Intelligence at the Core explores how asset managers, asset servicers and asset owners can implement AI on a trusted accounting foundation

NEW YORK and LONDON – August 11, 2026 – FundGuard, the cloud and AI-native investment operations and accounting platform, today announced the publication of Intelligence at the Core: The AI Divide in Investment Accounting, a new white paper examining the architectural foundations required for successful AI adoption across investment operations and accounting.

As firms across the investment management industry accelerate AI initiatives, the white paper explores why architecture has become a critical factor in determining whether AI can move beyond isolated use cases into production. It outlines an AI-readiness framework for evaluating investment accounting platforms and examines the role of real-time accounting data, cloud-native architecture and governed AI in supporting agentic workflows.

"Investment firms are moving beyond asking whether they should adopt AI to understanding how to implement it effectively," said Yaniv Zecharya, Co-Founder and Chief Technology Officer at FundGuard. "The quality of the underlying accounting foundation is essential to what AI requires: trusted, real-time data, complete auditability and an architecture designed to support intelligent automation. This white paper provides a practical framework for evaluating AI readiness and separating production-ready capabilities from marketing claims."

The white paper explores topics including:

  • Why legacy batch architecture limits AI adoption in investment accounting

  • The architectural principles that support production-scale AI

  • The role of embedded AI in exception management, continuous NAV validation and investops workflows

  • Emerging interoperability standards including Model Context Protocol (MCP) and Agent-to-Agent (A2A)

  • Questions firms should ask technology vendors when evaluating AI capabilities

Written for asset managers, asset servicers and asset owners, Intelligence at the Core provides practical guidance for organizations evaluating AI strategies while modernizing investment operations and accounting.

The white paper is available for download here: https://hubs.ly/Q04szxYz0

About FundGuard: fundguard.com

Media Inquires Contact: erika.alter@fundguard.com