Meet Your AI Team
Autonomous agents that work like employees — with their own credentials to your existing systems. They plan, manage, research, and comply — so you can focus on what matters.
Financial Planner & Organizer
Organizes, plans, and simulates
Organizes your entire financial picture — 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 Manager
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 Analyst
Researches, analyzes, 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 Manager
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
Orchestrator
Coordinates, routes, and manages
The conductor of your AI team. Coordinates all agents, manages handoffs between workflows, prioritizes tasks, and ensures nothing falls through the cracks.
Capabilities
- • Multi-agent workflow coordination
- • Intelligent task prioritization
- • Cross-agent handoff management
- • Workflow status and reporting
Replaces: Manual workflow coordination and task management overhead
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
Agents connect to the systems you already use
No integration buildout. No special APIs. Agents get their own credentials — like onboarding a new hire.
Ready to onboard your AI team?
Get early access to autonomous AI agents built on trust infrastructure designed for wealth management.