AGI.do

Services

What will AGI do for Trust and financial planning services for businesses, institutions, and government?

This subclass comprises trust services and financial planning and investment management services for businesses, institutions (except unincorporated), and governments.

The work itself

Grounded Work Profile

Tools

  • Client Onboarding PlatformserviceBlueprint
  • Financial Planning SoftwareserviceBlueprint
  • Trust Accounting SystemserviceBlueprint
  • Portfolio Management SystemserviceBlueprint
  • Client Reporting PortalserviceBlueprint

Outputs

  • Financial Plan DocumentserviceBlueprint
  • Trust Performance ReportserviceBlueprint

Measured by

  • Fiduciary Compliance RateserviceBlueprint
  • Reporting TimelinessserviceBlueprint

Key steps

  • Onboard institutional clientserviceBlueprint
  • Assess objectives and obligationsserviceBlueprint
  • Develop financial planserviceBlueprint
  • Establish trust structuresserviceBlueprint
  • Administer trust assetsserviceBlueprint
  • Report performance to clientserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Trust and financial planning services for businesses, institutions, and government

  • 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 Trust and financial planning services for businesses, institutions, and government connects

absorbs

  • Institutional Asset Stewardshipmodel
  • Institutional Treasury Managementmodel

composes

measured by

  • Benchmark Trackingmodel
  • Fiduciary Compliance Ratemodel
  • Reporting Timelinessmodel

optimizes

  • Funding Ratiomodel
  • Plan Cost Efficiencymodel
  • Plan Funding Ratiomodel
  • Portfolio Returnmodel
  • Risk Adjusted Returnmodel

produces

  • Financial Plan Documentmodel
  • Investment Performance Reportmodel
  • Trust Agreementmodel
  • Trust Performance Reportmodel

Go deeper

Explore Trust and financial planning services for businesses, institutions, and government

Read the deeper take on agi.asView as markdown