One conversation. A specialist team behind every answer.
The Cognia Multi-Agent Console turns a capital question into coordinated work across finance, portfolio allocation, asset operations, and tax — then returns one coherent, reviewable answer.
Finance for performance, accounting treatment, and reporting context.
Portfolio allocation for concentration, liquidity, and rebalancing paths.
Asset operations for wallets, exchanges, ledgers, and reconciliation.
Tax and compliance for jurisdiction rules, lots, and filing evidence.
01 / The intelligence layer
Built for questions that do not fit inside one discipline.
A rebalance can change risk, liquidity, cost basis, and filing obligations at the same time. Cognia breaks the question into specialist judgments without making the user manage four separate tools.
The orchestration layer keeps the original objective and portfolio context intact, dispatches the right work, and assembles the results into a single answer with assumptions and evidence visible.
From one brief to coordinated work
The console interprets the intent of a request before choosing which specialist agents should contribute. Simple questions stay focused; cross-domain questions can run in parallel.
- Classifies the decision, entities, assets, periods, and jurisdictions involved.
- Dispatches only the specialist work needed for the question.
- Reconciles conflicting signals before presenting a final response.
Specialist depth, shared context
Each agent reasons inside a narrower domain while working from the same underlying portfolio record. This reduces the context switching and silent data drift that appear when separate systems are used for every step.
- Finance for performance, accounting treatment, and reporting context.
- Portfolio allocation for concentration, liquidity, and rebalancing paths.
- Asset operations for wallets, exchanges, ledgers, and reconciliation.
- Tax and compliance for jurisdiction rules, lots, and filing evidence.
Evidence stays attached to the answer
Cognia is designed to show how an answer was reached, not only the final recommendation. Source records, assumptions, governing references, and unresolved exceptions stay visible for human review.
- Source-linked portfolio and transaction context.
- Explicit assumptions and open data-quality questions.
- Reasoning that can be reviewed with accountants, counsel, or investment teams.
Cognia supports professional judgment; it does not replace the user, advisor, accountant, or counsel responsible for the final decision.
Continue exploring
More from this part of Cognia, built around the same operating principles.
Know what is in every wallet — and what still needs attention.
Wallet Diagnosis turns fragmented addresses and exchange accounts into a controlled review flow for balances, transactions, transfers, spam assets, and cost-basis gaps.
Tax reasoning that starts with the jurisdiction and ends with the evidence.
The Cognia Tax Engine connects source activity, cost basis, lot matching, jurisdiction-specific rules, and report outputs so each conclusion can be reviewed from the transaction upward.
Risk is not one number. Cognia keeps the six dimensions in view.
The Risk Engine reads a connected portfolio across concentration, liquidity, volatility, correlation, return, and tax — then surfaces the changes that may deserve action.
Bring the full question. Let the right specialists take it apart.
Start with Cognia, or review the product guide before connecting your first data source.