Bagheera TechTechnology for institutions where precision is the product.
From capital markets to the advisor desktop, we work inside the platforms that move money, manage wealth, and secure retirements.
Expertise across the financial stack.
Capital Markets
Trading, settlement, and post-trade systems — analysis and delivery for platforms where accuracy and timing are non-negotiable.
Wealth Management Platforms
Portfolio management, client onboarding, and account servicing systems for wealth managers and their operations teams.
Retirement & Annuities
Defined contribution plans, annuity products, and the recordkeeping platforms behind them — modernized without disrupting participants.
Advisor Technology
The tools advisors use every day: CRM, planning, proposal, and desktop platforms integrated into one coherent workflow.
M&A Systems Integration
Leading product and technology workstreams through mergers — platform rationalization, data migration, and day-one readiness.
Regulatory & Compliance
Requirements and reporting built to satisfy regulators the first time, embedded in the systems rather than layered on top.
Where AI agents earn their place in financial operations.
We design and deliver agentic AI that works inside your existing platforms — with the audit trails, human checkpoints, and access controls your compliance team will ask about first.
Advisor & Client-Facing Agents
- Meeting prep agents that assemble client context from CRM, planning, and custodial data
- Proposal and review drafting with advisor approval before anything reaches a client
- Follow-up and task agents that keep books of business moving
Operations & Compliance Agents
- Onboarding and KYC document extraction, validation, and exception routing
- Reconciliation agents that clear matched items and escalate the rest
- Regulatory reporting drafts prepared for human review and sign-off