coreAgents
Autonomous AI agents for wealth management operations
Your autonomous wealth team
Automate Wealth Management Workflows
coreAgents are autonomous AI assistants that handle complex wealth management operations around the clock, streamlining processes and reducing operational costs.
Each agent is specialized for specific wealth management functions like portfolio monitoring, client onboarding, document analysis, and compliance monitoring with human-level understanding and machine-level efficiency.
Our Agent Types
- Portfolio Management Agents
- Client Onboarding Agents
- Compliance Monitoring Agents
- Document Analysis Agents
- Risk & Suitability Agents
- Reporting Agents
Available Agents
Arminius
Relationship Management Agent
AI-powered portfolio intelligence - meeting briefings, compliance checks, and cross-portfolio questions via PMS integration.
Learn MoreMarket Research
Real-time market news, securities research, and macro & thematic insights - synthesized into decision-ready, source-cited briefings.
Learn MoreDocument Analysis
Extract key information from financial documents with high accuracy and compliance.
Learn MoreKYC & Onboarding
Streamline customer verification and onboarding with AI-powered identity validation and document processing.
Learn MoreCompliance Monitoring
Continuous oversight of investment guidelines, suitability, and regulatory rules - with real-time breach alerts and a complete audit trail.
Learn MoreAgent Capabilities
24/7 Operation
Continuous monitoring and processing with no downtime or breaks.
Adaptive Learning
Agents improve over time by learning from interactions and outcomes.
Seamless Handoff
Intelligent routing to human staff when situations require human judgment.
Deploy intelligent wealth management agents today
Transform your operations with AI agents that handle routine tasks, monitor for issues, and provide exceptional service.
Get Started with coreAgents