Wherever agents act on something that matters
The same platform, configured for the mandates, assets and obligations of each setting. Activity logs below are illustrative examples.
Agents acting on family and trust assets
Lean teams are adopting agents for payments, reporting and administration. Every action on family or trust assets has to stay inside the trust deed, the investment mandate and the family’s consents.
- Trust-deed clauses and consents encoded as rules
- Payment limits, approved counterparties and jurisdictions
- Decision records trustees and auditors can read
Agents in regulated client work
Institutions are introducing agents into onboarding, servicing and operations, under supervisory expectations for AI inventories, life-cycle controls and senior management oversight.
- An inventory of agents and AI inside vendor software
- Controls on client-asset actions and communications
- Evidence for risk, audit and supervisors
Agents across finance, operations and IT
Agents are being connected to ERP, procurement and IT systems. The question for the COO and CFO is how to let them work at speed without losing control of what they can change.
- Scopes for each agent, by system and action
- Approval routes for spend, access and changes
- Alerts on drift, scope creep and manipulated instructions
Oversight of AI you do not operate
Directors and trustees remain responsible for what is done in their name. Auditors need evidence. Explain turns every agent’s activity into records and reports they can rely on.
- Board reports on delegated decisions and exceptions
- Linked decision records for audit sampling
- Mandate change history with approvers
See Praetor on your own workflows
A confidential briefing for your board, risk or operations team. We walk through one workflow and show what Praetor would allow, hold and block.