Can we control what users and agents can access by role?

Yes. Every agent capability is accessed through a permissioned service call. Firms can define which data, tools, and actions each agent or user may access and can use policy and workflow controls to determine which steps may run automatically and which require human review or approval.

Does Agent Connect require us to replace our existing systems or user channels?

No. Agent Connect is designed to work across Mosaic modules and connect them with advisor desktops, client portals, reporting tools, chatbots, order-management platforms, and other enterprise systems. It uses Mosaic’s public service layer, so firms can add governed AI workflows without replacing existing systems or creating a separate copy of the portfolio record.

How does Agent Connect keep AI responses and actions controlled and auditable?

Agent Connect grounds responses in near-real-time investment data rather than open-web guesses. Every capability is a permissioned API call, and actions are traceable through the investment ledger. Firms can require human review for sensitive or consequential steps, while each client operates in a dedicated, cryptographically separated environment.

Avaloq Mosaic Agent Connect

Trusted data. Connected AI. Controlled action.

Bring governed AI into advisor, client and operational workflows using permissioned investment data and approved services.

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AI-powered workflows delivering the execution speed and control the market demands.

Benefits

Use relevant investment context

Current investment data and approved enterprise information provide context for AI responses, with access to the records supporting each response.

Control access by role and policy

Defined workflows determine which data, tools and actions are available to each user or agent.

Choose what to automate

Automation policies define which activities may proceed automatically and which require review by an adviser, operations specialist or supervisor.

Connect existing AI environments

Open APIs and the Model Context Protocol (MCP) make approved services available to existing agents through permitted Avaloq Mosaic capabilities.

Maintain an activity record

Service calls, supporting information, approvals, decisions and outcomes provide a traceable record for operational review and audit.

Move from answers to action

AI agents can prepare actions and progress workflows within policy, with human review or approval where required.

Agent Connect in detail

Accelerate AI-enabled workflows while keeping control.

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Turn investment insight into informed next steps

Help your teams prepare for client conversations, understand portfolio impact and propose informed next steps. Bring AI into the workflows where decisions happen, grounded in permissioned investment data and connected to approved services. Supporting records inform each response, with human review where your policies require it.

Highlights

Prepare for client conversations by summarizing relevant portfolio changes and providing access to the underlying records supporting each response.
Explain portfolio impact by identifying affected portfolios, calculating the client-level effect and presenting the relevant investment data.
Prepare controlled next steps by drafting actions for review while policy determines what may proceed automatically and what requires human approval.

Connect governed agents to your existing ecosystem

Agent Connect brings AI into existing workflows without adding a disconnected data or application layer. It connects the Avaloq Mosaic capabilities with advisor, client, reporting, order-management and enterprise systems through controlled service interfaces.

Grounded

Responses use current, approved investment data and can reference the underlying records supporting each result.

Permissioned

Access to data, services and actions is controlled according to role, policy and workflow.

Human-controlled

Institutions determine what agents may automate and where an adviser, operations specialist or supervisor must review or approve an action.

Traceable

Relevant data access, service calls, proposed actions, approvals and outcomes are captured for operational review and audit.

Frequently asked questions

Yes. Agent Connect exposes approved Avaloq Mosaic capabilities to AI agents through APIs and the Model Context Protocol (MCP), supporting skills and tool-use workflows. This allows firms to connect existing agents to permitted Mosaic services and near-real-time portfolio data without rebuilding the agent layer.

Part of Avaloq Mosaic

Agent Connect works across Portfolio IQ, Allocator and other approved Mosaic capabilities, while connecting with advisor, client, reporting, order-management and enterprise systems through public service interfaces.

Find out more

Connect your AI environment with permissioned investment data and approved services, with human oversight where policy requires. Talk to an Avaloq expert.

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