Omega Point Launches Kelly AI Agent for Investment Analysis

September 10, 2026
Omega Point has launched Kelly, an AI agent that creates investment analysis and dashboards for research, portfolio construction, risk management and manager evaluation.

Omega Point announced in a press release the launch of Kelly, an AI agent for investment analysis. The agent creates custom analysis and dashboards for research, portfolio construction, risk management and manager evaluation.

Kelly computes its responses using Omega Point's Investment Intelligence Engine, a deterministic calculation system used by managers overseeing more than $7 trillion in assets. Results include links to their sources, and the agent operates within each user's existing access permissions.

Firms must explicitly enable Kelly before staff can use it. Omega Point said firms testing the agent used it to answer investment questions and build analytics based on the results.

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