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
Some of Our 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 More45 min → seconds
Meeting prep, end to end
30+
Specialised wealth-management agents
0
Confidential data sent to external models
Generic AI vs. coreIntelligence
A general-purpose assistant can write text. coreIntelligence works inside your data, takes action, and holds up to Swiss regulation.
| Category | Generic AI | coreIntelligence |
|---|---|---|
| Integration | No access to your portfolio data or systems | Direct, secure connection to your PMS, email and more |
| Agents | You build prompts and tools from scratch | Specialised agents pre-built for wealth management |
| Output | Chat replies only, no reports or actions | Briefings, reports and emails from live data, send directly from chat, on your approval |
| Traceability | Can't prove where an answer came from | Every answer cites its source: fully traceable |
| Data residency | US-hosted, data leaves your environment | Swiss-hosted, data never leaves your environment. FINMA-ready |
| Your data | Prompts may be retained and used to train external models | Nothing confidential leaves your environment; never used to train external models |
| Compliance | Public cloud. No audit trail for FINMA or auditors. | Swiss / EU-hosted, full audit trail, human-in-the-loop. FINMA-ready. |
Integration
Agents
Output
Traceability
Data residency
Your data
Compliance
Agent 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