AGI.do

Services

What will AGI do for Investment products?

This class comprises securities origination products; brokering and dealing of financial instruments; and brokerage correspondent products.

The work itself

Grounded Work Profile

Tools

  • Client Onboarding PortalserviceBlueprint
  • Product Structuring SoftwareserviceBlueprint
  • Compliance Management SystemserviceBlueprint
  • Brokerage PlatformserviceBlueprint
  • Securities Settlement SystemserviceBlueprint
  • Investor Reporting PortalserviceBlueprint

Outputs

  • Product ProspectusserviceBlueprint
  • Subscription RegisterserviceBlueprint
  • Holdings StatementserviceBlueprint

Measured by

  • Suitability Compliance RateserviceBlueprint
  • Settlement AccuracyserviceBlueprint

Key steps

  • Profile client suitabilityserviceBlueprint
  • Structure product termsserviceBlueprint
  • Obtain regulatory approvalserviceBlueprint
  • Distribute product offeringserviceBlueprint
  • Settle subscription transactionsserviceBlueprint
  • Report holdings to investorserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Investment 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 Investment products connects

composes

  • Brokerage Platformmodel
  • Client Onboarding Portalmodel
  • Compliance Management Systemmodel
  • Compliance Platformmodel
  • Distribution Platformmodel
  • Document Automation Platformmodel
  • Financial Modeling Softwaremodel
  • Fund Administration Systemmodel
  • Investor Reporting Portalmodel
  • Product Structuring Softwaremodel
  • Securities Settlement Systemmodel

measured by

  • Assets Under Managementmodel
  • Regulatory Compliance Ratemodel
  • Settlement Accuracymodel
  • Suitability Compliance Ratemodel

optimizes

  • Assets Under Managementmodel
  • Distribution Reachmodel
  • Net Subscription Flowmodel
  • Product Risk-Return Profilemodel

produces

  • Holdings Statementmodel
  • Offering Disclosure Documentmodel
  • Product Fact Sheetmodel
  • Product Prospectusmodel
  • Subscription Registermodel

Go deeper

Explore Investment products

Read the deeper take on agi.asView as markdown