Stop Drowning in Trade Admin
Automate bids, market monitoring, and reporting—instantly, on demand.
Every day is a race against time, juggling bids, tracking markets, and keeping records accurate. Manual processes pile up, costing you deals and peace of mind.
The hidden cost
What this is really costing you
Account Managers spend hours each week manually making offers, monitoring market positions, and ensuring transaction accuracy. The constant need to track, record, and report every detail leaves little time for strategic client engagement. Missed opportunities and costly errors are all too common when you’re buried in admin work.
Time wasted
8-12 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$36,250/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll lose valuable time, risk compliance errors, and miss out on high-value client interactions.
Return on investment
The math speaks for itself
Today — without agent
25 hrs/week
of manual work
With your AI agent
5.0 hrs/week
agent-handled
You save
$29,000/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.
Quick Bid Submission
You ask your agent to generate and submit a buy offer for a specific security at the optimal price.
Instant Position Snapshot
You ask your agent to pull a real-time summary of all current positions and market movements for your portfolio.
Automated Transaction Report
You ask your agent to prepare a transaction report for a client meeting, including all recent trades and outcomes.
Opportunity Analysis
You ask your agent to identify and summarize new market opportunities based on recent trends and client profiles.
How to hire your agent
Connect your tools
Link your portfolio management, trading, and client reporting systems.
Tell your agent what you need
Type: 'Generate and submit a sales order ticket for 500 shares of ABC at market price.'
Agent gets it done
The agent submits the order, logs the transaction, and provides a confirmation summary.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automate Bids and Offers
Instantly generate and submit buy or sell offers for securities based on your criteria.
Market & Position Monitoring
Track market movements and portfolio positions on demand to stay ahead of changes.
Transaction Recordkeeping
Keep accurate, compliant records of all transactions without manual entry.
Sales Order Processing
Complete and submit sales order tickets for client transactions with a single request.
Client Reporting & Communication
Prepare and send clear, up-to-date transaction and position reports to clients whenever needed.
Opportunity Identification
Surface new buying or selling opportunities by analyzing market data and trends.
AI Agent FAQ
Hire your AI agent
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