Make the firm’s process the platform’s process.
The Investment & Wealth Workbench ships ready to use — 23 agents, 95 workflows, 78 skills, 12 models, 10+ MCP connectors. ABC field engineers adapt the workbench to your firm; the firm then modifies, customizes, and extends it through five customization surfaces: custom workflows, firm controls, custom data connections, custom models, and firm-owned agents and skills. All inherit the same governance surface automatically.
Custom workflows
Build multi-step processes that match how your teams actually work — with the approvals, routing, and review chains the firm requires.
- Tiered supervisory queue
- Internal research pipeline
- Client-ready review chain
Firm controls
Set routing rules, define budgets, require local execution where it matters, pin specific models for work that needs consistency. Policy enforced at the Gateway, not in prompts.
- Local-only routing
- Per-team budgets
- Model pinning for client work
Custom data
Connect the platform to internal databases, custodial systems, alternative data, and proprietary research — once, then reuse across workflows. Every connection is an MCP, every call is traced.
- Custodian feeds
- Internal data warehouse
- Alternative data sources
Custom models
Bring the firm’s preferred hosted and local models. Pin them for sensitive work. Mix them across workflow stages by policy. Per-stage model routing is a runtime decision, not a rewrite.
- Self-hosted local models
- Approved hosted vendors
- Per-stage model selection
Custom agents and skills
Capture the firm’s own analyst, advisor, and supervisor roles — and the proprietary logic they apply — as named, reusable building blocks that compose against every other part of the platform.
- House research analyst
- House scoring methodology
- Disclosure formatting
What firms have done with this.
Embed the firm’s house view
A buy-side firm captured its proprietary research scoring as a reusable skill. Every research note generated through the platform now applies it automatically — without analysts remembering to.
Wrap a legacy reporting system
An RIA connected a 20-year-old performance reporting system to the platform via MCP. Advisors now query it from the same chat surface they use for everything else.
Bespoke supervisory queues
A broker-dealer authored its own tiered supervisory queues for advisor communications, with role-specific approvals — fully sealed in the event stream for examiners.
Mixed model routing by sensitivity
An asset manager keeps all client-facing communications on local models, while open research routes to hosted frontier models — same workflow, governed by policy.
Same platform. Your firm’s process.
The architecture review is where we map the firm-specific workflows, controls, data connections, and models your teams already rely on \u2014 and walk through how each becomes a first-class object on the platform.