Use Cases
Real-World Applications of Switchfin's MCP Middleware
Switchfin will enable AI platforms and financial institutions to execute sophisticated trading strategies through simple natural language commands. Here's how firms will transform their operations with our MCP middleware.
AI Copilot for Financial Advisors
For RIAs & Wealth Managers
The Challenge
Financial advisors manage hundreds of client accounts with unique objectives, risk tolerances, and tax situations. Traditional tools require manual analysis and can miss optimization opportunities.
How Advisors Will Use Switchfin
"Review all client accounts holding more than 20% in any single stock and suggest diversification strategies based on their risk profiles"
"Find tax-loss harvesting opportunities across all taxable accounts, prioritizing short-term losses"
"Alert me to any portfolios that have drifted more than 5% from their target allocation"
The Switchfin Advantage
Compliance Agent
Ensures all recommendations meet regulatory requirements and client mandates
Portfolio Agent
Analyzes holdings across multiple accounts in real-time
Analytics Agent
Generates performance reports and client-ready documentation
Research Agent
Provides market insights for informed rebalancing decisions
Expected Result: Advisors will be able to save 70% of time on portfolio reviews and identify 3x more optimization opportunities for their clients.
Autonomous Trading Bot Platform
For AI Platform Builders
The Challenge
Fintech startups want to offer automated trading to retail investors but face massive infrastructure requirements, compliance complexity, and execution challenges.
How Platforms Will Use Switchfin
"Buy $1000 of SPY whenever RSI drops below 30, sell half when it reaches 70"
"Maintain a 60/40 stock/bond portfolio, rebalancing monthly with 5% drift tolerance"
"Execute a covered call strategy on my tech holdings, targeting 2% monthly income"
The Switchfin Advantage
Strategy Orchestration Agent
Translates natural language into executable multi-step strategies
Order Execution Agent
Smart routing for optimal price execution across venues
Risk Agent
Enforces position limits and prevents overexposure
Gateway Agent
Simple MCP interface - no infrastructure to build
Expected Result: Platforms will launch 10x faster with Switchfin's MCP middleware versus building their own infrastructure, with built-in compliance and professional-grade execution.
Enterprise Portfolio Risk Management
For Broker-Dealers & Large RIAs
The Challenge
Large financial institutions manage thousands of accounts with complex risk parameters, regulatory requirements, and real-time monitoring needs across multiple asset classes.
How Enterprises Will Use Switchfin
"Monitor all client portfolios and alert when sector concentration exceeds 30% or any position exceeds 10% of portfolio value"
"Automatically hedge portfolios when market volatility (VIX) exceeds 25, using protective puts on major holdings"
"Generate daily risk reports showing VAR, stress test results, and compliance violations across all managed accounts"
The Switchfin Advantage
Risk Agent
Real-time monitoring of exposure limits and risk metrics
Supervisor Agent
Coordinates multi-agent responses to risk events
Compliance Agent
Ensures all actions meet regulatory requirements
Analytics Agent
Comprehensive reporting and audit trails
Expected Result: Enterprises will reduce risk management overhead by 60% while improving response times to market events from hours to seconds.
Simple Integration, Powerful Potential
Getting Started with Switchfin
Connect via MCP
Simple API integration - no infrastructure to manage
Send Natural Language Commands
Your AI will send instructions in plain English
Switchfin Will Handle Everything
Compliance, execution, risk management - all automated
Join forward-thinking AI platforms and financial institutions preparing to transform intelligent trading with Switchfin.
Ready to Enable AI Trading?
See how Switchfin's MCP middleware can power your specific use case.