Portfolio rebalancing takes 8+ hours monthly per advisor. 30% of tax-loss harvesting opportunities are missed annually.
Unlock investment portfolio insights with AI-driven analysis and rebalancing
Query portfolio performance, risk exposure, and benchmark comparisons in natural language. Agents pull from custodians, market data feeds, and internal models to answer ad-hoc questions instantly.
6 hrsweekly advisor time saved on portfolio analysis
2.8%improvement in after-tax returns via tax-loss harvesting
40%increase in rebalancing capture rate
18%improvement in client portfolio review frequency
.// The Challenge
The challenge
Wealth advisors and portfolio managers manually track hundreds of client portfolios across asset classes, regions, and tax lots. Rebalancing decisions are delayed by lack of timely data. Performance attribution (what drove gains/losses) requires manual analysis. Tax-loss harvesting opportunities are missed. Drift from target allocations isn’t caught quickly. Advisor time is spent on data consolidation, not client relationships. Client dashboards are stale; advisors struggle to demonstrate value.
.// The Solution
How assistents solves it
assistents portfolio analyst agent connects to custody platforms, data feeds, and tax software to provide real-time portfolio views. Advisors ask questions: “Which clients are out of balance?” or “Where are my tax-loss harvesting opportunities?” The agent calculates answers instantly. Performance is tracked in real time with attribution analysis (which positions/decisions drove returns). Rebalancing recommendations are auto-generated based on drift from target. Tax-loss harvesting opportunities are surfaced automatically.
Data Analyst Agent
Pulls position and performance data, calculates allocations, performance attribution, and tax implications
Active
Conversational Agent
Answers advisor questions, explains performance, recommends rebalancing and tax moves
Active
Workflow Agent
Identifies rebalancing candidates, calculates tax impact, schedules advisor reviews
Active
.// How It Works
How it works
Connect custody & data
Custody platforms, market data, and tax software are connected. Agent accesses real-time position data.
Calculate allocations
Agent calculates current vs. target allocations. Identifies clients out of balance.
Performance tracking
Agent tracks performance with attribution analysis. Shows which decisions drove returns.
Flag opportunities
Agent identifies tax-loss harvesting opportunities and rebalancing recommendations.
Generate reports
Agent creates client performance reports and advisor action plans automatically.
.// Measurable Outcomes
Measurable outcomes
weekly advisor time saved on portfolio analysis6 hrs
improvement in after-tax returns via tax-loss harvesting2.8%
increase in rebalancing capture rate40%
improvement in client portfolio review frequency18%
.// Get Started
Ready to see this in action?
Schedule a personalized demo to see how assistents’s AI agents can solve this challenge for your organization.