Target 1
Research & investment workflows
Filings, models, and committee outputs in one governed pipeline — scorecards, risk views, and auditable research artifacts.
Agentic AI · Capital Markets
From hypothesis to portfolio attribution — on your infrastructure.
Applied Agentic builds governed agent systems for capital-markets and regulated teams — multi-agent research pipelines, quantitative and fundamental modeling, portfolio analysis and attribution, alt-data signals, and deployment on your stack.
Data stays on your infrastructure
Human-in-the-loop governance
4–8 week scoped pilot
This is built for
- Quant teams running disconnected research, construction, and risk tools that don’t talk to each other
- Regulated firms with slow, inconsistent client intake or compliance workflows
- Enterprises that have evaluated generic AI tools and need production-grade governance
- Portfolio managers who want automated, auditable research pipelines
This is probably not for you if
- You need a proof-of-concept demo with no path to production
- You’re looking for a team to manage a ChatGPT subscription
- You want a one-size-fits-all SaaS product off the shelf
What we do
Implementation
Production-grade agent infrastructure for teams that need reliable automation—not prototypes.
Target 2
Regulated operations workflows
Client intake, compliance checks, and reporting with human approvals, escalation paths, and operator handoff.
Target 3
Agent infrastructure & integration
APIs, webhooks, and deployment on your infrastructure — connected to OMS, CRM, research tools, and internal data services.
How we work
Platform-first — advisory when you need it
We’re building ORION, an agentic AI–enabled quant research and portfolio management platform — governed multi-agent pipelines, systematic backtesting, and signal delivery.
Primary
ORION platform
Unified research and portfolio workflow — committee lenses, alt-data fusion, hypothesis engine, and auditable outputs. Submit a problem statement for early evaluation.
Platform preview Submit for evaluation
Also available
Advisory & consultation
Scoped help for teams deploying agentic workflows today — discovery, bounded pilots, governance hardening, and handoff to your operators.
Book consultation Quick enquiry
Institutional-grade agentic systems overview — full graphic on our About page →
See pricing for platform evaluation and advisory tiers.
8
Live data feeds
3
Production case studies
47
Agentic research samples
4
Insights
1
Learning topics
Lab inventory counts — updated on each deploy.
Have a workflow in mind? Enquiries here
Tell us about the problem — we’ll respond within one business day.
Deployment model
Governed for regulated production
Client systems ship with concrete controls your risk, compliance, and engineering teams can evaluate before a pilot expands.
Data boundaries
- Runs on your chosen infrastructure
- Source access rules preserved
- No uncontrolled data movement
Human approvals
- Review queues before sensitive actions
- Escalation paths for exceptions
- Operator handoff at defined checkpoints
Auditability
- Logs, traces, and source references
- Tool execution records
- Governance evidence for review
Production handoff
- Monitoring and retries
- Runbooks for operators
- Training or transfer to your team
Explore how it works
Interactive walkthroughs
Sanitized public demos of the agentic systems we build for clients — synthetic data, proprietary IP redacted.
Full interactive panels — slide decks, vol surfaces, risk monitor, and live agents.
All case studies Submit for evaluationPublic research lab
Explore the systems behind the work
Public demos and datasets — learning hubs, research decks, market data, and analysis tools. Shown for demonstration purposes only — not investment advice.
Learning & Research
Industry primers, equity research decks, and production agent architecture.
Data & Analysis
Alternative data, live market context, supply networks, filings, and equity scorecards.
Equity analysis
Latest stock research
Homepage preview of the featured symbol — scorecard snapshot and earnings flow chart, updated on each deploy.
Loading latest analysis…
Common questions
FAQ
Quick answers for partners, prospects, and search engines.
- What is Applied Agentic Limited?
- We help capital markets and regulated teams replace slow, disconnected manual workflows with governed AI pipelines that run in production — auditable, controllable, and built on your infrastructure. Founded by a former institutional PM (CPP Investments) with 14+ years of buy-side systematic equity experience, so the workflows are designed around how institutional research and risk management actually operate.
- What kind of services does your company offer?
- We scope, build, and deploy agentic workflows fitted to your team’s data, tools, and compliance stack. Every engagement starts with a bounded 4–8 week pilot on one specific workflow — research ingestion, client intake, risk monitoring — so you can judge real output before committing further. Your data stays on your infrastructure throughout.
- Who do you work with?
- Quant teams, regulated financial firms, and professional services organisations that need production-grade AI — not a wrapper around a general-purpose model. Typically teams that have evaluated generic AI tools and found they lack the governance, auditability, or infrastructure fit their environment requires.
- Where are you based?
- Hong Kong — with clients locally and across Asia and internationally. The scoped pilot format works remotely or on-site, and all data stays within your chosen infrastructure regardless of geography.
- How do I get started?
- Use the platform evaluation form or the enquiry form below — describe the workflow and your timeline. We respond within one business day. Optional paid advisory sessions are on our pricing page. No sales process, no obligation. You can also visit our contact page or email [email protected].
Still evaluating fit? Email or call when you are ready — no obligation.
ContactWho builds this
Practitioner-led delivery
Former Portfolio Manager at CPP Investments · 14+ years buy-side systematic equity. He founded Applied Agentic Limited to apply multi-agent systems to complex, high-stakes workflows in regulated capital markets.
Next step
Tell us the workflow you want to solve.
Submit a problem statement for ORION platform evaluation, or send a quick enquiry below.
Submit for evaluation
Production engagements
Built for environments where it has to work.
Clients in capital markets and regulated professional services operate under confidentiality constraints. We don’t publish names without explicit consent — most prefer it that way. Below are three current production deployments, described at the workflow level.
Systematic equity team · Asia-Pacific
Quant research pipeline
Research ingestion, signal review, and portfolio construction were three disconnected tools with no shared state. Now a single governed pipeline — with full audit trail and operator visibility. 8-stage workflow · daily rebalance cadence · 2025–2026 deployment
Professional services firm · Hong Kong
Client intake automation
Unstructured email intake with manual data entry and compliance gaps. Replaced with voice-led structured capture, built-in guardrails, and same-day audit-ready records. ~15 min per intake → under 3 min · HK professional services · 2025 pilot
Enterprise operations team · Confidential
Workflow orchestration
Multi-stage processes that failed silently and required manual restarts. Now a governed pipeline with live status, automatic retries, and operator controls — no manual intervention needed. Webhook-triggered · 8 pipeline stages · sub-minute typical run
Client references and engagement details available on request — regulated-environment disclosures apply.
Submit for evaluation →Full page →