Agents
AI that runs in the background, not just in chat
Autonomous agents monitor portfolios, surface alerts from SEC filings, draft personalized client emails, and prep meeting briefs \u2014 then route everything through a single queue for your review.
Agents run automatically
Watchdog, Analyst, and Meeting Prep agents run on schedule — scanning portfolios, monitoring SEC filings, and building briefs with no prompting required.
Results land in the Action Queue
Every alert, draft, and recommendation surfaces in one place, ranked by urgency, with full context attached.
You review and approve
Nothing acts on its own. Approve, edit, or dismiss with a click — you stay in control of every action.
One place for every AI output
Every alert, drafted email, portfolio flag, and meeting brief lands in the Action Queue \u2014 triaged by urgency so you always see what matters first.
- Critical alerts surface immediately, before anything else
- Full context attached to every item — no jumping between screens
- Approve, edit, or dismiss with a single action
app.trycolumn.co
Action Queue
3 pendingConcentration risk — AAPL
James Morrison · 28% position (threshold: 15%)
Watchdog Agent · 6 min ago
MSFT 10-Q — affects 4 clients
Revenue miss; management outlook revised down
Analyst Agent · 18 min ago
Meeting brief ready — Sandra Chen
Annual review · Tomorrow 2:00 PM
Meeting Prep Agent · 1 hr ago
Watchdog Agent
Portfolio risk, caught before it becomes a problem
The Watchdog agent scans all client holdings every 6 hours \u2014 flagging concentration violations and sector overweights before they escalate into compliance issues.
- Flags single-position concentration above your threshold
- Detects sector overweights across all clients automatically
- Tiered urgency: yellow → orange → red based on severity
app.trycolumn.co
Watchdog Agent
James Morrison
Sandra Chen
Thomas Reyes
⚠ Concentration risk detected
AAPL at 28% for James Morrison — exceeds 15% threshold. Routed to action queue.
Analyst Agent
SEC filings, graded for client impact
When a new 10-K or 8-K drops, the Analyst agent reads it, identifies which of your clients hold the security, and grades the materiality \u2014 so you never miss something that affects a client.
- Runs every 20 minutes against new EDGAR filings
- Grades materiality: critical, high, medium, or low
- Links directly to affected client records
app.trycolumn.co
Action Queue
3 pendingConcentration risk — AAPL
James Morrison · 28% position (threshold: 15%)
Watchdog Agent · 6 min ago
MSFT 10-Q — affects 4 clients
Revenue miss; management outlook revised down
Analyst Agent · 18 min ago
Meeting brief ready — Sandra Chen
Annual review · Tomorrow 2:00 PM
Meeting Prep Agent · 1 hr ago
More agents included
Specialized agents for every stage of the advisor workflow.
Meeting Prep Agent
Auto-generates a meeting brief before every client call: portfolio snapshot, open action items, and suggested talking points.
Communication Agent
Draft personalized client emails — quarterly reviews, market event responses, or custom messages — grounded in actual portfolio data.
Research Agent
On-demand investment research sourced directly from recent SEC filings. Ask a question, get a grounded answer with citations.
Proposal Agent
Turn a natural language objective into a concrete trade proposal — 3 to 7 trades with rationale and suitability notes, ready to review.
Automation Workflows
Chain agents together in multi-step sequences triggered by schedule or event. Build once, run automatically.
10 Chat Agents
License Advisor, Opportunity Finder, CE Tracker, and 7 more — available on demand inside the Capstone chat interface.
Agents that work between meetings
No configuration needed—agents start running as soon as you connect your data.