The challenge
Helios analysts lost the first three hours of every day to document triage. Off-the-shelf assistants hallucinated numbers — unusable in a regulated desk where a wrong basis point is a compliance event.
An AI analyst that reads every filing before the market opens.
A multi-agent research platform that ingests filings, transcripts and market data, then produces desk-ready briefs with every claim traced to its source.
Helios analysts lost the first three hours of every day to document triage. Off-the-shelf assistants hallucinated numbers — unusable in a regulated desk where a wrong basis point is a compliance event.
We built a retrieval layer over 40 years of filings with span-level citations, then an agent graph that plans, retrieves, cross-checks and refuses. Every answer carries provenance; anything under the confidence floor escalates to a human instead of guessing.
Morning briefs land at 06:00 with zero unsourced claims across 18 months of production. The analyst desk redeployed 3 hours a day from triage to judgment.