New Client Onboarding
Welcome communication, household context, initial proposal drafting, suitability review, and kickoff prep delivered as one reviewable sequence.
Workflows
Turn recurring work into a repeatable system
Column Agents are most valuable when they are chained into consistent workflows. Triggers, agent stages, and approval steps stay connected so the firm responds the same way every time the work matters.
Trigger, route, review, and close the loop
A workflow can start from a calendar event, market event, client milestone, or advisor request. Once triggered, agents assemble context, generate outputs, and route each step into the right review lane.
- Event-driven or schedule-based workflow activation
- Context passed between agents instead of recreated from scratch
- Advisor approvals preserved at the end of every path
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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
Market Event Response
Impact ranking, rebalancing options, and client communication drafts for the most affected households after a material event.
Quarterly Review Cycle
Attribution, drift detection, commentary drafting, compliance review, and meeting prep coordinated across the practice.
Tax Season Optimization
Tax-loss opportunities, replacement research, proposal drafting, and communication review stitched into one timely workflow.
Review discipline built into every workflow
The point of automation is not to bypass the advisor. It is to reduce manual prep, surface the right context, and give the advisor something clear to review and approve.
- Approvals, edits, and rejections tracked centrally
- Outbound communication reviewed before send
- Risk and compliance context stays connected to each workflow stage
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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.
CriticalApprove fixEscalate
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.
Design workflows around how your firm already works
Start with the flows you repeat every quarter, every meeting cycle, or every market event, then let Column Agents make them more consistent.