Proof of work

Case studies

Representative demos of production agentic systems. Proprietary IP — sanitized for public viewing.

1

Quant research, portfolio construction & risk

What this solved: Research → construction → risk limits → trade queue in one governed pipeline.

Suggested walkthrough inside — deck → vol → Monte Carlo → risk monitor → execution plan

Jump to live demo →
2

Voice-led client intake

What this solved: Regulated onboarding with voice capture, guardrails, and audit trail.

Open intake demo →
3

Agentic workflow orchestration

What this solved: Governed multi-stage pipeline with operator visibility and retries.

Open workflow demo →

Start quant walkthrough Workflow dashboard

Case Study 1 Quant Research, Portfolio Construction & Risk Management

Agentic workflow across research ingestion, portfolio construction, execution monitoring, and trading operations — built on Applied Agentic's proprietary algorithms and infrastructure.

What this solved: A quant team needed research signals, portfolio construction, and risk limits in one governed pipeline — not three disconnected tools. This demo shows ticker-level vol surfaces, slide decks, Monte Carlo simulation, portfolio attribution with VaR/CVaR tail risk, factor and options Greeks monitoring, and an agent-prioritized trade execution queue wired through orchestration.

Representative demo · Proprietary IP

Concept workflow

Representative quant research-to-trade pipeline — overview before the interactive demo panels below.

Demo — Agentic Workflow, RAG, and Model Orchestration Tap to expand

Pipeline overview

Quant pipeline: research and signal ingestion, model training, portfolio construction, risk limits, workflow orchestration, and human monitoring

Sample deck

Swipe for full slide deck →

Loading slides…

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Vol surface

Swipe for full vol surface →

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— LIVE —

Risk management

Portfolio simulation

Swipe for full Monte Carlo chart →

Building Monte Carlo frontier…

Simulated factors

Reference graphic

Original portfolio simulation: Monte Carlo efficient frontier with asset network

Static snapshot · original design reference

Risk limit breach

Portfolio attribution & factor risk

Factor exposures, P&L attribution, tail risk, and options Greeks

Trade execution plan

Agent-generated priority queue

Illustrative quant demo — not investment advice. See Terms.

What this demonstrates Tap to expand
Research ingestion Portfolio construction Execution Monitoring
  • End-to-end agentic pipeline linking quant research, portfolio management, and trading systems
  • Governed workflows with human-in-the-loop checkpoints and audit trails
  • Fewer manual handoffs across the research-to-trade lifecycle

Representative demo — synthetic or masked data. See Terms.

Building a research, signal, or risk workflow like this?

Submit for evaluation

Case Study 2 Accounting Firm Client Intake

Voice-led onboarding for regulated accounting and compliance firms — structured intake, compliance guardrails, and human handoff.

What this solved: Client intake was slow, inconsistent, and hard to audit for a regulated professional services firm. The live demo captures structured fields from voice, applies compliance guardrails, and routes to human review.

Live voice demo · Synthetic data

Concept workflow

Voice-led client intake flow (2× speed) — overview of the experience before the live demo below.

Demo — Live Voice Agent Intake Tap to expand

Live intake agent

Intake pipeline

Consent Firm profile Service scope Compliance Handoff

Loading voice agent…

Tap Start intake demo · voice + text · representative workflow only

Intake record

Stage: Consent 0 / 8 fields captured Tools: idle

Fields populate live as the agent confirms each response via client tools.

Firm name
Entity type
Regulatory status
Services
Jurisdictions
Risk flags
Decision maker
Next action
Governance: verbal consent before intake questions · synthetic demo data only · no legal, tax, or investment advice · human compliance escalation · sessions may be recorded for quality review.

Demo notice: Use synthetic information only — do not share real client, account, or personal data. Microphone access is required for voice mode. Audio and transcripts may be recorded as described in our Privacy Policy and Terms.

What this demonstrates Tap to expand
  • Structured voice intake replaces ad-hoc email chains and partial web forms
  • Agent confirms each field, applies compliance guardrails, and escalates edge cases
  • Audit-ready intake record produced for human review and CRM handoff

Exploring voice-led intake for a regulated professional services firm?

Submit for evaluation

Case Study 3 Agentic Workflow

Browser-triggered orchestration — submit a ticker to run a multi-step agentic research workflow via webhook, with live status on this page.

What this solved: Research analysts needed a repeatable ticker workflow without manual copy-paste between tools. Submit a symbol from the browser and watch each pipeline stage complete with live status and artifact links.

Live workflow demo

Concept workflow

Logical flow of the agentic research pipeline — illustrates the idea, not a live screen recording.

Demo — Live Agent Workflow (data retrieval → model orchestration → email) Tap to expand

Workflow trigger

Overall progress

Run a ticker to see completion across 8 pipeline stages.

Run workflow

Data vendor Bloomberg
MSFT · YFin full success ORCL · FMP partial (premium tier)

Same-origin POST · JSON body {"ticker":"…","data_src":"yfin"|"fmp"}

Run status

State: Idle HTTP — —

Submit a ticker to see per-stage status and timing.

Governance: rate-limited public demo · synthetic tickers only · workflow runs on operator infrastructure · not a solicitation or research recommendation.
What this demonstrates Tap to expand
  • Public-safe trigger surface maps a ticker symbol to a multi-step agentic workflow run
  • Downstream agents handle research, enrichment, and delivery outside the browser
  • Same-origin proxy keeps credentials off the client; workflow logic stays in your stack

Demo notice: Triggers a real workflow on our infrastructure. Try MSFT + YFin or ORCL + FMP for sample paths. Illustrative output only — see Terms.

Need multi-step data retrieval, orchestration, and human handoff in production?

Submit for evaluation