I am excited to announce that the latest FPM Release (2026.2.2) marks the launch of FPM AI Services. This new framework embeds AI capabilities directly within FPM that will transform and streamline investment operations enabling a quantum leap in efficiency and control.

This first phase introduces the FPM AI Assistant as well the FPM Compliance AI Assistant, with additional AI-driven capabilities planned for phased rollout over the coming months.

The new FPM AI Assistant allows users to ask questions and interact naturally in chat mode. It supports conversational, multi-step interaction, making it easy for users to refine requests and get the information they need in context.

The FPM Compliance AI Assistant enables users to upload regulatory or mandate documents and have FPM automatically propose compliance rules based on the document’s contents.

This is only the beginning of the FPM AI roadmap. Over the coming months, we plan to introduce further game-changing AI capabilities across areas such as Corporate Actions, Imports, smarter Search and Filtering, AI powered Reporting, and additional intelligent Workflow-driven AI Agents.