Builds and updates financial plans by assembling client data into planning software, running goal-based and Monte Carlo scenarios (retirement income, Roth conversion, Social Security timing) and drafting plain-language scenario comparisons for advisor review.
Not yet specifiedAssistiveComplexity: High
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Ingest accounts, cash flows and goals into planning engine
Run baseline and what-if scenarios
Compare probability-of-success and funded-ratio across options