Agent Studio
Composable agent pods for wealth operations — event-triggerable, governed, and stackable with the systems you already run.
Agents that work while you sleep
Wealth operations teams spend thousands of hours on repetitive surveillance, reconciliation prep, and exception triage. Agent Studio lets you deploy autonomous agents that handle these workloads on schedule — with every action logged, every decision auditable, and every high-risk step routed through human-in-the-loop approval.
We built Agent Studio because we've spent thirty years inside the trust accounting engine room. We know which tasks are safe to automate, which require escalation, and which need role-based permissions that mirror how your institution actually operates.
- Overnight reconciliation checks Agents compare positions, cash, and accruals against expected states and surface discrepancies before your team arrives.
- Fee schedule monitoring Continuous surveillance of fee calculations against contracted schedules, with alerts on drift or misapplication.
- Account exception surveillance Proactive monitoring for stale accounts, missing documentation, regulatory triggers, and operational anomalies.
- Migration workflow automation Structured agents that guide data migration steps, validate mappings, and produce audit-ready progress reports.
Governance by design
Autonomous does not mean unaccountable. Every agent in Agent Studio operates within a governance framework designed for regulated financial institutions:
- Full audit trails — every agent action, input, output, and decision point is recorded with timestamps and actor attribution.
- Human-in-the-loop approvals — configurable escalation gates for actions above defined risk thresholds.
- Role-based permissions — agents inherit and respect your institution's access controls; no agent operates outside its authorized scope.
- Integration with existing platforms — designed to work alongside major trust accounting platforms, InterSystems Caché/IRIS, and adjacent systems — interoperable, not rip-and-replace.
Request an Agent Studio demo
We'll walk through use cases relevant to your platform, governance model, and operational priorities.
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