Axis
Axis brings AI agents to finance
overview
AXIS is an AI agent platform that automates advisor transitions and middle-office operations for wealth management firms.
AI agents are coming to financial firms. For many firms, the middle office has become the single greatest drag on scale — and AI agents directly target this structural constraint. Weighed down by disconnected legacy systems, error-prone manual processes, and large personnel headcounts, middle office operations have long been a major bottleneck for asset management and wealth management firms.
the Result
Built on Palantir’s data infrastructure, AXIS uses an 11-agent system to reduce advisor onboarding from 90 days to 14 days, enabling faster revenue generation and improved operational capacity.
11
AI agents
+85%
Faster onboarding
What makes this technology distinct is the ability to apply intelligence within an operations layer, not only automate tasks.
Tom Van Horn
Axis COO
