AGI.do

Services

What will AGI do for Personal financial planning and investment management services?

Financial planning and investment management services for individuals.

The work itself

Grounded Work Profile

Tools

  • Client Relationship Management SystemserviceBlueprint
  • Risk Profiling ToolserviceBlueprint
  • Financial Planning SoftwareserviceBlueprint
  • Client PortalserviceBlueprint
  • Trade Order Management SystemserviceBlueprint
  • Portfolio Management SystemserviceBlueprint

Outputs

  • Financial Plan DocumentserviceBlueprint
  • Portfolio Performance ReportserviceBlueprint

Measured by

  • Portfolio Benchmark TrackingserviceBlueprint
  • Client Retention RateserviceBlueprint

Key steps

  • Conduct client discovery meetingserviceBlueprint
  • Assess risk tolerance and goalsserviceBlueprint
  • Build financial plan and allocationserviceBlueprint
  • Present plan and obtain consentserviceBlueprint
  • Execute portfolio tradesserviceBlueprint
  • Rebalance and monitor holdingsserviceBlueprint
  • Deliver performance reviewserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Personal financial planning and investment management services

  • 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 Personal financial planning and investment management services connects

absorbs

  • Portfolio Administrationmodel

composes

measured by

  • Client Retention Ratemodel
  • Portfolio Benchmark Trackingmodel

optimizes

  • Plan Goal Attainmentmodel
  • Risk Adjusted Returnmodel

produces

  • Financial Plan Documentmodel
  • Portfolio Performance Reportmodel

realizes

  • Assess risk tolerance and goalsmodel
  • Build financial plan and allocationmodel
  • Conduct client discovery meetingmodel
  • Deliver performance reviewmodel
  • Execute portfolio tradesmodel
  • Present plan and obtain consentmodel
  • Rebalance and monitor holdingsmodel

Go deeper

Explore Personal financial planning and investment management services

Read the deeper take on agi.asView as markdown