AI Product & Service Launches - 5/11/2026
Broadridge Deploys Agentic Capabilities Across Capital Markets, Wealth Operations
Broadridge Financial Solutions Inc. announced that its agentic artificial intelligence capabilities, including software that analyzes, prioritizes and resolves operational exceptions without constant human instruction, are live in production, spanning capital markets and wealth management workflows.
The capabilities include two AI partnership paths: full managed services, which see Broadridge run operations end-to-end, or deployment of Broadridge’s agentic platform and technology directly into a firm’s own infrastructure.
Broadridge’s agentic capabilities have been shaped by production deployments inside its managed services across more than 40 clients since 2024, processing millions of operational transactions monthly across post-trade, account management and client services workflows.
Broadridge’s technology and operations platforms process and generate more than 7 billion communications annually and underpin the daily average trading of more than $15 trillion in tokenized and traditional securities globally.
Allvue, RSM Launch Operating Model for Capital Calls
Allvue Systems LLC, a technology provider for capital markets, and RSM US LLP, a provider of assurance, tax and consulting services for the middle market, announced a strategic alliance to launch an agentic artificial intelligence capital operating model. The model will assist the government and execution of capital calls across private capital firms using agentic AI orchestration.
By introducing real-time interaction with live fund and investor data, capital calls can be reviewed and approved through a conversational interface while providing full visibility into each investor’s status from notice through funding. For limited partners, it delivers faster, clearer and more consistent communications with reduced error risk.
RSM professionals, who serve as the institutional backbone of the operating model, are accountable for review, validation and general partners’ approval, ensuring capital events meet institutional standards for accuracy, control and auditability. By applying AI to allocation drafting, scenario modeling, general partner account selection and limited partner notice delivery, the Agentic AI Capital Activity operating model coordinates data validation, scenario modeling, approvals and posting to investor communication, through an AI-orchestrated process.
Allvue Systems has more than $8.5 trillion in assets and 21,000 funds, and it manages more than 500 clients.
EmotionShield AI Launches Behavioral Intelligence Platform
EmotionShield AI, a Delaware-based artificial intelligence company, launched its Emotion-Adaptive Decision Intelligence platform using behavioral intelligence infrastructure.
EmotionShield AI is designed to operate alongside existing AI systems to analyze decision behavior in real time, identifying impulsive actions, overconfidence, anchoring and fatigue. The platform is initially launching in the U.S., with plans to expand into international markets and extend the capabilities into institutional finance and enterprise AI systems.