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One wealth agent, specialized across the full workflow

entropyFA works from one shared wealth picture and supports planning, portfolio management, research, compliance, and coordination in a single private system.

Planning & Organization

Organizes, plans, and simulates

Brings the full wealth picture together — accounts, entities, documents, family relationships, and investments — into a structured, searchable vault. Then builds comprehensive plans, runs Monte Carlo simulations, and generates client-ready presentations.

Capabilities

  • • Encrypted document vault and organization
  • • Account/entity/relationship mapping
  • • Comprehensive financial plan generation
  • • Monte Carlo simulations (<100ms)
  • • Cash flow and scenario modeling
  • • Client-ready plan presentations

Replaces: 4-6 hours of manual plan prep + ongoing data organization per client

Portfolio Management

Monitors, rebalances, and optimizes

Continuously monitors portfolio drift, executes rebalancing strategies, identifies tax-loss harvesting opportunities, and manages multi-account coordination.

Capabilities

  • • Automated drift monitoring and alerts
  • • Tax-loss harvesting optimization
  • • Multi-account rebalancing
  • • Cash management and trade execution

Replaces: Daily portfolio review + quarterly rebalancing cycles

Research & Monitoring

Researches, monitors, and synthesizes

Generates investment research memos, analyzes legislative and regulatory changes, and synthesizes market data into actionable strategy recommendations.

Capabilities

  • • Investment research memo generation
  • • Legislative and regulatory analysis
  • • Market data synthesis
  • • Strategy recommendations with citations

Replaces: Junior analyst research output and weekly market summaries

Compliance & Control

Monitors, flags, and documents

Monitors regulatory changes, flags potential compliance issues before they escalate, maintains audit-ready documentation, and generates regulatory reports.

Capabilities

  • • Regulatory change monitoring
  • • Proactive compliance issue flagging
  • • Audit-ready documentation
  • • Regulatory report generation

Replaces: CCO time + outside compliance consulting hours

Coordination

Coordinates, routes, and manages

Coordinates handoffs across planning, portfolio, research, and compliance workflows, prioritizes tasks, and ensures nothing falls through the cracks.

Capabilities

  • • Workflow coordination across capabilities
  • • Intelligent task prioritization
  • • Cross-workflow handoff management
  • • Workflow status and reporting

Replaces: Manual workflow coordination and task management overhead

By Audience

The same capabilities, adapted to different workflows

entropyFA runs on one shared foundation. What changes is how those capabilities are applied for advisory firms versus families and family offices.

For Advisors

Scale planning, monitoring, recommendations, and follow-through across more households without adding the same amount of headcount.

See advisor workflows

For Families

Bring the full wealth picture together, surface opportunities continuously, and work directly or alongside your advisor in the same trusted system.

See family workflows

Architecture

Proprietary Dual-Engine Architecture

The precision of deterministic math. The reasoning of AI.

Generative Reasoning Engine

Large language models that parse documents, extract context, analyze emails, and generate explanations.

Quantitative Precision Engine

Deterministic computation for tax-loss harvesting, portfolio rebalancing, Monte Carlo simulations (<100ms), and risk-adjusted returns.

Example: A Client Requests Cash

1. Generative Engine — Parse & Gather

The generative reasoning engine parses the client's request, identifies the withdrawal amount and timeline, and gathers context from the financial vault — account balances, tax lots, upcoming obligations, and client preferences.

2. Quantitative Engine — Run the Numbers

The quantitative precision engine evaluates every possible liquidation strategy — comparing tax consequences across accounts, modeling the impact on portfolio allocation, and running Monte Carlo simulations to assess long-term effects on the financial plan.

3. Generative Engine — Present Findings

The generative engine synthesizes the quantitative results into a clear recommendation with plain-language rationale, presents trade-offs, and prepares the proposal for advisor review. Every step is logged to a full audit trail.

Integrations

Works with the systems you already use

No integration buildout. No special APIs. entropyFA works with the systems your team already relies on.

Schwab Fidelity Pershing Redtail Wealthbox Salesforce eMoney MoneyGuide RightCapital Orion Black Diamond

Ready to put your wealth agent to work?

Get early access to a private AI wealth agent built on trust infrastructure designed for wealth management.

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