Connect Agents to Trusted Internal & External Data Sources
- Securely connect approved internal applications, including CRM, file libraries, email, and calendar systems, using pre-built connectors
- Natively access data already in CENTRL Diligence and Response modules
- Enrich agent workflows with external sources such as Form ADV data, web search, and other industry data sources
- Expand connectivity over time with a rapidly growing connector ecosystem built for investment management firms
Launch Expert-Built Agents and Build Custom Workflows
- Get started quickly with a curated library of pre-built agents and domain-specific skills for Manager Research and Investor Relations
- Use agents designed by CENTRL industry practitioners and domain experts with decades of experience
- Tailor agents to your organization’s terminology, methodology, analysis approach, instructions, and preferred outputs
- Clone pre-built agents or build new custom agents from scratch, with expert guidance to continuously enhance them
Automate Multi-Step Workflows With Human Control
- Produce rich, professional deliverables including reports, documents, slide decks, and spreadsheets
- Take action in connected systems, such as creating draft emails, preparing follow-ups, and teeing up record updates
- Keep humans in the loop to review, refine, and approve outputs and actions before they are shared, sent, or committed
- Maintain a rich audit history of agent actions, approvals, generated outputs, and changes to agent instructions or configurations
Executive Reporting with Generative AI Workflows
- Centralize due diligence data into one source of truth to uncover key insights
- Instantly generate polished summaries and reports for committees and clients.
- Detect emerging risks, trends, and anomalies in real time.
- Deliver consistent, contextual insights for faster, smarter decision-making.
Manage Agents With Built-in Governance Model
- Centrally manage agent creation, configuration, access, and deployment with role- and team-based permissions
- Control which agents, skills, and approved data sources users can access, including for real-time chat
- Monitor agent usage, feedback, and adoption to continuously improve quality and enforce governance policies
- Integrate with agent control planes as needed
Resources
CENTRL Launches CentrlX, a New Agentic Platform for Automating Manager Research and Investor Relations Workflows
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 Team
Jun 9, 2026
3 min read
From Tasks to Intelligence: How Agentic AI and Integrated Data Are Redefining Workflows in Asset Management
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.
Dave Paolisso
May 12, 2026
4 min read
ODD 3.0: From Periodic Reviews to Continuous Intelligence
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.
Scott Decker
May 6, 2026
3 min read