Introducing Thematic Agentic Workflows to automate and streamline critical, manual asset management processes

Introducing Thematic Agentic Workflows to automate and streamline critical, manual asset management processes

Today we’re excited to share the news of the launch of a significant upgrade to the Thematic AI platform- Thematic Agentic Workflows. Thematic Agentic Workflows is our asset and portfolio management framework built on our advanced AI capabilities and mulit-LLM approach, that transforms your critical processes into efficient, automated workflows.

But what does "agentic" mean?

As the team at Anthropic explains, there's a key distinction between workflows and agents in an agentic system. Agents excel at open-ended problems where the required steps are unpredictable and can't be hardcoded. Workflows create repeatable, automated processes. We've developed a system that combines both approaches for asset and portfolio management, maintaining consistency while adapting to user inputs at critical steps.

Now, with Thematic Agentic Workflows, institutional asset managers can take advantage of powerful AI tools with our GPT, Claude, and Gemini integrations to deliver the specialized workflows that speed up routine tasks, enabling you to achieve outcomes at scale that were previously infeasible. We do the unsexy work so that you can allocate time to higher leverage activities.

Thematic Agentic Workflows are fully integrated into our stack with comprehensive logging and auditing features that meet institutional regulatory requirements and compliance standards.

With this platform upgrade, Thematic can now automate critical portfolio, index, and ETF workflows for institutional asset and crypto managers.

Contact us to learn more how Thematic can streamline and automate your high-value and routine workflows.