Ed Chen · Video Walkthroughs
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Watch · 7 case studies

See the work move.

Narrated walkthroughs of seven case studies — institutional finance, fiduciary AI, and front-to-back operations. Each links to its full case study.

Open source · operating model

Ed Agent

The AI operating model, runnable — nine human-gated stages, a self-correcting loop, and a local control room.
Full case study →
Concept · UHNW advisory

Xanthos Private Bank

A private bank designed around the relationship manager and the fiduciary obligation — not the dashboard.
Full case study →
Concept · financial crime

Argos — Cross-Asset AML/CFT

One beneficial owner as a single investigation across banking, securities and real estate.
Full case study →
Concept · prime brokerage

Praxis Prime

Front-to-back prime brokerage — the FIX 4.4 to SWIFT Diff Viewer, T+1 and CSDR.
Full case study →
Concept · institutional CRM AI

ConnectX

An institutional CRM where AI agents operate under four explicit autonomy tiers.
Full case study →
Concept · fiduciary AI

Double-Blind Fiduciary Protocol

An AI proposal is sealed (SHA-256) before a human reviews it — an audit trail for SEC 17a-4 and SR 11-7.
Full case study →
Concept · retail wealth

Aureus — AI Wealth Hub

Institutional fiduciary discipline, translated into a retail AI wealth app.
Full case study →
Concept · institutional execution

TradeX Institutional Terminal

Hundreds of risk signals on one execution surface — density as a discipline, grounded in production FIX 4.4.
Full case study →