Data plane
Licensed and proprietary feeds normalized with entitlements and retention rules.
Multi-Agent Investment Decision System
Research copilot and analytics support for securities institution analysts.
Overview
Multi-Agent Investment Decision System
A multi-agent stack supports institutional researchers across ingestion, factor checks, narrative drafting, and review. Each step is observable; outputs bind to sources and internal policy.
Research throughput without blind spots
Grounded drafts, cited sources, policy-checked release
Capabilities
Multi-Agent Investment Decision System
Multi-source ingest: exchange filings, news, estimates, and proprietary feeds.
Collaborative agents for theme mapping, peer comps, and risk flagging.
Draft generation with mandatory citation and policy filters before release.
Workbench integration so analysts approve, edit, and publish in existing tools.
Replayable agent traces for internal audit and model governance.
Coverage-aware routing so sector teams share templates without cross-leakage.
Architecture
Ingest to policy-checked publish
Policy and lexicon
House style, restricted lists, and compliance filters applied before any draft ships.
Agent mesh
Specialized agents ingest, map, flag, and draft; analysts own final judgment.
Agent roles
How agents divide the work
Ingest agent
Watches filings, news, and estimates; deduplicates and tags by issuer and theme.
Mapping agent
Builds peer sets, factor snapshots, and thematic links with source bindings.
Risk agent
Surfaces policy hits, sentiment shifts, and estimate revisions worth analyst review.
Draft agent
Produces cited bullets and narrative stubs; cannot bypass citation or policy gates.
Integrations
Works with research infrastructure
Market data and filings
Connect vendor terminals, exchange feeds, and internal warehouses.
Research desktop
Plugins or APIs for Word, Excel, and internal note systems analysts already use.
Compliance archive
Export bundles with agent steps, sources, and approver actions for audit.
Private deployment
VPC or on-prem when data cannot leave the institution.
Why teams choose this
Institutional research patterns
Multi-agent division
Ingest, map themes, flag risk, and draft—each step logged and replayable.
Mandatory citations
No publish path without bound sources and policy filters.
Workbench native
Analysts stay in existing desktop tools for final judgment.
Use cases
Where teams deploy the system
Morning note production
Compress overnight filing and news intake into structured briefs per coverage list.
Deep-dive support
Pull comps, estimate revisions, and risk flags while analysts focus on thesis.
Event-driven updates
When issuers file or guide, agents refresh thesis bullets with new citations.
Outcomes (pilot benchmarks)
What desk pilots typically show
25%+
Hours saved
On morning-note and filing-intake workflows in scoped pilots.
100%
Citation gate
Publish path blocks uncited or policy-failing drafts.
2–4 wks
Desk pilot
Measurable signals on one sector or watchlist before wider rollout.
Illustrative figures from representative pilots. Customer metrics remain confidential and can be shared under NDA.
How we deliver
From desk pilot to desk standard
Coverage scoping
Pick one sector or watchlist; align on tone, compliance, and data entitlements.
Desk pilot
Measure hours saved, citation quality, and error rates over 2–4 weeks.
Production
Scale entitlements, routing rules, and archival for regulators and internal audit.
Ready to run this in production?
Start with a scoped discovery session. We align data, compliance, and measurable outcomes before rollout.