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Wealth

AI wealth advisor agent

Research, rebalancing and client reports, ready for the advisor.

Do the research and paperwork for every client in minutes, so advisors spend their time on conversations, not spreadsheets. Advice stays with your licensed team.

Book a free call → See how it works

Works withCustodian feedsMarket dataCompany filingsCRMExcelEmail

Today

The way it runs now

Advisors spend more time on statements, spreadsheets and review decks than with clients. Portfolio reviews happen once a year because that is all the team can manage.

With the agent

3xmore clients per advisor
Weeklyportfolio checks, not yearly
Minutesto a client-ready report

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    Client profile

    Keeps goals, risk appetite and constraints up to date.

  2. 02

    Pull portfolio

    Gathers holdings from custodians and statements.

  3. 03

    Research filings

    Reads company filings and news, with sources cited.

  4. 04

    Rebalance plan

    Proposes trades that fit the mandate and tax rules.

  5. 05

    Advisor review

    A licensed advisor approves every recommendation.

    A person decides
  6. 06

    Client report

    Writes a clear, personal update for each client.

What you get

Built, connected and run for you.

  • The agent, built and tuned on your data
  • Approval rules you set, by amount and risk
  • A live dashboard and a full audit log
  • Secure links to your systems through MCP
  • A weekly results report
  • Monitoring, fixes and tuning after launch

Zero upfront cost

You pay when it works.

  1. Week 1Pick the process and agree in writing what success means.
  2. Weeks 2-4We build it and run a pilot on your real work, at our cost.
  3. Day 30We look at the numbers together. You decide.
  4. After launchWe run it, watch it and improve it every month.
Book a free call →

Questions

Straight answers.

Does the agent give financial advice?

No. It researches and drafts. A licensed advisor approves every recommendation before a client sees it.

Where does client data live?

In your systems or a private cloud you control. Nothing is used to train public models.

What does it cost?

Nothing upfront. We run the pilot at our cost. You pay per active user only once the results we agreed in writing show up.

Is our data safe?

Your data stays in your systems. Agents get the least access they need, every action is logged, and nothing is used to train public models.

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Let’s talk

Put Wealth advisor agent
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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