for institutional investing.”
The new AI tools are now available to all users of the Aquata platform, which is designed as a self-service data solution with pre-configured industry data models and connectivity.
About Arcesium
Arcesium is a global financial technology company delivering pre- and post-investment and enterprise data management solutions to some of the world’s most sophisticated financial institutions, including private market firms, hedge funds, and institutional asset managers. Expertly designed to achieve a synchronized golden source of data throughout a client’s ecosystem, Arcesium’s cloud-native technology is built to systematize the most complex workflows and help clients achieve scale.
Today, Arcesium services over $5.3 trillion in gross AUM and over $1.2T in sell-side capital balances and has modelled over 160+ million investments to date. Arcesium was built from a platform developed and tested by investment and technology development firm, the D. E. Shaw group, and launched as a joint venture with Blackstone Multi-Asset Investing. J.P. Morgan, another large client, later made a strategic investment in the company, helping Arcesium further its mission: to power the entire investment lifecycle. Arcesium currently has a staff of over 2,300 software engineering, accounting, operations, and treasury professionals.
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