S2 Strategy rebrands AdviserGPT as Orrigo AI and adds Data Agent

S2 Strategy launched Orrigo AI, an agentic marketing platform for investment management firms, and introduced a new Data Agent for recurring due diligence questionnaires and quarterly data updates. The release expands the company’s AI workflow tools beyond RFP automation as firms look for faster, compliance-driven marketing operations.

Why it matters: - Asset and investment management marketers spend substantial time updating RFPs, DDQs, proposals and commentary with compliance-approved language. - Orrigo AI is built to reduce manual copy-paste work and speed up data-heavy updates without leaving the firm’s governed content environment. - The platform’s Trust Score is designed to flag how closely generated content matches approved language, which matters in a highly regulated marketing process.

What happened: - S2 Strategy launched Orrigo AI on August 6, 2026. - AdviserGPT, the company’s patented RFP Agent, has been rebranded as Orrigo AI. - S2 Strategy also released a new Data Agent for asset management marketers. - The company said the Data Agent is currently available via waitlist. - Orrigo AI is available to investment management firms in Emerging, Professional and Enterprise versions.

The details: - Orrigo AI is an agentic AI platform for marketers at asset and investment management firms. - The platform includes a library of purpose-built AI marketing agents for end-to-end workflows. - Current agents include an RFP Agent, a Drafts Agent for client communications, and Vault Agents for managing compliance-approved content. - The Data Agent is designed to streamline portfolio and strategy updates for recurring due diligence questionnaires. - The Data Agent pulls quarterly performance data from portfolio accounting and reporting systems, attribution systems and consultant database datastores. - Orrigo AI brings compliance-approved narrative content and proprietary strategy data into a segregated, data-encrypted system. - The platform works through plug-ins in Microsoft Word, Excel and Chrome or Edge browsers. - Orrigo AI can onboard prior questionnaires, insights documents and presentations from Word, Excel and PDF files. - The platform can also onboard quarterly data files from consultant database distribution and portfolio attribution providers. - Orrigo AI can incorporate prior commentary, market insights, investment research and AI-native client meeting notes. - The platform’s Vault stores compliance-approved language and data. - Orrigo’s agents reproduce content in a firm’s tone of voice. - Each generated answer or content item includes a Trust Score with similarity matching to the firm’s Vault. - Orrigo AI is in the certification process for SOC 2, with planned completion this year. - The company included a LinkedIn page in the release. - More information is available at www.orrigo.ai.

Between the lines: - S2 Strategy is moving from a single-purpose RFP tool toward a broader marketing system for investment firms. - The release positions compliance and governance as the main differentiator versus generic AI tools and portal add-ons. - Brian Stone, co-founder and CEO of Orrigo AI, said firms want more than RFP automation and are moving toward data-heavy DDQ workflows. - Stone also said firms using compliance-driven, AI-native marketing will outperform firms that rely on legacy content management tools and proprietary web portal AI add-ons. - Stephen Lee, principal at Logan Capital Management, said the suite gives his team one system to complete questionnaires and draft compliance-approved content. - Patricia O’Donnell, founder and CEO of IMSS, said trusted, well-governed data is required for meaningful AI results in investment management. - Orrigo says hallucinations and expanded risk rates can be up to 4X higher without a compliance-first AI approach.

What's next: - The Data Agent will roll out from the waitlist to broader availability. - Orrigo AI’s SOC 2 certification process is expected to finish this year. - S2 Strategy is likely to keep expanding the agent library as firms ask for more workflow automation beyond RFPs and DDQs.

The bottom line: - S2 Strategy is betting that investment management marketers will adopt AI faster when it is packaged as a compliance-first workflow system rather than a general-purpose chatbot.