The problem
Building or updating a plan means rekeying accounts and goals into planning software, then explaining complex what-ifs to clients in plain terms.
What changes
- Plans kept current with less manual entry
- Side-by-side scenarios ready for advisor review
- Plain-language summaries clients understand
Full specification
The complete specification for Planning Scenario Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation