Household Onboarding Agent
Builds the complete financial picture that the Wealth Health Score and every later module depend on.
- Wealth Advisory
- Diagnostics — Comprehensive Financial Diagnostics
- Wealth STAR
- 12 AI Agents
- Organizes statements, entities, and goals into one planning file.
- 01
Collects statements, entities, insurance, and estate documents.
- 02
Normalizes household data into one structured planning file.
- 03
Captures goals, constraints, and time horizons in your format.
- Client statements and documents
- Goal and risk questionnaires
- Entity and beneficiary records
- A structured household file
- A baseline diagnostic and score
- An open-items list
Part of Wealth STAR.
Comprehensive Financial Diagnostics
A complete financial picture producing a Wealth Health Score and a prioritized roadmap the client can act on.
A wealth advisory operating system with AI-powered advisory intelligence and a Wealth ROI Engine.
Explore The SystemClient Portfolio Agent
Monitors plan drift and flags planning opportunities across households.
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.