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FinanceSales
Head of Wealth Management
Relationship Manager Workspace
Equip every relationship manager with full client context, real-time portfolio insights, and AI-drafted personalized outreach.
Agent Team · 6 configured
Specialist agents on the wire.
CL
ClientContext
360° profile
PO
PortfolioInsight
holdings analysis
MA
MarketSignal
market events
OU
OutreachDraft
personalized comms
NE
NextBestAction
recommendation
CO
ComplianceCheck
suitability check
Collaborations · participates in
How this workspace shows up.
ContinuousDaily Client Portfolio Review180 RMs + advisors
ProjectQuarterly Client StrategyRM + analyst + planner
Live Value Preview · what the human sees
A day in this workspace.
Workspace · Live
refreshed 14s ago
Client meetings
+47%
per RM
AUM growth
+18%
vs target
Net rev/RM
+$340K
YoY
07:30Daily client briefings auto-generated for 47 priority accountsbrief
08:45Market move detected: 12 clients flagged for opportunity outreachalert
10:30Personalized client letters drafted with current holdings + recommendationsaction
// today's value output
RM daily prep: 12 client conversations briefed, 4 cross-sell opportunities identified.
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