Agentic Financial Operations
Liquidity planning, algorithmic tax-loss harvesting and reporting agents for advisory practices.
- What it doesRuns continuous review over custodial and accounting data, proposes the trade, tax and liquidity actions an analyst would, and routes each one to an advisor for approval rather than executing on its own.
- Where it runsA hosted retrieval layer over custodian, recordkeeper and general-ledger feeds, integrated with the CRM and portfolio accounting systems already in place.
- What it replacesQuarterly manual account reviews, spreadsheet tax-lot analysis, and the December harvesting scramble.
- Deployment window60-day pilot, one book of business.