Advisor Co-pilot

Data on This Page

Upcoming Meeting Briefs for four clients (Chen Family Trust, Nordholm Pension, Ito Holdings, Al-Rashid UHNW) — each showing meeting type, date and an AI-drafted next-best-action, tagged Ready or Drafting. Alongside it, a Correspondence Drafts panel lists two client letters (Whitmore Family Office, Beaumont Estate) awaiting advisor approval.

What This Agent Does

Pulls calendar and CRM meeting schedules together with signals from the risk, drift and tax agents to prepare context-rich briefs and next-best-actions ahead of every client meeting. It also drafts client correspondence — advisory notes, performance summaries — in the appropriate tone, but every draft sits behind advisor approval before it goes out; the agent never sends client-facing communication autonomously.

Worked Examples

• Chen Family Trust's Aug 12 IPS Review brief flags the tech overweight and proposes discussing a rebalance plus a muni ladder for new cash — marked Ready.
• Al-Rashid UHNW's Aug 13 EDD Refresh brief stays in Drafting because it is waiting on updated source-of-wealth documentation before a next-best-action can be finalized.
• The Whitmore Family Office draft ("Cash drag observation and sweep proposal") mirrors the idle-cash flag on the Cash & Liquidity agent for that same client, awaiting advisor sign-off.