Finance-Grade Security. Modular Architecture. Accurate AI.

Control which systems, tools, and datasets each agent can access with full visibility and governance. 

Orchestrate how tasks move between agents, tools, and LLMs while keeping audit logs and compliance guardrails in place. 

MCP Hub can plug into any frontend, like Copilot or Enterprise GPT to ensure financial-grade security and compliance of connectors into any UI. 

Instantly connect AI to CRMs, document management systems, research databases, and compliance tools with minimal IT effort. 

Each connector is optimized for workflows like KYC, due diligence, portfolio updates, and research extraction. 

Add integrations to proprietary or legacy systems through secure, configurable server endpoints.

Start instantly with our prebuilt agents for common financial workflows such as KYC, RFP analysis, investment insights, due diligence, and more, all customizable to your firm’s processes.

Design task-specific agents using an intuitive interface where you can define steps, inputs, constraints, and outputs. 

Securely link agents to your documents, databases, and applications, so they work with accurate, governed information. 

Lets teams securely upload documents, transcripts, spreadsheets, or emails and get contextual answers, summaries, and insights in seconds. 

Transforms tables, portfolios, and datasets into interactive, AI-driven analysis that can be reused and shared across teams. 

Automatically adapts the AI’s behavior for each workflow, switching seamlessly between table views, plain text, or dossier formats without leaving the chat.

Use APIs to bring search, Q&A, and workflow automation into your portals, dashboards, and internal tools. 

Developers can define custom tools, prompts, logic, or entire workflows using familiar programming languages. 

Trigger agents, pass structured inputs, retrieve outputs, and orchestrate multi-step workflows directly in code. 

Our platform offers a built-in feedback mechanism. Chat users can provide a positive or negative feedback to any AI response. Admins can easily access and leverage these actionable insights for continuous improvement.

The Benchmarking solution enables our clients to test data quality and compliance on a large scale. By automatically comparing AI generated answers to the ground truth, hallucinations and inaccuracies can be detected and addressed early on.