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OLTAIX™ — Illustrative use cases* for every asset owner.
Public Pensions — Operational Efficiency & Funding Stability
In Action: OLTAIX™ Cutting Manual Reconciliation to Stabilize Funded Status
- Trigger: Manual reconciliations across 5 custodians and 12 managers delay funded-ratio updates by weeks, impairing glidepath decisions.
- Meta-Planner: Goal = unify data feeds, reduce reconciliation exceptions, and deliver weekly funded-status updates.
- Delegation via MCP: Sub-goals assigned to ALM Agent, Reconciliation Agent, and Narrative Agent.
- Local RAG: ALM Agent pulls actuarial liabilities; Reconciliation Agent ingests custodial breaks; Narrative Agent drafts board-ready report.
- Outputs: Funded status updated in near real-time with reconciled positions.
Quantified Impact: Reconciliation effort cut 70–80% (10–15 FTE savings); surplus volatility reduced by 30–50 bps from faster glidepath rebalancing.
Highlight: OLTAIX™ delivers board-ready funded status packs in <1 week versus 4–6 weeks today.
Sovereign Wealth Funds — Private Markets Transparency & Geopolitical Risk
In Action: OLTAIX™ Reconciling Illiquids During a Sanctions Shock
- Trigger: Sanctions freeze 10% of portfolio exposure in private markets and listed equities. Legacy systems cannot reconcile GP reports with custodian valuations in real time.
- Meta-Planner: Goal = quantify private market exposure under sanctions, simulate liquidity impact, and recommend reallocation.
- Delegation via MCP: Tasks routed to Private Markets Agent, Macro Agent, and Liquidity Agent.
- Local RAG: Private Markets Agent ingests GP PDFs; Macro Agent pulls sanctions/FX data; Liquidity Agent checks capital call pipelines.
- Outputs: Exposure and liquidity gaps mapped in real time; mitigation plan produced.
Quantified Impact: 50–100 bps drawdown avoided; $2–3B in sovereign reserves safeguarded; illiquid reconciliation cycle compressed by 80%.
Highlight: OLTAIX™ closes the valuation lag in private markets, integrating sanctions and liquidity buffers into sovereign decision-making.
Insurers — Solvency Capital & Private Credit Valuation
In Action: OLTAIX™ Automating Solvency Testing for Private Credit
- Trigger: Rising defaults in private credit portfolios strain solvency ratios; manual capital models run quarterly, missing real-time risk.
- Meta-Planner: Goal = reconcile private credit exposures, run stress scenarios, and restore solvency buffer.
- Delegation via MCP: Sub-goals assigned to Credit Agent, Capital Agent, and Hedging Agent.
- Local RAG: Credit Agent parses GP data on defaults; Capital Agent recalculates RBC/ Solvency II; Hedging Agent models overlays.
- Outputs: Solvency ratio projected to drop below 130% minimum without intervention.
Quantified Impact: Solvency ratio improved 20–30 percentage points; RBC add-on capital charges reduced 40–50%; 50% less manual effort in stress testing.
Highlight: OLTAIX™ provides insurers with continuous solvency intelligence, reconciling private credit data and automating hedging proposals.
Endowments & Foundations — Liquidity & Donor Restriction Alignment
In Action: OLTAIX™ Preventing Forced Sales During Capital Calls
- Trigger: $150M in private equity capital calls coincide with grant disbursements, risking donor covenant breaches and forced sales.
- Meta-Planner: Goal = honor donor restrictions, align payout with liquidity, and protect corpus.
- Delegation via MCP: Sub-goals go to Stewardship Agent, Liquidity Agent, and Spending Agent.
- Local RAG: Stewardship Agent parses donor covenants; Liquidity Agent aggregates custodian balances; Spending Agent runs payout models.
- Outputs: Optimized payout at 4.5% (vs. 5%) sustains liquidity while honoring donor rules.
Quantified Impact: 100–200 bps performance preserved by avoiding forced sales; 30–50 bps less spending mismatch risk.
Highlight: OLTAIX™ links donor agreements with payout models, cutting mismatch risk by 50%+ and sustaining long-term corpus.
Family Offices — Succession, Governance & ESG Alignment
In Action: OLTAIX™ Formalizing Succession and ESG Oversight
- Trigger: Generational transfer exposes weak governance and 20% of portfolio misaligned with ESG/family charter.
- Meta-Planner: Goal = codify governance rules, secure sensitive data, and realign portfolio with family values.
- Delegation via MCP: Sub-goals routed to Governance Agent, Privacy Agent, and Impact Agent.
- Local RAG: Governance Agent reviews trust documents; Privacy Agent secures custodian feeds; Impact Agent scores investments for values alignment.
- Outputs: Governance triggers formalized; misaligned assets flagged for rebalancing.
Quantified Impact: Manual consolidation cut 70–90%; 15–20% portfolio realigned; governance readiness reduces succession conflict risk by 80%.
Highlight: OLTAIX™ transforms succession planning into an evidence-backed, values-driven governance process.