Stop Dreading Portfolio Updates
Instantly update and manage client portfolios—no more manual drudgery.
Manually tracking every client’s financial plan is tedious and error-prone. It eats up your time, risks outdated advice, and leaves you scrambling to keep up.
The hidden cost
What this is really costing you
Keeping client portfolios up-to-date means sifting through endless reports, reconciling data, and manually adjusting plans. Even small changes require repetitive data entry and double-checking for accuracy. It’s a constant drain that distracts you from higher-value advisory work.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep managing portfolios manually, you’ll lose valuable hours, risk costly mistakes, and struggle to deliver timely, personalized advice to your clients.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Quarterly Portfolio Review
You ask your agent to update a client’s portfolio with recent transactions and generate a summary of changes for your meeting.
Mid-Year Plan Adjustments
You ask your agent to incorporate new client assets, adjust allocations, and flag any compliance issues.
Scenario Planning Request
You ask your agent to model how a market shift would impact a client’s retirement plan and prepare a report.
Pre-Meeting Document Prep
You ask your agent to assemble all updated plan documents and performance summaries for an upcoming client review.
How to hire your agent
Connect your tools
Link your portfolio management, financial planning, and document management tools to the agent.
Tell your agent what you need
Type: 'Update the Smith portfolio with Q2 transactions and prepare a summary for my review.'
Agent gets it done
The agent updates the portfolio, checks compliance, and delivers a ready-to-share summary and documents.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Portfolio Data Updates
Updates client portfolios with the latest information you provide, ensuring all records reflect current holdings and allocations.
Plan Adjustment Summaries
Creates clear, concise summaries of changes made to client plans, ready for your review or to share with clients.
Compliance Checklists
Generates checklists to ensure all updates meet compliance standards before finalizing changes.
Scenario Analysis Support
Quickly runs scenario analyses based on new client data or market changes, so you can advise proactively.
Document Preparation
Prepares updated plan documents and reports for client meetings in just seconds.
AI Agent FAQ
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