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SP

Agents
Operations
Dashboard
Research
Documents
Products
IC
Due Diligence
Models
Reporting
Audit Trail
Workflows

Compliance
Suitability
Approvals

SP

Spheric

Agents
Operations
Dashboard
Research
Documents
Products
IC
Due Diligence
Models
Reporting
Audit Trail
Workflows

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Investment Committee

Investment Committee

IC decision tracking and outcome attribution

Active Memos Decision History Delta View Tracking

Tilt Attribution

Decision Timeline

CO

Routes requests to specialist agents and coordinates multi-step workflows

CO

CIO Orchestrator

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