The Vendor Agent tracks every contract, renewal and license, works vendor support queues and watches integrations, so your COO stays with the firm.
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The RMD Agent tracks every household's required distribution all year, chases elections and QCD paperwork, and builds CPA tax packages ahead of time.
The Client Inquiry Agent triages client calls and emails, answers routine questions from custodian data and packages the rest, so your CSA stays free.
The Commission Agent lifts payroll math off your office manager and delivers clear, accurate commission breakdowns—so you stop chasing receipts and start.
The Board Governance Agent collects committee updates, assembles the board packet and tracks action items, so the executive director can lead.
The Fee Billing Agent calculates each household's advisory fee, reconciles custodian debits and flags exceptions, so your ops team can stay with clients.
The Custodian Data Reconciliation Agent matches positions, repairs cost basis and posts corporate actions each morning, so your ops lead can serve clients.
The Order Agent pulls every channel into one queue, holds risky orders, fixes bad addresses before the label, and frees your ops lead for customers.
The Inventory Sync Across Channels Agent matches stock across Shopify, Amazon and wholesale, flags count gaps, and frees your ops lead from spreadsheets.
The Scheduling Agent books, confirms and reschedules by call, text and email, fills no-show gaps, and logs every change so your people stay on the job.