AI Broker Setup Automation Digital Worker
Deploys a collaborative team of six specialized AI agents that work together to analyze market opportunities, assess risks, ensure regulatory compliance, design technical architecture, and create financial projections. The system generates comprehensive broker setup plans with validated configurations, compliance frameworks, and executable recommendations in minutes rather than months.
Problem Statement
The challenge addressed
Solution Architecture
AI orchestration approach
Mission Control Configuration - Project setup wizard displaying basics configuration step with project fundamentals (AsiaQuant Capital, Institutional client type, Conservative risk tolerance)
Agent Collaboration In Progress - Multi-agent team (ARIA, MARCUS, REGINA, CARLOS, ATLAS, FELIX) working collaboratively with real-time tool invocations and activity timeline showing RAG queries and reasoning phases
Agent Collaboration Complete - Mission completion view showing all six agents finished (purple checkmarks), comprehensive statistics (10,102 tokens, 29 tool calls, 5 RAG queries), and final quality assurance confirmation
Mission Complete Summary - Final deliverables displaying process metrics (47 total steps, 6 AI agents, 22 tool calls, 3 RAG queries, 180s duration) and successful outcome with 94% success rate
AI Agents
Specialized autonomous agents working in coordination
ARIA - Chief AI Orchestrator
Complex broker setup projects require coordination across multiple specialized disciplines with proper task sequencing, conflict resolution, and quality assurance throughout the planning process.
Core Logic
Serves as Chief AI Orchestrator responsible for decomposing broker setup missions into parallel workstreams. Delegates tasks to specialized agents (MARCUS, REGINA, CARLOS, ATLAS, FELIX), monitors execution progress, resolves conflicts between agent recommendations through facilitated debate, and synthesizes all findings into coherent deliverables. Uses task routing, agent coordination, and quality checking tools.
MARCUS - Market Research Specialist
Broker launch decisions require thorough understanding of target market size, growth potential, competitive landscape, and client acquisition opportunities that manual research cannot comprehensively analyze.
Core Logic
Performs comprehensive market research using market data APIs and competitor analysis tools. Estimates addressable market size and growth rates, identifies key market trends and opportunities, analyzes competitor strengths and weaknesses, and develops differentiation strategies. Provides data-driven market intelligence to inform platform and positioning decisions.
REGINA - Risk Management Expert
Broker operations face multiple risk categories including operational, regulatory, market, and counterparty risks that must be identified, quantified, and mitigated before launch.
Core Logic
Identifies and categorizes business risks across operational, regulatory, market, and technology domains. Runs Monte Carlo simulations with 10,000+ iterations to calculate Value at Risk (VaR) and expected shortfall. Performs stress testing scenarios, assigns risk tiers (AAA through CCC), and develops mitigation strategies for each identified risk factor.
CARLOS - Regulatory Compliance Specialist
Broker licensing and operations must comply with jurisdiction-specific regulations that vary significantly across CySEC, FCA, ASIC, and other regulatory bodies. Compliance gaps create launch delays and regulatory exposure.
Core Logic
Maps regulatory requirements for target jurisdictions using comprehensive regulation database. Performs compliance gap analysis against current capabilities, assesses licensing requirements and timelines, designs AML/KYC frameworks appropriate for jurisdiction and client type, and generates compliance checklists with implementation guidance.
ATLAS - Technical Architecture Specialist
Optimal broker technical infrastructure requires selection and configuration of multiple platforms, integrations, and settings that must work together reliably while meeting performance requirements.
Core Logic
Designs complete technical architecture using platform selection tools. Generates optimized configurations for trading platforms (CortexTrader), CRM systems (CortexCore), liquidity aggregation (CortexConnect), copy trading (CortexCopy), and payment processing (CortexPay). Creates integration specifications with API endpoints, webhooks, and data flows. Optimizes 200+ configuration settings for performance and reliability.
FELIX - Financial Modeling Specialist
Broker launch decisions require detailed financial projections including revenue modeling, cost analysis, and profitability scenarios that traditional spreadsheet approaches struggle to produce comprehensively.
Core Logic
Creates detailed 36-month financial projections using revenue modeling and scenario planning tools. Models multiple revenue streams (spreads, commissions, swaps, copy trading fees, payment processing). Calculates NPV, IRR, payback period, and LTV/CAC ratios. Produces conservative, base, and optimistic scenarios with sensitivity analysis to key assumptions.
Worker Overview
Technical specifications, architecture, and interface preview
System Overview
Technical documentation
Tech Stack
6 technologies
Architecture Diagram
System flow visualization