Wealth Portfolio Review Agent
Prepares personalized portfolio reviews for every client — quarterly — at advisor scale.
WealthPersonalization
Wealth Portfolio Review Agent
Polished agent demo — preview
Agent running
Agent thinking
- 1Reading inputs and pulling relevant context across systems…
- 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
- 3Executing steps with progress streaming back to the user.
- 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.
The problem
Most wealth advisors review only their top 20% of clients deeply. The rest get a generic statement and churn quietly.
What the agent does
- Analyzes each portfolio against the client's IPS, goals, and life events
- Drafts a tailored commentary with rebalancing recommendations
- Generates a personalized video summary and meeting prep deck
Business value
Lets a single advisor deliver high-touch service to 10x more households and lifts retention by 14 points.
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