FinTech · US Family Office / Investment Firm
A 5-agent AI that answers any portfolio question in seconds.
A multi-agent financial intelligence platform unifying portfolio, market, CRM, and email data into one natural-language layer — every answer cited, every source dated, access controlled by role.
The challenge
What they were up against.
Analysts at a US investment firm were spending hours assembling answers from four disconnected systems — portfolio accounting, market-data, CRM, and email — with no single place to ask a question and trust the answer.
Any AI layer over financial data had to be auditable: every answer needed a verifiable source and date, and different analyst roles could see different data subsets.
What we built
The system we shipped.
Five specialized agents
A retrieval agent per source plus an orchestration agent that routes a natural-language question to the right systems and composes a single grounded answer.
Cited, dated retrieval
Hybrid retrieval over a governed knowledge layer; every answer cites the source document and its extraction date — no anonymous assertions.
Governed access & evaluation
Role-based retrieval so each analyst sees only permitted data, with hallucination rate tracked monthly against a golden dataset.
Results
Outcomes, verified from production.
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