Stop Drowning in Brokerage Calculations
Automate holdings, dividends, fees, and payments in seconds—no more manual number crunching.
Manually tracking holdings, dividends, and fees eats up your day and leaves room for costly errors. You’re constantly double-checking spreadsheets and updating records, only to face more corrections and questions from clients.
The hidden cost
What this is really costing you
Calculating total holdings, dividends, interest, transfer taxes, brokerage fees, and commissions for each customer is tedious and error-prone. Even small mistakes can lead to payment delays, unhappy clients, and compliance headaches. The manual process slows you down and distracts from higher-value work.
Time wasted
1.7 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,465/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing this manually, you'll keep losing valuable hours, risk payment errors, and struggle to keep up with client demands and audits.
Return on investment
The math speaks for itself
Today — without agent
1.7 hrs/week
of manual work
With your AI agent
0.3 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.
Monthly Account Reconciliation
You ask your agent to calculate total holdings, dividends, and fees for all clients at month-end.
On-Demand Payment Allocation
You ask your agent to allocate payments to customers after a large transaction batch.
Fee Dispute Resolution
You ask your agent to break down all fees and commissions for a specific client to resolve a discrepancy.
Audit Preparation
You ask your agent to generate a summary report of holdings, dividends, and taxes for compliance review.
How to hire your agent
Connect your tools
Link your account management, document management, and financial reporting tools to the agent.
Tell your agent what you need
Type: 'Compute total holdings, dividends, and fees for all clients this quarter and allocate payments accordingly.'
Agent gets it done
Receive a detailed breakdown of holdings, all calculated payments, and ready-to-export reports for your records.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Calculate Total Holdings
Instantly computes customer holdings from your data exports and reports.
Dividends & Interest Allocation
Automates dividend and interest calculations, ensuring accurate payments every time.
Fee & Commission Breakdown
Quickly itemizes brokerage fees, commissions, and transfer taxes for each transaction.
Payment Distribution
Allocates and prepares payment instructions for each customer, reducing manual entry.
Summary Reporting
Delivers clear, exportable summaries for compliance and client communication.
AI Agent FAQ
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