Advisor Studio · powered by Agent Studio
From new client onboarding to client servicing to execution.
One workspace for the whole advice workflow, on one client record. The Email Agent’s summaries feed meeting prep, the Notetaker Agent’s notes feed the proposal, and approved plans flow straight to trades. Hosted inside your cloud, with smart LLM routing to cut AI costs.
- Hosted in your cloud
- Every answer sourced
- Advisor approves every action
One place instead of many
Five logins become one.
Today an advisor moves between a different site for every part of the job, each with its own login and its own copy of the client. Advisor Studio puts every step on one client record, so nothing is re-keyed and nothing is lost between tools.
https://tax-prep-portal
Tax documents
https://planning-tool
Tax planning
https://model-provider-portal
Model selection
https://online-spreadsheet
Transition tax
https://trading-platform
Trading
Advisor Studio
One login · one client record · every step
Documents, tax, proposals, transitions, trading, and email drafts for your approval
How the agents work together
Each agent’s work is the next one’s starting point.
Follow one client through a week. Nothing here is a separate tool: every agent reads from the same client record and writes back to it, so the email you summarised on Monday is in Tuesday’s meeting prep, and Tuesday’s notes are in Wednesday’s proposal.
- 01Onboarding Agent
Reads the new client’s documents and holdings, and builds the client record.
Hands to The client record
- 02Client Triage Agent
Checks the book each morning and ranks what needs the advisor first.
Hands to The Overview
- 03Email Agent
Summarises the client’s latest emails and pulls out open questions.
Hands to Meeting prep
- 04Client Servicing Agent
Writes the meeting prep and answers questions with sources.
Hands to The advisor, before the meeting
- 05Notetaker Agent
Captures the meeting: notes, decisions, and action items.
Hands to The client record and the proposal brief
- 06Portfolio Builder Agent
Turns the brief into three proposals the client can choose from.
Hands to Transition & Tax
- 07Tax Agent
Plans the move to the chosen portfolio within the agreed tax budget.
Hands to Trade Execution
- 08Execution Agent
Trades the approved plan, and writes the fills back to the record.
Hands to Tomorrow’s Overview
Want a different workflow? Every agent can be rewired or extended in Agent Studio, and you can add agents of your own.
Where the work lands
Every screen in Advisor Studio is an agent at work.
Advisors don’t manage agents. They open a screen and the work is already there, with the source for every figure.
Proposal Builder
Three portfolios the client can choose from, built from the brief in the meeting notes.
Transition & Tax
How close to the model the plan gets, what it costs in tax, and what it saves.
Meeting prep
Written before the meeting from the record, the last meeting’s notes, and the latest emails.
Screens show fictional client data.
Built to pass your security, risk, and compliance reviews.
Independently examined
An independent auditor has examined our security controls under SOC 2®.
Inside your cloud
Agent Studio is deployed in your own cloud environment, so client records, documents, and recordings stay in your tenancy.
Sourced and logged
Every answer cites its source, and every client edit, AI decision, approval, and fill is written to the audit trail.
People stay in charge
Emails wait for advisor approval, trades come only from approved plans, and extracted values can be overridden.
- Licensed financial data sources
- 8,000+
- Hybrid RAG with sentence-level citations
- Patented
- Logged: edits, AI decisions, approvals, and fills
- Every step
Data & model partners
- Nasdaq
- Moody’s
- Hatcher
- Alpha Vee
- Keebeck
Two ways to start, depending on who you are.
I run or work at an RIA
Independent advisors, growing RIAs, and advisory teams. Start a pilot on your own clients.
Explore Qdeck AI for RIAsI’m at an enterprise or institution
Banks, broker-dealers, custodians, asset managers, and wealth platforms. Deploy in your cloud, at scale, or OEM it.
Explore Qdeck AI for Enterprise