Agent Identity for
Financial Services
Deploy trading bots, payment agents, and financial automation with cryptographic identity, audit trails, and regulatory compliance built in.
Financial Use Cases
Secure agent identity for every financial workflow
Algorithmic Trading
Deploy trading bots that authenticate with exchanges using cryptographic identity. Set position limits, track P&L, require human approval for large trades.
Payment Automation
Agents that process invoices, initiate payments, and manage cash flow. Every transaction has cryptographic proof of authorization.
Portfolio Management
AI agents that rebalance portfolios, execute trades, and manage risk. Full visibility into every action taken.
Compliance Automation
Agents that monitor transactions, flag suspicious activity, and generate regulatory reports—all with verified identity.
Built for Finance
Transaction Limits
Set per-transaction limits. Prevent runaway trades or unauthorized large payments.
Human Approval
Require human sign-off for trades above threshold. Multi-approver for critical actions.
Real-time Monitoring
Live dashboards showing agent activity. Instant alerts for unusual behavior.
Regulatory Compliance
SOC 2, ISO 27001, and GDPR compliant. Audit-ready logging for regulators.
Extended Retention
7-year log retention available. Meet SEC, FINRA, and MiFID requirements.
Compliance Reports
Generate reports for auditors. Export to your compliance tools.
Example: Trading Bot Approval
How human-in-the-loop works for large trades
Bot identifies opportunity
Trading bot detects arbitrage opportunity requiring $50,000 position
Limit check
Amount exceeds $10,000 auto-approve limit → triggers approval workflow
Notification sent
Portfolio manager receives Slack alert with trade details and market data
Human review
Manager reviews risk, checks exposure, approves via mobile app
Trade executes
Bot receives approval, executes trade with cryptographic proof of authorization
Logged forever
Full audit trail: opportunity, approval, execution, P&L—all cryptographically signed
Ready to secure your financial agents?
Talk to our team about your compliance requirements and use cases.