This project is an LLM financial agent framework and multi-agent orchestration system designed to execute complex investment banking and wealth management workflows. It provides a financial data integration layer using a standardized context protocol to connect autonomous agents to real-time market data and third-party feeds.
The system utilizes a multi-agent architecture that coordinates specialized worker agents through a steering event bus to handle task delegation and secure handoffs. It includes an enterprise AI deployment manifest for provisioning agent personas, prompts, and skill sets into corporate productivity software and cloud gateways.
Capabilities cover a broad range of institutional finance operations, including the construction and auditing of valuation models, the generation of equity research reports and company tearsheets, and the automation of private equity diligence and fund administration. It also provides tools for compliance and onboarding workflows, such as automated identity verification and the parsing of onboarding documentation.
The framework supports the deployment of AI capabilities as productivity add-ins and handles user-specific configuration through directory service extension attributes.
