We build custom autonomous agents for US wealth management and CPA firms. You buy the outcome. We run the workflow. Output lands in your existing stack: Teams, Salesforce, SharePoint, inbox.
"Deploying these agents transformed how our team operates. Tasks that used to consume hours of advisor and ops time now happen automatically — and the output integrates directly into the tools we already use. We're paying for results, not software, and that model changes everything."
Every competitor sells software the firm must adopt, learn, and staff. We sell outcomes on a schedule. The 10-80-10 protocol means AI handles 80% of the work, your professional reviews 10%, and we frame and audit the rest.
Setup, integration, quality checks, and exception handling.
Transcription, extraction, provisioning, summarization, routing, task creation, and document generation. All autonomous.
Sign-off on client-facing output. The judgment stays human.
These aren't the only agents we build — they're examples of what's already running in production. Each can be deployed to your firm or adapted to your exact workflow.
Every inbound client call transcribed, summarized, posted to the household workspace, and turned into a CRM follow-up task. Within minutes.
Entry Point Full details →Client tax scans become structured, audit-ready data. W-2s, 1099s, K-1s extracted and filed to the right folder against the right return.
Entry Point Full details →One coherent workspace per family. Team channel, document folder, CRM record, all provisioned together and synced forever.
Entry Point Full details →80% of quarterly review prep done before the advisor opens it. Portfolio commentary, life-event flags, talking points. Five days early.
Full details →Onboarding, annual review, tax season, estate events. Your playbooks run on rails with clear owners, SLAs, and audit trails.
Full details →Client communications drafted, reviewed, and dispatched on schedule. Consistent voice across the firm, personalized per household.
Full details →Detects life events from client data and conversations. Marriage, retirement, inheritance, new baby. Routes to the right advisor with context.
Full details →Compliance and review routing. Sensitive calls, flagged transactions, and exception items land with the right reviewer, automatically.
Full details →Nothing new to log into. Output lands in Teams, Salesforce, SharePoint, and your inbox. Your team keeps working where they already work.
Built and refined at a real wealth and CPA firm. Every agent maps to a module processing real client data today.
The 10-80-10 protocol means your professionals review what matters. AI handles the volume. You maintain the relationship.
Pay per call, per document, per household, per review. No enterprise license. No seats. Your cost tracks your work.
The eight agents above are examples of what we've built and proven. If your firm has a workflow that needs automating, we scope, build, and run it for you — same outcome-based model, same integration approach.
The Productive Agents. Custom agents for any workflow. Already running.