Modular Strategy Execution
Deploy agents to manage strategies by asset class, account type, or portfolio objective. Use sleeves, overlays, or tactical triggers with complete lifecycle control.
Product
The Agentic Operating System for Investment Strategy Orchestration
What Is Switchfin?
Switchfin is a multi-agent system designed to orchestrate, evolve, and execute investment strategies across both real and virtual accounts. By combining intelligent agents, broker integration, real-time compliance, and continuous optimization, Switchfin turns static strategies into adaptive workflows.
See How It WorksWhat Switchfin Can Do
Real-Time Compliance Guardrails
All proposed actions pass through automated policy and regulatory checks before execution—no exceptions.
Virtual Subaccounts for Testing
Evolve agent behavior in a secure virtual environment using live market data, without risking capital. Graduate the best performers to production.
Multi-Account Orchestration
Assign agents across households, advisors, or broker-dealer subaccounts. Coordinate strategy execution at scale.
Live Portfolio Monitoring
Agents continuously observe cash, positions, and exposures, adapting strategy eligibility and timing in real time.
Agent Evolution Engine
Agents mutate, score, and evolve based on performance metrics, risk-adjusted returns, and market regime changes.
Built with Specialized Agents
Switchfin is powered by a growing network of autonomous agents, each with a specialized role.
| Agent | Role |
|---|---|
|
Gateway Agent
|
Authenticates external agents, normalizes incoming requests, and manages permissions |
|
Compliance Agent
|
Enforces regulatory and internal policy constraints on every instruction |
|
Risk Management Agent
|
Evaluates exposure, concentration risk, and buying power before trades |
|
Supervisor Agent
|
Instantiates, monitors, and retires agents across the platform |
|
Strategy Orchestration Agent
|
Executes investment logic on a per-account, per-asset basis |
|
Portfolio Monitoring Agent
|
Tracks real-time state of portfolios, ensuring strategy readiness |
|
Trade Execution Agent
|
Routes, places, and tracks orders with brokerage integrations |
|
Analytics & Reporting Agent
|
Aggregates performance, P&L, and audit data across agents |
|
Market Data Agent
|
Provides streaming market data, historical time series, and trigger feeds |
|
Research Agent
|
Gathers external insights, earnings events, macroeconomic indicators, and sentiment data to inform agent behavior |
Why Switchfin Is Not Just Another Trading API
| Traditional Platforms | Switchfin |
|---|---|
| Manually coded strategies | Agent-driven orchestration |
| No safe testing environment | Virtual trading subaccounts |
| Static rule engines | Evolutionary agent optimization |
| API-only, no orchestration | Built-in agent lifecycle and supervision |
| Manual compliance checks | Real-time automated compliance agent |
Designed for Real-World Complexity
For Advisors
Run personalized strategies across many accounts effortlessly. Once configured, Switchfin adapts as markets move.
For Broker-Dealers
Deploy a flexible agentic layer that governs strategy access, risk controls, and compliance across subaccounts.
For Quant Developers
Rapidly test, iterate, and refine strategy variants. Track performance metrics and evolve agent behavior programmatically.
For RegTech Innovators
Log every decision and mutation with FMaaS memory. Maintain a fully auditable trail of agentic activity and oversight.
The Infrastructure for Agentic Finance
Switchfin is built for the next generation of financial systems—modular, autonomous, and self-improving.
AI-native orchestration layer
Fully interoperable with broker-dealer and RIA infrastructure
Built to evolve with the market, not just react to it