Arcesium, a global financial technology company, has launched a new suite of AI features for its data platform, Aquata. The update is designed to help institutional asset managers, hedge funds, and private market firms scale their AI strategies by unlocking value from unstructured data sources and improving interoperability.
The financial services sector is notoriously reliant on document-heavy workflows, particularly in private markets. Arcesium’s new release specifically targets the challenge of unstructured data—such as PDFs, emails, and notices—which often requires significant manual intervention to process.
The update introduces a generative AI-powered agent capable of extracting structured data from these documents. The agent ingests and organizes the information, applying data quality rules to create a reliable foundation of proprietary data.
For private credit managers, the impact of this automation has been quantifiable. According to Arcesium, the tool successfully extracted loan lifecycle events—such as drawdowns, paydowns, and interest repricing—from notices across more than 15 counterparties. This process reduced what was previously hours of manual validation by operations teams into “minutes of exception-based review.”
Connecting AI to governed data
Alongside data extraction, Arcesium has launched a Model Context Protocol (MCP) server within Aquata. This feature addresses the challenge of connecting enterprise AI tools to a firm’s internal data.
The Aquata MCP server enables investment firms to use natural language to orchestrate investment lifecycle data from any enterprise AI interface. By leveraging domain-aware schemas, the server allows users to query data for analysis or run transformation workloads while ensuring the AI interacts with a “governed, trusted” data foundation.
Bryan Dougherty, chief technology officer at Arcesium, emphasized the necessity of these tools in the current market: “Financial services is awash with unstructured communications. That data is both underutilized and creates tremendous data management challenges. Generative AI and LLMs are well-suited to mitigate those obstacles, and we’re committed to being at the forefront of our industry in integrating cutting-edge technology into AI-enabled solutions with interoperability at their core.”
Scale and Context
Arcesium, which was developed from a platform created by the D. E. Shaw group and launched as a joint venture with Blackstone Multi-Asset Investing, currently services over $5.3trillion in gross AUM.
Mitya Miller, senior vice president and general manager of the Aquata platform, noted that clients are currently processing “hundreds of thousands of documents monthly” for critical workflows. He stated that the new capabilities position Aquata as a unified operating model that combines unstructured data intelligence with a governed investment data foundation.
The new AI tools are now available to all users of the Aquata platform.