- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
21.386 resultados
Compliance Reporting Dashboard
Generate executive and board-level compliance reporting dashboards with KPI tracking, trend analysis, regulatory exposure summaries, and drill-down capabilities.
Compliance Risk Assessment
Conduct enterprise-wide compliance risk assessments by identifying inherent risks, evaluating control effectiveness, computing residual risk scores, and generating heat maps.
Configure Compliance Framework
Audit your data estate against a regulatory framework and auto-apply policies, masking rules, and access controls to achieve compliance.
Compliance Training Assignment
Assign and track compliance training programs across the organization. Maps training requirements to roles, monitors completion rates, sends reminders, and generates attestation reports.
Track Compliance Training
Monitor employee compliance training completion, certifications, overdue items, and coverage gaps.
Analyze Concentration Risk
Measure portfolio concentration using HHI, granularity adjustment, and sector/geographic analysis. Identifies single-name and sector concentrations against limits.
Configuration Compliance Auditor
Audits configuration compliance against security and regulatory baselines (CIS, NIST, SOX). Generates findings with severity ratings and remediation guidance.
Conflict Minerals Traceability
Trace conflict minerals (3TG: tin, tantalum, tungsten, gold) through the supply chain. Maps smelter sources, verifies RMI compliance, and produces Dodd-Frank Section 1502 filing data.
Build Custom Connector
Scaffold, configure, and test a custom data connector using the Connector SDK. Supports REST APIs, databases, file systems, and streaming sources.
Check Connector Health
Run health diagnostics on all data connectors and integrations. Tests connectivity, latency, authentication, schema drift, and data freshness across all sources.
Container Security Scan
Scan container images and orchestration -- image vulnerabilities, misconfigurations, secrets in images, runtime anomalies, and Kubernetes policy compliance.
Contestability Period Analysis
Analyze claim against policy contestability window. Evaluates issue date vs claim date, jurisdiction-specific rules, material misrepresentation risk, and investigation recommendations.
Manage Contingency Funding Plan
Maintain and test the contingency funding plan (CFP). Defines trigger events, escalation protocols, funding actions, and tests plan adequacy under stress scenarios.
Contract Renewal Alert Monitor
Monitors upcoming contract renewals and auto-alerts stakeholders before deadlines. Flags auto-renew clauses, price escalations, and negotiation windows.
Test Control Effectiveness
Evaluate the design and operating effectiveness of internal controls. Tests control frequency, evidence availability, automation level, and failure history.
Automated Evidence Collection
Automatically collect control evidence from integrated systems (Jira, GitHub, AWS, Azure AD, etc.) for audit and compliance testing. Maps evidence to control objectives.
Analyze Control Gaps
Identify gaps in control framework coverage against selected standard (COSO, ISO 31000, NIST).
Analyze Correlated Exposures
Identify and quantify correlated exposure clusters across the portfolio. Detects hidden concentrations through correlation analysis, factor models, and network graph methods.
Plan AI Cost Optimization
Analyze AI infrastructure costs and generate optimization plans including model right-sizing, batch inference scheduling, cache strategies, and provider arbitrage.
Optimize Platform Costs
Analyze your usage patterns, identify underutilized resources, suggest plan optimizations, and recommend query performance improvements to reduce costs.
Monitor Counterparty Exposure
Real-time monitoring of counterparty credit exposure. Tracks potential future exposure (PFE), current exposure, collateral adequacy, and credit rating changes.
Manage Credit Limit Framework
Define and monitor counterparty and portfolio credit limits. Manages limit setting methodology, utilization tracking, breach escalation, and temporary limit approvals.
Analyze Credit Portfolio
Perform deep credit portfolio analysis including migration analysis, vintage analysis, roll-rate tracking, and cohort-based default patterns across the loan book.
Calculate Credit Provisioning
Compute IFRS 9 / CECL expected credit loss provisions. Calculates 12-month and lifetime ECL, stage allocation, and provision adequacy for the loan portfolio.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
Conéctalo a tu stack
Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.