INSTITUTIONAL AI INSIGHTS

“You can’t govern what you don’t own — and you can’t own intelligence that runs on someone else’s platform.”

OLTAIX™ High-Level Topology — One Asset Owner, Three Partner Types

(Asset Manager, Asset Servicer, Data Provider)

Think of OLTAIX™ like an AI highway system built for one Asset Owner (AO):

• Each partner type — managers, servicers, and data providers — gets its own dedicated lane (an Agentic AI cluster).
   
• These lanes run in parallel, so traffic (data and insights) never collide or mix.
   
• Each lane has its own signs and rules (MCP registry and RAG index) to keep things organized.
   

The AO sits in the control tower above the highway:

• Sovereign Control — You decide who uses the lanes and how.
   
• Evidence & Transparency — Every vehicle’s path is tracked, so nothing is hidden.
   
• Audit & Accountability — A permanent record shows that traffic followed the rules.
   

Result: Partners run smoothly in their own lanes, but the AO stays firmly in the driver’s seat.

 OLTAIX™ delivers measurable impact for pension funds by transforming reconciliation, reporting,
and risk oversight. Through its Meta-Planner and specialized agents, the platform unifies fragmented data, accelerates decision cycles, and strengthens fiduciary governance. 

The white paper is provided for informational purposes only. OLTAIX™ is presented as a design vision and customizable framework; features and outcomes may vary by client instance. 

 OLTAIX™ is not a pre-packaged product — it is a customizable intelligence framework built exclusively for institutional asset owners. Each deployment is uniquely designed around the client’s custodians, managers, and governance needs, delivering evidence-backed foresight through specialized AI agents.