AGI.do

Services

What will AGI do for Investment advisers?

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The work itself

Grounded Work Profile

Tools

  • Client Onboarding PlatformserviceBlueprint
  • Portfolio Management SystemserviceBlueprint
  • Trade Order Management SystemserviceBlueprint
  • Compliance Surveillance SystemserviceBlueprint
  • Client Reporting PortalserviceBlueprint

Outputs

  • Portfolio Performance ReportserviceBlueprint
  • Trade BlotterserviceBlueprint
  • Client Account StatementserviceBlueprint

Measured by

  • Benchmark Tracking ErrorserviceBlueprint
  • Best Execution QualityserviceBlueprint
  • Compliance Breach RateserviceBlueprint

Key steps

  • Onboard Advisory AccountserviceBlueprint
  • Construct Target Portfolio AllocationserviceBlueprint
  • Execute And Rebalance TradesserviceBlueprint
  • Monitor Holdings Against MandateserviceBlueprint
  • Run Best Execution And Compliance ChecksserviceBlueprint
  • Report Performance To ClientserviceBlueprint
  • Conduct Periodic Portfolio ReviewserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Investment advisers

  • 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 advisers connects

absorbs

  • Compliance Reporting Processmodel
  • In House Asset Managementmodel
  • Investment Operationsmodel
  • Portfolio Administrationmodel

composes

  • Bloomberg Terminalmodel
  • Client Onboarding Platformmodel
  • Client Portalmodel
  • Client Reporting Portalmodel
  • Compliance Platformmodel
  • Compliance Surveillance Systemmodel
  • Portfolio Analyticsmodel
  • Portfolio Management Systemmodel
  • Trade Order Management Systemmodel

measured by

  • Best Execution Qualitymodel
  • Compliance Violation Ratemodel
  • Fiduciary Compliance Ratemodel
  • Tracking Errormodel

optimizes

  • Policy Adherencemodel
  • Portfolio Driftmodel
  • Risk-Adjusted Returnmodel
  • Risk Adjusted Returnmodel
  • Tracking Errormodel

produces

  • Client Account Statementmodel
  • Form ADV Disclosuremodel
  • Investment Policy Statementmodel
  • Performance Reportmodel
  • Portfolio Performance Reportmodel
  • Trade Blottermodel

realizes

  • Build target asset allocationmodel
  • Complete KYC and AML checksmodel
  • Conduct Periodic Portfolio Reviewmodel
  • Construct Target Portfolio Allocationmodel
  • Construct investment policy statementmodel
  • Execute And Rebalance Tradesmodel
  • File regulatory disclosuresmodel
  • Monitor Holdings Against Mandatemodel
  • Monitor portfolio and marketsmodel
  • Onboard Advisory Accountmodel
  • Onboard and contract clientmodel
  • Rebalance against policymodel
  • Report Performance To Clientmodel
  • Report performance to clientmodel
  • Run Best Execution And Compliance Checksmodel

Go deeper

Explore Investment advisers

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