AGI.do

Services

What will AGI do for Brokerage correspondent products?

This subclass comprises the service consisting of one broker-dealer carrying out trades on behalf of another, where the first broker-dealer has access to a particular securities exchange and the other does not.

The work itself

Grounded Work Profile

Tools

  • Client Onboarding SystemserviceBlueprint
  • Securities Account SystemserviceBlueprint
  • Order Management SystemserviceBlueprint
  • Clearing And Settlement SystemserviceBlueprint
  • Custody SystemserviceBlueprint
  • Reporting SystemserviceBlueprint

Outputs

  • Trade ConfirmationsserviceBlueprint
  • Account StatementsserviceBlueprint
  • Settlement RecordsserviceBlueprint
  • Regulatory FilingsserviceBlueprint

Measured by

  • Settlement Failure RateserviceBlueprint
  • Reporting AccuracyserviceBlueprint

Key steps

  • Onboard Introducing FirmserviceBlueprint
  • Open And Carry AccountsserviceBlueprint
  • Route And Execute OrdersserviceBlueprint
  • Clear And Settle TradesserviceBlueprint
  • Custody Assets And ReconcileserviceBlueprint
  • Deliver Statements And ReportingserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Brokerage correspondent products

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Brokerage correspondent products connects

absorbs

  • Back-Office Brokerage Operationsmodel
  • Back Office Processingmodel
  • Securities Custody Operationsmodel
  • Securities Settlement Processmodel
  • Trade Clearing Operationsmodel
  • Trade Settlementmodel

composes

measured by

  • Regulatory Reporting Timelinessmodel
  • Reporting Accuracymodel
  • Settlement Accuracy Ratemodel
  • Settlement Failure Ratemodel

optimizes

  • Account Onboarding Timemodel
  • Reconciliation Timelinessmodel
  • Settlement Accuracymodel
  • Trade Fail Ratemodel
  • Trade Processing Costmodel
  • Trade Settlement Timemodel

produces

  • Account Statementsmodel
  • Customer Account Statementsmodel
  • Regulatory Filingsmodel
  • Settlement Ledgermodel
  • Settlement Recordsmodel
  • Trade Confirmation Recordsmodel
  • Trade Confirmationsmodel

realizes

  • Clear And Settle Tradesmodel
  • Clear and settle executed tradesmodel
  • Custody Assets And Reconcilemodel
  • Deliver Statements And Reportingmodel
  • Deliver trade confirmations and reportingmodel
  • Generate customer statementsmodel
  • Hold securities in custodymodel
  • Onboard Introducing Firmmodel
  • Onboard introducing broker firmmodel
  • Open And Carry Accountsmodel
  • Open and fund customer accountsmodel
  • Route And Execute Ordersmodel
  • Route and execute customer ordersmodel

Go deeper

Explore Brokerage correspondent products

Read the deeper take on agi.asView as markdown