PR-01Active
Data Analyst Agent
Pulls position and performance data, calculates allocations, performance attribution, and tax implications
Query portfolio performance, risk exposure, and benchmark comparisons in natural language. Agents pull from custodians, market data feeds, and internal models to answer ad-hoc questions instantly.
Wealth advisors and portfolio managers manually track hundreds of client portfolios across asset classes, regions, and tax lots. Rebalancing decisions are delayed by lack of timely data. Performance attribution (what drove gains/losses) requires manual analysis. Tax-loss harvesting opportunities are missed. Drift from target allocations isn’t caught quickly. Advisor time is spent on data consolidation, not client relationships. Client dashboards are stale; advisors struggle to demonstrate value.
assistents portfolio analyst agent connects to custody platforms, data feeds, and tax software to provide real-time portfolio views. Advisors ask questions: “Which clients are out of balance?” or “Where are my tax-loss harvesting opportunities?” The agent calculates answers instantly. Performance is tracked in real time with attribution analysis (which positions/decisions drove returns). Rebalancing recommendations are auto-generated based on drift from target. Tax-loss harvesting opportunities are surfaced automatically.
Pulls position and performance data, calculates allocations, performance attribution, and tax implications
Answers advisor questions, explains performance, recommends rebalancing and tax moves
Identifies rebalancing candidates, calculates tax impact, schedules advisor reviews
Custody platforms, market data, and tax software are connected. Agent accesses real-time position data.
Agent calculates current vs. target allocations. Identifies clients out of balance.
Agent tracks performance with attribution analysis. Shows which decisions drove returns.
Agent identifies tax-loss harvesting opportunities and rebalancing recommendations.
Agent creates client performance reports and advisor action plans automatically.
5 steps deploy to production in weeks
Schedule a personalized demo to see how assistents’s AI agents can solve this challenge for your organization.