Knowledge foundation for wealth advisory agents
Problem. Advisory agents stall in pilot because supervision cannot sign off on answers that carry no citation or audit trail.
Agent design. Governed retrieval platform with content connectors, permission-aware indexing, an evaluation harness and citation enforcement — the grounding layer every advisory agent calls.
Outcome. Advisers get cited, supervision-ready answers inside the workstation, so advisory agents clear review and reach production.
Acts in. Research library · Product and policy content · Advisor workstation
