Platform Architecture
Agent & Workflow Ideas
Intelligent automation powering wealth management operations
AI Agents
Client Onboarding Agent
Automates KYC, account opening, paperwork, e-signatures, and custodian submissions.
Portfolio Intelligence Agent
Monitors portfolios, detects drift, recommends rebalancing, and identifies tax-loss harvesting opportunities.
Compliance Agent
Detects compliance issues, monitors portfolios, generates audit trails, and manages regulatory tasks.
Billing Agent
Calculates advisory fees, reconciles billing, and generates invoices automatically.
Client Communications Agent
Creates reports, meeting summaries, personalized emails, reminders, and client updates.
Intelligent Workflows
Client Onboarding
Complete KYC and account setup automation
Connected Systems
Portfolio Rebalancing
Automatic drift detection and rebalancing execution
Connected Systems
Compliance Review
Continuous monitoring and audit trail generation
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Billing Cycle
Automated fee calculation and invoice generation
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Client Reporting
Personalized reports and client communications
Connected Systems