Monitors household and account drift versus target models and IPS bands, including held-away retirement accounts, generates tax- and cost-aware rebalance proposals and routes trade lists for advisor or trader approval.
Full spec in reviewSemi-autonomousComplexity: High
The full specification - workflow, tools, guardrails, handoffs and evaluation set - is in review and will replace this page when published.
What it does
Compute drift at sleeve, account and household level
Apply tolerance bands, cash needs and restrictions