23 working agents for the front-office work financial teams already do.
The Investment & Wealth Workbench ships 23named agents, each purpose-built for one job and ready out of the box. Underneath, each composes workflows, skills, and MCP connectors on the same governed runtime — so the same invariants, the same event stream, and the same EAC cover every one of them. Use as shipped, configure to your firm, modify, or author your own.
Research
Move from generic AI answers to governed financial research.
Portfolio
Analyze portfolios, build recommendations, and explain results faster.
Client communications
Draft client-ready work with built-in suitability and disclosure controls.
Compliance operations
Supervise, scan, and produce examiner-ready evidence — without standing in the way of work.
Or build the firm’s own.
The 23 workbench agents are working software, not a starter set. But they’re also the floor — the firm’s own agents, skills, and MCP connectors all compose from the same building blocks and inherit the same governance surface automatically.