Client Portfolio Agent
Closes the gap between periodic reviews, where most planning opportunities are currently lost.
- Wealth Advisory
- Monitoring — Continuous Wealth Monitoring
- Wealth STAR
- 12 AI Agents
- Monitors plan drift and flags planning opportunities across households.
- 01
Monitors plan drift, allocation, and funding status continuously.
- 02
Detects opportunities triggered by client or market change.
- 03
Ranks households by what needs advisor attention this month.
- Household plans and holdings
- Market and account data
- Opportunity detection rules
- Drift and threshold alerts
- An opportunity queue by household
- An advisor priority list
Part of Wealth STAR.
Continuous Wealth Monitoring
Executive dashboards, AI alerts, and KPI reporting that keep the relationship active between reviews.
A wealth advisory operating system with AI-powered advisory intelligence and a Wealth ROI Engine.
Explore The SystemHousehold Onboarding Agent
Organizes statements, entities, and goals into one planning file.
Agent DetailPlan Drafting Agent
Builds first-draft financial plans in your firm's presentation format.
Agent DetailBusiness Owner Value Agent
Estimates enterprise value and readiness for owner clients.
Agent DetailSuccession Roadmap Agent
Drafts the transition sequence and tracks progress between reviews.
Agent DetailReview Meeting Agent
Assembles recurring review packages and post-meeting action lists.
Agent DetailInvestments Agent
Investment Strategy & Portfolio Optimization.
Agent DetailTax Agent
Tax-Efficient Wealth Management.
Agent DetailEstate Agent
Estate, Trust & Wealth Transfer.
Agent DetailBusiness Owner Agent
Business Owner Wealth Planning.
Agent DetailRisk Agent
Risk Management & Asset Protection.
Agent DetailPhilanthropy Agent
Charitable & Philanthropic Planning.
Agent DetailFamily Advisory Agent
Executive Coaching & Family Advisory.
Agent DetailAI Intelligence Agent
AI-Powered Advisory Intelligence.
Agent DetailAI Value Agent
AI Value Driver Assessment.
Agent DetailScenarios Agent
Value-Uplift Scenario Modeling.
Agent DetailRevaluation Agent
Quarterly Revaluation & Timeline.
Agent DetailRoadmap Agent
Advisory Roadmap & Accountability.
Agent DetailBuyers Agent
Buyer Persona Value Architecture.
Agent DetailLiquidity Agent
Liquidity, Tax & Post-Exit Wealth.
Agent DetailFounder Agent
Founder Succession & Readiness.
Agent DetailGovernance Agent
Family Governance & Legacy.
Agent DetailNext Gen Agent
Next-Generation Readiness.
Agent DetailContinuity Agent
Crisis Response & Continuity.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.