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Agents
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IC
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Wealth Agents

Wealth Agents

Agents

Agents
Operations
Email Queue
Workflows

Research & Decisions

Research
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Audit Trail
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Investment Committee

Investment Committee

Memos, decisions, and change tracking for committee review and approval.

Active Memos Decision History Delta View Tracking

Tilt Attribution

Decision Timeline

CIO OrchestratorIdle

Routes requests to specialist agents and coordinates multi-step workflows

Ask from anywhere — cross-workspace briefings, exceptions, and approvals.

Working on: IC session

CO

Routes requests to specialist agents and coordinates multi-step workflows

CO

CIO Orchestrator

Start a conversation — ask a question, request analysis, or provide context.

⌘K to open · ⌘↵ to send

⌘↵ to send