Companion for First
Agentic AI for asset administration — start a conversation, analyze data, and make room for deeper thinking.
Taking AI Further
As a technology partner committed to innovation, ACTICO systematically invests in the research and practical application of artificial intelligence. Our goal is to deliver solutions that do more than sound visionary — they create tangible progress in day-to-day work. Companion for First is the result of that ambition: part of a product strategy that integrates AI intelligently and takes it further with purpose.
Companion for First is an agentic AI solution for a new era of digital asset administration — an intelligent, conversational companion that helps business users manage investments in First with confidence, compliance, and a future-ready approach.
As Easy as a Conversation
As a conversational assistant, the Companion understands requests in natural language. It helps with repetitive tasks as well as strategic assessments, becoming an integral part of business processes, controlling, and risk management.
Make Room for Deeper Thinking
The Companion enables a new way of working: subject-matter expertise remains at the center, supported by AI that structures work and carries out specific tasks on request. The result is context-aware, quality-assured output that speeds up decision-making, reduces risk, and creates room for strategic thinking.
Versatile in Use. Clear in Value.
The Companion supports the entire digital process with:
- targeted analyses
- easy-to-understand visualizations,
- automated reports,
- up-to-date industry information from financial news sources,
- context-aware guidance, and
- system-assisted explanations of complex First features.
Agentic AI — A New Standard for Digital Autonomy
Agentic AI represents a new level of artificial intelligence: systems that do more than respond—they act autonomously, purposefully, contextually, and reliably. This is precisely what makes Companion for First the ideal solution for the data-driven reality of asset administration. Where many individual steps are still required today, the Companion can take over entire analysis chains. It understands the request, independently identifies the relevant data in First, filters, calculates, and combines the information required—and presents the result in the format best suited to the task.
Autonomous Orchestration Instead of Manual Step-by-Step Processes
It independently orchestrates the tools required, intelligently selects the order in which to use them, and applies them efficiently, step by step. The Companion is not a tool that users have to operate manually; it is an intelligent actor that structures tasks and delivers a sound basis for decisions. That is agentic AI — and the next step in digital asset administration.
Our Modular Development Approach
Innovation needs structure to deliver impact. That is why the Companion is being developed through a modular process with a clear focus: subject-matter expertise, practical value, and a future-ready approach. The agentic AI solution will evolve with the requirements of asset administration, adapt to new regulatory frameworks, and continuously open up new fields of application. This keeps it connected to the needs of the business and makes it a central part of future-ready investment processes.
Concrete Use Cases as the Foundation of the Roadmap
Real-world applications are at the heart of the development. They reflect the day-to-day work of business users and focus on the areas where agentic AI can deliver tangible value.
The Current Use Case: Analyses & Visualizations
With Companion for First, accessing data-driven analyses from First Cloud is as easy as having a conversation.
- From a natural-language request, the Companion creates exactly the analysis you need — quickly, accurately, and in a clear structure.
- The Companion independently identifies what matters. It filters relevant data from your First Cloud data pool, combines it intelligently, and decides which tools to use and in what order. The result is a decision-ready view tailored to your needs — as a list, text, or graphic.
The Outlook: Value That Grows Over Time
What begins with analyses will gradually evolve into comprehensive day-to-day support:
- In the future, the Companion may also connect to and incorporate external information sources, such as publications from BaFin.
- AI agents automatically run defined, recurring analyses, create reports, generate text, and send notifications.
- An integrated knowledge assistant is also planned. It will explain system functions, support users with system use and customization, and help reduce training effort.
Who Can Use Companion for First?
Companion for First is an AI application that supports asset administration in our First solution. With First, our customers manage their investments end to end — including portfolio administration, investment accounting, Solvency II, regulatory reporting, investment risk controlling, and ESG.
First can be operated on premises or in the ACTICO Cloud, our powerful IT infrastructure for securely operating all our solutions in the cloud. Companion for First is available only in the ACTICO Cloud.
Stay Up to Date.
We will regularly add new content about the development of Companion for First, insights into our AI research, and practical use cases. Follow us on LinkedIn to stay up to date.