It's 7:30 AM. The rebalance alerts are already queued.
Overnight market movement pushed 8 client portfolios outside their target allocation bands — 3 are overweight in large-cap growth by more than 5%. Your TabTab agent identified each drift, generated trade proposals that respect wash-sale rules and tax-loss harvesting opportunities, calculated the estimated tax impact, and queued the proposals in your portfolio management system for review. Your first client meeting is at 9. You walk in with solutions, not spreadsheets.
The problems we eliminate.
Client onboarding takes weeks — new money sits uninvested
Agent collects KYC documents, pre-fills account applications, tracks outstanding items, and nudges clients on missing signatures
Quarterly reports are manual — pulling data, formatting, personalizing
AI pulls portfolio data from custodian feeds, generates personalized performance summaries, and drafts commentary based on market conditions
Compliance documentation gaps — audit findings hurt
Agent maintains audit-ready records, tracks regulatory deadlines, flags missing disclosures, and generates compliance checklists per review period
Meeting prep eats advisor time — 45 minutes per client meeting
Agent builds pre-meeting briefs: portfolio changes since last meeting, life events, cash flow needs, and suggested talking points
Prospect follow-up is inconsistent
Nurture agent sends educational content, market insights, and meeting invitations to prospects on a configurable cadence.
Fee billing reconciliation is tedious
Fee agent calculates advisory fees from custodian data, reconciles against billing schedules, and generates client-facing fee summaries.
From intake to outcome.
Prospect becomes client
IPS documented, risk tolerance assessed, KYC collected. Account applications pre-filled. Custodian paperwork tracked to completion. First investment executed on schedule.
Ongoing service
Portfolio monitored against IPS. Rebalancing alerts generated. Cash flow needs tracked. Life event triggers (marriage, retirement, inheritance) flagged for advisor review.
Client reporting
Quarterly performance reports generated from custodian data. Personalized commentary drafted. Year-end tax reports compiled. Fee summaries prepared.
Compliance & growth
Regulatory deadlines tracked and met. Audit documentation maintained. Prospect pipeline nurtured. Client satisfaction surveys conducted annually.
17+ agents for Wealth & Advisors.
Every node below is an agent that runs on your TabTab hardware. Click a department or agent for details.
Captures AUM, risk tolerance, and goals from prospective clients.
Pulls portfolio performance, market context, and talking points before each meeting.
Tracks referral introductions and schedules discovery calls.
Every agent above is buildable with a TabTab installation. Your 3-hour Bench onboarding gets you the first 6 agents. The community ships the rest.
Industry-specific intelligence.
Custodian data integration
Pulls holdings, transactions, and performance data from major custodians. Single source of truth across Schwab, Fidelity, Pershing, and others.
Life event detection
Monitors client interactions for life event signals: new home, new baby, job change, inheritance. Alerts advisor with relevant planning opportunities.
Compliance calendar
Tracks all regulatory deadlines: ADV updates, best execution reviews, code of ethics certifications. Generates checklists and assigns tasks.
Meeting brief generator
5 minutes before a client meeting, advisor receives: portfolio summary, recent changes, market context, upcoming cash needs, and suggested agenda items.
Ready to automate wealth & advisors?
17+ agents across 5 departments — configured, tested, and trained for your specific operation. One price. Full ownership. No monthly platform fees.