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See the team you need, at work.

Bring a real request, anonymized: a client question, a fund to position, a product decision or a book to reconcile. We will run it through the roles you would hire, with you approving the plan and every step.

Bring

A real request, and your compliance officer if you like. The review is the part worth seeing.

Expect

The plan, the specialists’ work, Sentinel’s review and the finished answer, in one sitting.

Request a demo

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We will run your request through the team on the first call.

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After the call

How to start.

  1. 1

    Pick the roles

    Choose the specialists your work needs. Point them at your records and data sources.

  2. 2

    Pilot

    One real workflow, measured against today.

  3. 3

    Expand

    Add roles and workflows as the pilot proves out.

Morningstar

An Approved Agentic Solutions Provider, with the deepest integration of Morningstar data into an agentic system.

Live in market

A commercial deployment with paying advisors, in production since April 2026.