Stop Drowning in Investment Research
Quickly assess investment opportunities for client compatibility—no more endless manual digging.
Manually investigating every new investment eats up hours you don’t have. Sorting through reports, cross-checking with client plans, and compiling summaries is tedious and draining.
The hidden cost
What this is really costing you
Evaluating each investment opportunity for client fit requires sifting through dense reports, comparing options, and mapping them to unique financial plans. It’s repetitive, detail-heavy, and easy to miss critical factors. The manual process slows you down and leaves less time for direct client engagement.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,610/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing this manually, you’ll waste valuable hours, risk overlooking key compatibility issues, and limit the number of clients you can effectively serve.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,030/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.
Screening New Fund Offerings
You ask your agent to analyze a new mutual fund and check if it aligns with your client’s risk profile and investment horizon.
Comparing Multiple Investment Options
You ask your agent to compare several ETFs and summarize which best fit a client’s retirement plan.
Checking Compliance With Client Mandates
You ask your agent to review a structured product to ensure it doesn’t violate any client-imposed restrictions.
Filtering Opportunities by Tax Impact
You ask your agent to identify investments with the lowest tax liability for a high-net-worth client.
How to hire your agent
Connect your tools
Link your financial planning, asset allocation, and document management tools to streamline data access.
Tell your agent what you need
Type: 'Review these three investment opportunities and tell me which best fits the Smiths’ retirement plan and risk tolerance.'
Agent gets it done
The agent delivers a clear, prioritized summary showing which investments are compatible, with notes on risks and compliance.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Investment Opportunity Analysis
Reviews investment options and extracts key details relevant to your client’s goals.
Client Plan Matching
Cross-references investment criteria with client financial plans to flag compatibility or concerns.
Summary Reporting
Delivers concise, actionable summaries so you can advise clients faster.
Risk & Compliance Checks
Highlights potential risks and compliance issues tied to each recommendation.
Custom Criteria Filtering
Filters opportunities based on your custom parameters for each client.
AI Agent FAQ
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