Platform
An intelligence and workflow layer for independent RIAs
Column Agents is not a CRM replacement, portfolio accounting system, or custodian. It is the operating layer that helps advisory firms monitor, prepare, draft, and review work faster across the systems they already use.
One Action Queue for every recommendation, draft, and alert
Column gives advisors a single review surface where agents can propose work, show their reasoning, and wait for approval before anything moves forward.
- Urgency-ranked queue across research, compliance, communications, and meeting prep
- Plain-English reasoning attached to each recommendation
- Approve, edit, reject, or escalate from the same surface
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Action Queue
Everything that needs advisor review
Concentration risk flagged
Watchdog Agent flagged a 28% AAPL position for James Morrison against a 15% threshold.
Meeting brief ready
Meeting Prep Agent assembled holdings context, milestones, and talking points for Sandra Chen.
Research pack queued for review
Research Agent summarized recent filings and transcripts for a dividend ETF comparison.
Agent workflows that behave like a system
Workflows connect triggers, agents, and review steps so the firm can respond consistently to recurring events instead of relying on memory and manual follow-up.
- Build workflows for quarterly reviews, market events, onboarding, and tax season
- Pass context from one agent stage to the next
- Keep the advisor approval checkpoint intact at the end of the chain
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 and client communications that stay portfolio-aware
Prep agents and communication agents work from household context, prior meetings, and real holdings data so outbound drafts feel specific instead of generic.
- Meeting briefs with agenda, milestones, and likely client questions
- Personalized communication drafts tied to actual portfolios
- Reviewable outputs that preserve advisor judgment
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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
Compliance monitoring and research in the same operating layer
Research packs, watchdog alerts, and practice-wide monitoring live together so the firm can move with more context and less fragmentation.
- Research packs with summarized findings and source citations
- Watchdog monitoring for concentration, suitability, and documentation gaps
- One audit trail across surfaced issues, drafts, edits, and approvals
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
The agent layer stays useful because it remains connected to the day-to-day operating backbone of the firm.
Documents
Store, organize, and retrieve the documents that ground research, support compliance, and keep workflows moving.
CRM & Households
Keep relationship records, household context, and activity history connected to the work your agents are doing.
Calendar & Scheduling
Tie meetings and scheduling directly to client work so prep, follow-up, and approvals stay connected.
Reporting & Practice Ops
Track activity, workflow throughput, and operational load so the practice scales without adding hidden admin overhead.