BYOB

Financial services firms spend significant staff hours on tasks that follow predictable rules: generating onboarding decks, logging complaints, producing regulatory reports, monitoring portfolio exposures. Ani Tech builds configurable AI agents that handle these tasks autonomously, operating across the firm’s existing systems and reporting back when work is complete. The firm describes these agents as an ‘AI workforce’ rather than a toolset, a distinction that reflects how the product is structured: a central orchestrator called Ani assigns tasks to specialist agents, while a layer of guardian agents checks output quality, performance, and compliance before anything reaches a client.

Clients including Delfin Private Office, Capricorn Private Investments, and Octopus Money are already using the platform. Delfin’s partner cited full data transparency and auditability across performance and risk workflows as specific operational outcomes. A documented deployment at Octopus Money reduced onboarding administration time by 75%. The advisory panel includes the CIOs of Capricorn Private Investments and Numen Capital, which signals active input from private wealth practitioners rather than passive endorsement.

The current agent roster covers:

• Client onboarding pack generation with behavioural profiling integration
• MiFID, PRIIPs, and UCITS regulatory report production with audit trails
• Portfolio liquidity analysis and liquidation modelling
• Sector, geography, and currency exposure monitoring
• Bulk data import and validation
• Complaint logging, categorisation, and regulatory-compliant response drafting

Pricing is not publicly disclosed, and the platform appears primarily UK-focused based on the regulatory coverage and client base cited. Family offices evaluating Ani Tech should expect a custom build process: agents are configured to the firm’s own rules, tone, and thresholds. That flexibility is the core proposition, but it also means the time to deployment depends on how clearly the firm can define its own workflows.