Wealth Command Center
AI agents monitoring portfolios, risk, tax and client relationships across every book
AI Agents Active
13 agents covering portfolio, risk, tax, onboarding and advisory workflows
AUM Under Agent Coverage
$4.8B
+2.1% this quarter
Open Advisory Actions
52
-9 vs last week
Avg. Time to Resolve
2.6 hrs
Down from 5.4 hrs
Client Relationships
1,284
+18 this quarter
Open Risk Alerts
14
-6 vs last week
Straight-Through Rate
91.7%
Target: 90%
Reviews Due (7d)
6
1 overdue
Client Alerts
Newest exceptions across all portfolios
Concentration breach — Hargrove Trust
Single-name equity position now 18.4% of AUM vs 15% mandate limit
Cash drag flagged — Whitmore Family Office
£1.2M sitting in settlement account for 9 days, unallocated
KYC periodic review overdue
Al-Rashid UHNW relationship — enhanced due diligence refresh due 6 days ago
Tax-loss harvest opportunity
Unrealized loss of $84k on tech sector holding, offset window closing
Upcoming Reviews
IPS, mandate & suitability calendar
Quarterly IPS Review — Chen Family Trust
Aug 12, 2026
Mandate Rebalance — Nordholm Pension
Aug 15, 2026
Suitability Re-assessment — Ito Holdings
Aug 19, 2026
Board Reporting Pack — Q3 Close
Aug 22, 2026