AGI.do

Services

What will AGI do for Investment advice?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • Financial Planning SoftwareserviceBlueprint
  • Account Aggregation PlatformserviceBlueprint
  • Portfolio Analytics SoftwareserviceBlueprint
  • Compliance Management SystemserviceBlueprint

Outputs

  • Investment Policy StatementserviceBlueprint
  • Financial Plan DocumentserviceBlueprint
  • Suitability Assessment RecordsserviceBlueprint

Measured by

  • Recommendation SuitabilityserviceBlueprint
  • Disclosure Compliance RateserviceBlueprint
  • Client SatisfactionserviceBlueprint

Key steps

  • Conduct Client Risk ProfilingserviceBlueprint
  • Gather Financial Situation DataserviceBlueprint
  • Analyze Goals And ConstraintsserviceBlueprint
  • Model Portfolio ScenariosserviceBlueprint
  • Formulate Investment RecommendationsserviceBlueprint
  • Present Recommendations To ClientserviceBlueprint
  • Document Suitability And DisclosuresserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Investment advice

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Investment advice connects

absorbs

  • Personal Financial Planningmodel
  • Retirement Readiness Reviewmodel

composes

measured by

  • Client Outcome Alignmentmodel
  • Client Satisfactionmodel
  • Disclosure Compliance Ratemodel
  • Recommendation Suitabilitymodel
  • Suitability Compliance Ratemodel

optimizes

  • Client Risk Alignmentmodel
  • Goal Achievement Probabilitymodel
  • Plan Delivery Timemodel
  • Recommendation Suitabilitymodel

produces

  • Financial Plan Documentmodel
  • Investment Policy Statementmodel
  • Recommendation Memomodel
  • Risk Profile Assessmentmodel
  • Suitability Assessment Recordsmodel
  • Suitability Recordmodel

realizes

  • Analyze Goals And Constraintsmodel
  • Analyze market and asset datamodel
  • Conduct Client Risk Profilingmodel
  • Document Suitability And Disclosuresmodel
  • Document suitability rationalemodel
  • Formulate Investment Recommendationsmodel
  • Formulate recommendationmodel
  • Gather Financial Situation Datamodel
  • Model Portfolio Scenariosmodel
  • Onboard client and assess suitabilitymodel
  • Present Recommendations To Clientmodel
  • Present advice to clientmodel
  • Record client decisionmodel
  • Verify KYC and risk profilemodel

Go deeper

Explore Investment advice

Read the deeper take on agi.asView as markdown