- 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
Monitor Intraday Liquidity
Track intraday liquidity positions across payment systems and nostro accounts. Monitors peak usage, time-critical obligations, and available intraday credit lines.
Discovery vs. CMDB Reconciliation
Reconciles auto-discovered assets against CMDB records. Flags unmanaged devices, ghost configuration items, and mismatched attributes for data quality improvement.
Containment Orchestration
Orchestrate multi-vector containment -- network isolation, account lockdown, endpoint quarantine, DNS sinkholing, firewall rule deployment, and containment validation.
Forensic Evidence Collection
Automated forensic evidence collection -- memory acquisition, disk imaging, log preservation, network capture, cloud trail export, and chain-of-custody documentation.
Post-Incident Review
Automated post-incident review -- compile timeline, assess response effectiveness, identify improvement areas, calculate incident cost, document lessons learned, and generate PIR report.
ISSB Alignment Assessment
Evaluate alignment with IFRS Sustainability Disclosure Standards (ISSB S1/S2). Maps current climate and general sustainability disclosures to ISSB requirements.
Track Issue Remediation
Track audit findings, control deficiencies, and regulatory issues through remediation lifecycle.
Review Application Controls
Review application-level controls including input validation, processing controls, output controls, and interface controls for business-critical applications.
Conduct Cybersecurity Audit
Conduct cybersecurity audit against NIST CSF, ISO 27001, or CIS Controls framework. Assesses threat landscape, vulnerability management, incident response, and security monitoring.
Assess IT General Controls
Assess IT general controls across access management, change management, computer operations, and program development. Maps controls to COBIT and SOX requirements.
Test SOX IT Controls
Test SOX-relevant IT controls including IPE (Information Produced by the Entity), system-generated reports, automated controls, and IT-dependent manual controls.
Executive ITAM Dashboard Generator
Generates executive-level ITAM dashboards with cost, risk, compliance, and utilization KPIs. Supports drill-down from portfolio level to individual asset detail.
Monitor Key Risk Indicators
Monitor KRIs against thresholds, detect breaches, analyze trends, and generate risk dashboards.
Knowledge Article Lifecycle Management
Manages the full lifecycle of knowledge articles — creation, review, publication, retirement. Identifies gaps from recurring incidents and suggests new articles.
Build Knowledge Graph
Construct a knowledge graph linking entities, relationships, risks, controls, and regulations. Enables graph-based querying, path analysis, and risk propagation tracing.
Construct Knowledge Graph
Extract entities and relationships from unstructured data to construct a knowledge graph with ontology mapping, entity resolution, and relationship scoring.
Known Error Database Maintenance
Maintains the Known Error Database by validating workarounds, checking resolution status, retiring resolved errors, and ensuring KEDB entries are linked to active problems.
Design and Calibrate KRIs
Design new key risk indicators and calibrate thresholds using statistical methods. Ensures KRIs are leading, measurable, and aligned with risk appetite statements.
Beneficial Ownership Resolution
Resolve ultimate beneficial ownership structures for corporate entities. Traces ownership chains through shell companies, trusts, and nominee arrangements.
KYC Customer Onboarding
Execute end-to-end KYC onboarding including identity verification, document validation, risk rating assignment, and initial CDD profile creation.
Enhanced Due Diligence Deep Dive
Conduct enhanced due diligence for high-risk customers including source of wealth verification, adverse media deep scan, and relationship network mapping.
KYC Periodic Review
Execute scheduled periodic KYC reviews to refresh customer data, re-screen against updated lists, validate ongoing risk ratings, and identify customers requiring EDD.
Labor Practice Audit
Audit labor practices across direct operations and supply chain against ILO conventions and local labor laws. Covers wages, working hours, health & safety, and freedom of association.
Large Loss Review
Deep-dive review of large/catastrophic losses: root cause, subrogation potential, reserve adequacy.
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.