The agentic operating system for investment management.

1. Evidence Evidence Prism
   EvidencePrism

   Process documents, retrieve supporting records, and trace findings back to their sources.

   Input

   A lender term sheet, a rent roll, and the seller’s operating statements for one acquisition.

   Output

   Extracted terms and findings, each linked to its page and passage. Fields without support stay marked as gaps.

   Works with

   Document stores, data rooms, and mail attachments.

2. Context Context and memory Plexus
   Context and memoryPlexus

   Carry institutional knowledge, relationships, and prior decisions into each new task.

   Input

   A new task: prepare the quarterly review for one asset.

   Output

   The asset’s relationships, prior decisions, and open questions from earlier work, limited to what this task is permitted to see.

   Works with

   CRM records, prior cases, and relationship history.

3. Computation Computation Manifold
   ComputationManifold

   Execute financial models, inspect calculation traces, and compare scenarios and portfolio consequences.

   Input

   A revised vacancy assumption, declared against the firm’s agreed model.

   Output

   Recomputed statements, the calculation trace, and the change in returns against the accepted case.

   Works with

   Institutional models and Excel workbooks.

4. Coordination Coordination Ensemble
   CoordinationEnsemble

   Maintain work across agent runs, with shared tasks, handoffs, and human review.

   Input

   An investigation split into research, modeling, and a draft response.

   Output

   Shared tasks with owners and handoffs, status carried across runs, and a named reviewer before a change is accepted.

   Works with

   Agent hosts, task systems, and the firm’s reviewers.

5. Communication Communication Relay
   CommunicationRelay

   Connect conversations, drafts, delivery, and replies to decisions and actions.

   Input

   A lender question received by email.

   Output

   A draft reply citing the evidence and model result, approval where the firm requires it, a delivery receipt, and the later reply filed with the work.

   Works with

   Email, calendars, and team messaging.

6. Monitoring Monitoring Orbit
   MonitoringOrbit

   Connect changing conditions to investigation, follow-up, and assessment of results.

   Input

   A condition to watch: occupancy against the business plan.

   Output

   Dated observations compared with the plan, an investigation opened when the condition changes, and results assessed as new reports arrive.

   Works with

   Operating statements, property systems, and scheduled reports.

1. 01 · Observe Costs exceed the plan Orbit
   Accepted plan · quarterly reporting

   Condition

   Q3 controllable operating expenses: $412k actual against $361k in the accepted plan.

   Calculation

   $412k − $361k = $51k over plan (+14.1%).

   Record

   Q3 operating statement, controllable expense lines.

2. 02 · Investigate Variance and records PrismPlexus
   Supporting records

   Repairs ledger

   Q3 repairs and maintenance: $38k of the variance.

   Invoices

   Three emergency HVAC invoices, August–September: $31k of that $38k.

   Prior decision

   HVAC service contract renewed in March at prior-year terms, without preventive maintenance.

   Remainder

   $13k across utilities; no response proposed.

3. 03 · Compare Revised forecast Manifold
   Scenarios · not accepted

   Assumption

   Q1 and Q2 actuals are assumed equal to plan, $361k each. The forecasts change if they did not.

   Accepted plan

   Full year $1,444k = 4 × $361k

   If one-time

   Q4 returns to plan: $361k + $361k + $412k + $361k = $1,495k, +$51k.

   If recurring

   Q4 repeats Q3: $361k + $361k + $412k + $412k = $1,546k, +$102k.

   Plan

   Unchanged.

4. Required review Approval Asset manager
   Proposed response

   Proposal

   Rebid the HVAC service contract with preventive maintenance included.

   Approval

   Asset manager approved the rebid on October 6.

5. 04 · Execute Response sent RelayEnsemble
   Execution · weekly follow-up

   Owner

   Property manager, with a deadline of November 14.

   Delivery

   Request for proposals sent to three vendors on October 8 from the approved scope; delivery receipts kept with the task.

   Follow-up

   Weekly until the rebid closes.

6. 05 · Complete Task closed Ensemble
   Task complete

   Completion

   Contract awarded November 12, before the deadline.

   Result

   Cost impact pending.

7. 06 · Assess New reports arrive Orbit
   Observed result · quarterly reporting

   Observation

   Q4 statement: $379k against $361k planned.

   Calculation

   $379k − $361k = $18k over plan, down from $51k in Q3.

   Attribution

   Variance narrowed; contribution of the rebid remains unverified.

   Next

   Checked again when the Q1 statement arrives.

Example workflow with synthetic figures. Illustrative composition, not a customer result or a product capture.

Retrieve evidence, execute models, inspect results, and integrate shared work through typed Python and TypeScript clients, REST APIs, and MCP tools. Your team controls data access, permitted actions, and review requirements.

The developer platform is in private preview. We agree the operations, integrations, and deployment for your workflow, including a licensed installation in your cloud where required. Agos maintains the platform and provides integration engineering. Each institution retains control of its data and institutional knowledge.