Agent Registry

Validates intake submissions, extracts structured data, and categorizes risk fields.

Runs identity and entity verification against KYC/AML vendor APIs.

Reviews legal documents, extracts key terms, and flags compliance issues.

Confirms custody arrangements, verifies account references, and triggers confirmations.

Evaluates issuance requests against internal policies and regulatory constraints.

Orchestrates the on-chain minting ceremony, manages token parameters and supply.

Generates executive summaries, holder reports, and regulatory-grade disclosures.

Transcribes voice notes, extracts action items, and creates context summaries.

High-level portfolio-view agent providing cross-case insights for leadership.

Routes cases to broker-dealer partners, tracks SLA timers, checks missing items, and escalates exceptions.

Summarizes investor interest, allocation progress, and closing readiness. Detects blockers and generates partner memos.