AI Agents Dashboard
13 intelligent agents covering the wealth management lifecycle end-to-end
Total Processed
32,398
Pending Items
161
Active Alerts
22
Automation Rate
91.7%
Portfolio Construction & Rebalancing
Builds and rebalances portfolios against target allocation, drift bands and mandate constraints
Investment Research & Idea Generation
Screens market data and house views to surface investment ideas ranked against client mandates
Risk & Suitability
Monitors concentration, VaR and mandate limits; flags MiFID II / Reg BI suitability breaches
Client Onboarding & KYC
Runs identity verification, risk scoring and periodic KYC/EDD refresh across the client book
Performance & Reporting
Computes TWR/MWR performance, attribution and generates client-ready reporting packs
Tax Optimization & Loss Harvesting
Identifies tax-loss harvesting windows and wash-sale risk across taxable accounts
Cash & Liquidity Management
Tracks idle cash, sweep thresholds and upcoming liquidity needs across client accounts
Corporate Actions
Captures mandatory and voluntary corporate actions, applies elections and updates positions
Reconciliation
Matches custodian holdings and cash against the internal book of record daily
Advisor Co-pilot
Prepares meeting briefs, next-best-actions and drafts client correspondence for advisors
Regulatory Reporting
Prepares MiFID II, SEC and cross-border regulatory filings from portfolio and transaction data
Model Portfolios & Mandates
Maintains discretionary model portfolios and propagates house-view changes to linked accounts
ESG & Impact Scoring
Scores holdings against ESG/impact criteria and screens against client exclusion lists
Live Activity
Real-time agent actions
Flagged concentration breach on Hargrove Trust — single-name equity at 18.4% of AUM
Rebalanced Nordholm Pension mandate back to target allocation post drawdown
Surfaced $84k tax-loss harvest opportunity, wash-sale window checked clean
Escalated overdue EDD refresh for Al-Rashid UHNW relationship
Cleared 214 custodian position breaks after corporate action adjustment
Drafted Q3 review brief for Chen Family Trust ahead of Aug 12 meeting