Agents
Column Agents are designed to work between meetings, not just inside chat. Each agent has a defined role, a clear trigger model, a specific output, and the same final rule: nothing acts on its own.
Analyst Agent
Trigger: Material filings, earnings, price moves, and market events affecting held securities
Output: Client-ranked impact summaries, alert cards, and review recommendations
Escalation: High-materiality events are surfaced with urgent priority in the Action Queue
Watchdog Agent
Trigger: Suitability drift, concentration limits, communication drafts, and documentation gaps
Output: Compliance alerts, corrective-action suggestions, and tracked remediation items
Escalation: Issues are tiered into monitor, review, and immediate-action urgency levels
Proposal Agent
Trigger: Advisor-initiated prompts for rebalances, trade ideas, tax moves, and planning changes
Output: Structured proposals, rationale, trade lists, and review-ready memos
Escalation: Suitability-sensitive drafts are routed through Watchdog before advisor approval
Meeting Prep Agent
Trigger: Scheduled client meetings or on-demand prep requests
Output: Meeting briefs with holdings context, milestones, prior action items, and talking points
Escalation: Briefs are queued for review when a meeting is approaching or context changes materially
Research Agent
Trigger: Advisor prompts for security comparisons, thematic research, filings analysis, or market questions
Output: Research packs with executive summaries, cited sources, and supporting context
Escalation: Confidence and source visibility stay attached to every report for advisor review
Communication Agent
Trigger: Advisor requests, quarterly workflows, market events, or client milestones
Output: Draft emails, update letters, and follow-up messages grounded in client and portfolio context
Escalation: Every outbound draft is routed for advisor review before it can be sent
Workflow band
Analyst assesses impact across affected households, Proposal drafts response options, and Communication queues personalized outreach for advisor review.
Analyst runs attribution, Proposal identifies drift, Communication drafts updates, and Watchdog checks the quarter for reviewable compliance issues.
Meeting Prep, Proposal, Communication, and Watchdog work together when retirement, inheritance, job change, or family transitions create a need to act quickly.
Column Agents are built to extend the practice, not replace judgment. Nothing reaches a client or changes a portfolio without advisor approval.