Institutional-grade intelligence and operations for independent RIAs.
Column Agents monitor portfolios, prep meetings, draft client communications, and route every recommendation through one approval queue.
Included agents
Action Queue
High Priority
MSFT filing affects 4 households
Concentration risk flagged
Watchdog Agent flagged a 28% AAPL position for James Morrison and routed a review memo.
Meeting Brief
Sandra Chen annual review
Talking points, holdings, milestones, and likely objections ready for tomorrow.
Research Pack
Commercial REIT update
New thesis summary with filings, transcript notes, and source citations attached.
Live Agents
6 activeAnalyst Agent
10-Q summarized
Meeting Prep Agent
Brief generated
Communication Agent
Draft queued
Proposal Agent
Rebalance memo ready
Approval model
Nothing reaches a client or portfolio without advisor sign-off.
How it works
The operating model is simple
Agents run
Analyst, Watchdog, Meeting Prep, Research, Proposal, and Communication agents work continuously or on trigger against connected client context.
Outputs land in the Action Queue
Alerts, research packs, meeting briefs, and communication drafts arrive in one review surface with reasoning and urgency attached.
Advisor reviews and approves
Nothing reaches a client or portfolio without human sign-off. Edit, approve, reject, or escalate from one place.
A full roster of specialized agents
Column Agents gives independent RIAs the operating leverage larger firms build with teams of analysts, compliance staff, and client service support.
Analyst Agent
Monitors holdings, filings, earnings, and market events for client-specific materiality.
Watchdog Agent
Tracks concentration, suitability, communication review, and compliance drift.
Proposal Agent
Turns advisor intent into structured proposals, rationale, and trade memos.
Meeting Prep Agent
Builds meeting briefs with portfolio context, milestones, and talking points.
Research Agent
Creates cited research packs from filings, transcripts, and market inputs.
Communication Agent
Drafts personalized client outreach tied to portfolios, events, and advisor context.
Flagship workflow
A market event response system, not a pile of alerts
When something material happens, agents can rank affected households, draft response options, queue outreach, and keep every step reviewable.
- Trigger-driven workflow from event to advisor action
- Client impact prioritized by exposure and urgency
- Drafts, memos, and communication routed through one queue
app.trycolumn.co
Workflow
Market Event Response
Trigger
Fed surprise + sector drawdown
Analyst Agent
Assesses impact across held positions
Proposal Agent
Builds options for top affected households
Communication Agent
Drafts outreach for advisor approval
Meeting prep
Walk into every review with the right context
Meeting Briefs pull together holdings, performance context, prior action items, and likely client questions so advisors are prepared before the meeting starts.
- Portfolio-aware talking points and agenda suggestions
- Upcoming milestones and unresolved action items
- Built for advisor review, not generic auto-generated notes
app.trycolumn.co
Meeting Brief
Sandra Chen · Annual review · Tomorrow 2:00 PM
Agenda
- Portfolio performance since Q4
- Bond sleeve repositioning
- 2027 tuition milestone
Likely questions
- Why reduce mega-cap tech now?
- How much cash reserve is enough?
- Should we harvest losses this quarter?
3
Holdings flagged
2
Open action items
4
Milestones ahead
Research and monitoring
Research packs and compliance signals in the same operating layer
Column combines cited research, portfolio monitoring, and approval workflows so market intelligence and compliance context stay connected.
- Cited research packs grounded in filings and transcripts
- Watchdog alerts with suitability and concentration context
- A unified record of what was surfaced, reviewed, and approved
app.trycolumn.co
Research Pack
Commercial REITs after the latest rate move
Thesis summary, company comparisons, key risks, and source links for advisor review.
Executive summary
- Refinancing pressure remains concentrated in office-heavy names.
- Balance-sheet quality is widening the valuation gap.
- Dividend safety remains strongest in residential and industrial REITs.
Sources
Supporting capabilities that keep the system grounded
The agent layer works because it stays connected to client records, workflows, documents, and the operational backbone of the firm.
Action Queue
One triage surface for every recommendation, alert, and approval.
Workflow Automation
Chain agents into repeatable quarterly, event-driven, or onboarding workflows.
Documents & Context
Ground the system in documents, notes, and connected records instead of isolated prompts.
Client experience
A client portal that feels like part of the relationship
Secure documents, appointments, goals, and shared updates live in one place, extending the advisor experience without sending clients to a generic third-party portal.
clients.trycolumn.co
Client Portal
A high-touch extension of the advisory relationship
Documents
Statements, forms, and shared files
Appointments
Upcoming meetings and requests
Goals
Shared milestones and progress
Built for the advisory firm behind the relationship
Column Agents are designed for firms that want institutional-grade operating leverage without giving up advisor judgment.
The value is not just that it drafts work. It is that it sees the entire practice, tells me what matters first, and gives me something reviewable instead of a blank page.
Meeting prep used to happen the night before. Now the brief is already waiting for me, with the holdings context and the questions I need to be ready for.
The Action Queue is what made it click for us. Agents can do a lot in the background, but the advisor still owns every decision that matters.
Build the institutional team your practice never got
Column Agents brings portfolio monitoring, meeting prep, research, workflows, and client communications into one reviewable operating layer.