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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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Settings

Profile

Name, role, preferences, and AI settings

Email

SMTP configuration for report distribution and compliance alerts

CO

Routes requests to specialist agents and coordinates multi-step workflows

CO

CIO Orchestrator

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