Advisor copilot
Your client, in conversation. Every figure from the engine.
An AI copilot that runs the Advice Engine through the platform's governed tools. It explains results with charts and tables built from the engine's output, and nothing changes in a client record without your approval.
Ask in plain language
Onboard a client, check readiness, compare a what-if or build a portfolio from one message.
Answers with charts
Forecasts, comparisons and allocations are drawn from the engine's own result; the model never retypes a number.
You approve every change
Each client-record write or trade pauses with its exact payload, editable before it runs.
From first message to executed trade
- Onboard
Client, goals and accounts from one message - Plan
Readiness, what-ifs and income by source - Advise
Glidepath and a policy-checked fund portfolio - Execute
Tax-aware trades after your approval
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Synthetic clients only. Each message runs a live model against the platform.