PSB

A distributed AI system where specialized financial agents (Portfolio Manager, Tax Optimizer, Risk Assessor, Market Researcher, Financial Planner, and Compliance) share a hierarchical memory architecture to provide coordinated wealth management advice. The system maintains three memory types—episodic (client interactions), semantic (stable knowledge), and procedural (learned strategies)—with time-decay models and cross-agent indexing to ensure consistent, context-aware recommendations across years-long client relationships. This eliminates redundant data gathering and fragmented advice by enabling all agents to access and contribute to a unified client context stored in a shared vector database.