/Compose Agentic Data for Financial Services
nGenie domain agents orchestrate data across your custodians, CRM, compliance tools, and market data providers. They deliver exactly the data your team needs, assembled and contextualized for the task at hand. Not batch feeds. Not manual queries. Just-in-time intelligence.
Agents that orchestrate your data
Agentic Data, Not Just Connectors
This is not another integration platform that pipes data between systems. nGenie agents actively orchestrate data across your custodians, CRM, compliance tools, and market data providers. They understand what each system holds, how the data relates, and what your team needs at any given moment.
Just-in-Time Data Delivery
Your advisor needs portfolio performance data for a 3pm client meeting. nGenie agents pull it from Schwab, enrich it with Morningstar analytics, cross-reference the compliance status, and deliver it to the generative UI, all assembled and ready. No batch jobs. No stale reports. Data arrives when the work demands it.
Domain-Aware Data Assembly
nGenie agents understand financial services data natively. They know that a rebalancing workflow needs current positions, target allocations, tax lot data, and wash sale rules. They know that a compliance review needs trade history, communication logs, and policy thresholds. The data assembly is driven by workflow intelligence, not manual queries.
Unified Knowledge Layer
Your firm's policies, procedures, investment theses, and institutional knowledge live across dozens of systems and documents. Compose creates a unified knowledge layer that nGenie agents can draw from. When an advisor asks a question, the answer comes from your firm's collective intelligence, not just one database.
Reconciliation That Runs Itself
When Schwab says one thing and Salesforce says another, nGenie agents detect the discrepancy, trace the root cause, and either resolve it automatically or flag it with full context for your team. Reconciliation becomes a background process, not a weekly fire drill.
Your Systems Stay in Place
Compose builds on top of what you already have. Your data warehouses, your custodial feeds, your CRM, your compliance tools. nGenie agents learn the landscape and work within it. Nothing gets ripped out or migrated. You add intelligence to your existing infrastructure.
Your existing ecosystem, orchestrated
Custodians
- Charles Schwab
- Fidelity
- Pershing
- TD Ameritrade
Market Data
- Bloomberg
- Refinitiv
- Morningstar
- S&P Global
CRM & Ops
- Salesforce
- Redtail
- Wealthbox
- Orion
Compliance
- Smarsh
- Global Relay
- Compliance.ai
- RegTech
See your data work differently
Connect nGenie agents to your systems and watch them orchestrate data across your entire ecosystem. Real-time, context-aware, built for financial services.