AI Asset ManagementAgent

An asset manager runs many portfolios against many mandates, each with guidelines, limits, and investors to report to. An AI Asset Management Agent watches every portfolio against its mandate and prepares the rebalancing and reporting. It watches; the portfolio manager decides.

Tecla builds it inside your environment and runs it, wired into the portfolio, order, and investor-reporting systems your firm already uses.

Book a scoping call
asset-mgmt · mandate monitor
06:30:00 42 portfolios checked against mandates overnight
06:30:00 Fund 7 · sector weight drifted past guideline limit
06:30:02 compliance: no mandate or concentration breach
06:30:02 rebalance to bring Fund 7 back within guidelines
06:30:03 investor reporting: monthly pack drafted for review
06:30:03 prepared for the portfolio manager
Reviewed on
20 REVIEWS
Excellent
4.8 out of 5
Trustpilot

The shift underway

Asset managers have moved AI from pilots into the front office, using it to do existing work faster while keeping the investment decisions with people. The numbers show how far, and how firmly they draw that line.

70k–750k

of buy-side firms are actively using AI to support their front office.

Source: SimCorp InvestOps 2026

91+ hrs

of asset managers plan to increase their use of AI in the next 12 months.

Source: Mercer 2026

55%

have integrated AI into at least one investment process, but keep it a partner, not the decider.

Source:

How it works

How the agent works

Every portfolio has a mandate to honor, guidelines, limits, and an investor to report to, and watching all of them at once is more than a desk can do by hand. The agent watches each portfolio against its mandate and brings the manager what needs a decision.

01

Mandate Monitor

Watches each portfolio against its investment guidelines and limits, and flags drift and breaches as positions and markets move.

Watches the mandate
02

Compliance Check

Tests every portfolio against its concentration, exposure, and regulatory constraints, so a breach is caught before it becomes a reportable problem.

Checks compliance
03

Rebalance Builder

Prepares the trades to bring a portfolio back within its guidelines, respecting the mandate and transaction costs, ready for the manager to approve.

Builds the trades
04

Performance & Attribution

Calculates each portfolio's return and decomposes it into its drivers, so the manager can explain performance to investors.

Explains the return
05

Investor Reporting

Assembles the investor and board reporting pack from verified figures, in your firm's format, ready for review and distribution.

Reports to investors

Human in the loop

Every flag and prepared trade carries the mandate rule and data behind it, so the portfolio manager reviews judgment rather than raw positions. The agent watches and prepares; the investment decisions stay with the manager.

Scoped to you

This is a typical asset management build. The exact parts are scoped to how your firm runs: your mandate structures, the asset classes in scope, your compliance limits, and your investor reporting format.

See what this would look like built around your portfolio operation.
‍ Book a scoping call

Related agents

How it reaches production

Built, run, and owned, one phase at a time

An AI tool that watches a clean test portfolio can still miss a breach on a real, multi-mandate book. A scoped brief, a named team, and someone accountable at each stage are what make this one dependable on institutional assets.

Sprint

Scope, fixed price

We map the portfolios and mandates in scope, the compliance limits, and the investor reporting, then return a plan and a price before you commit.

AI Solutions Lead
Build

Built into your environment

Senior engineers build the agent inside your environment, wired into the portfolio, order management, and investor-reporting systems you already run.

AI Systems Lead
Run

Monitored and improved

The agent adapts as mandates and limits change, and we report against the metrics set at scope: portfolios monitored, breaches caught early, reporting turnaround.

Systems Lead + Engineers
Own

Yours, improving

The system is yours to keep, and it watches every mandate continuously instead of leaving breaches to surface at the next compliance review.

Your team

A build starts with a fixed-price Tecla Sprint that scopes and prices it before you commit.

‍ Book a scoping call
How it holds up

Reliable enough to run institutional mandates

A mandate breach missed, or a trade placed without oversight, is a fiduciary and regulatory problem. What makes this one safe to run is the structure around it: the mandates it checks, the trades it prepares for review, and the manager who approves them.

Reviewed by trajectory

Every flag cites the mandate

Each breach and prepared trade carries the mandate rule and data that triggered it, so a manager can verify the flag before acting rather than trusting a score.

Human in the loop

It prepares, the manager trades

The agent monitors and prepares rebalancing trades, but the portfolio manager approves anything that executes. The investment decisions stay with the person accountable for them.

Tuned over time

It keeps up with every mandate

As mandates are added, amended, or repriced, the agent is kept current, so every portfolio is watched against the guidelines that apply to it now.

Start the build

Watch every mandate, keep the investment calls

A scoping call maps your portfolios and mandates and returns what the agent would monitor and prepare, how success gets measured, and the fixed-price Sprint to build it.

Talk to us

Fixed-price AI Systems Sprint. No commitment until scope is confirmed.

What asset managers ask first

What is an AI asset management agent?

An AI asset management agent watches each institutional portfolio against its mandate, checks compliance, prepares rebalancing trades, and assembles investor reporting, all for the portfolio manager to approve. Tecla builds and operates the asset management AI agent inside your environment, so mandates are watched continuously while investment decisions stay with your managers.

How is an AI asset management agent different from an order or portfolio management system (OMS/PMS)?

An OMS or PMS is where trades and positions are recorded; the agent does the monitoring and preparation around them. It watches every mandate, catches breaches, and drafts the rebalancing and reporting rather than leaving those to the desk.

Does the asset management agent make investment decisions?

No. The agent monitors and prepares rebalancing trades, but the portfolio manager approves anything that executes. Buy-side AI is a partner, not the decider.

How does the agent handle mandate compliance?

It tests each portfolio against its guidelines, concentration, exposure, and regulatory limits continuously, so a breach is caught before it becomes a reportable problem. Every flag carries the mandate rule that triggered it.

What does Tecla's asset management build cover?

Tecla scopes the build to your firm: your mandate structures, the asset classes in scope, your compliance limits, and your investor reporting format. It runs inside your environment and is updated as mandates and limits change.

Can the agent handle investor and board reporting?

Yes. It calculates performance and attribution and assembles the investor and board reporting pack from verified figures in your firm's format, ready for review.

How is portfolio and investor data kept secure?

The agent runs in your environment under your own access rules. Portfolio and investor data stays within the boundaries your firm already answers to, and you own and control the system Tecla operates.

How long does an asset management build take?

A build starts with a fixed-price Tecla Sprint that maps your mandates, asset classes, and reporting so the agent fits how your firm manages portfolios.

We have a portfolio management team already. Where does the agent fit?

The agent watches every mandate and prepares routine rebalancing and reporting so the team spends its time on investment judgment, not monitoring and assembly.

How do we get started with Tecla?

A scoping call maps your portfolios and mandates and returns what the agent would monitor and prepare, how success is measured, and the fixed-price Sprint cost.

Have any questions?
Schedule a call to discuss in more detail.
Book a Call