Advisor Copilot

An AI-powered advisor experience built on governed API and MCP access.

“How can an advisor use AI without letting the model invent financial reasoning?”

Advisor CopilotPlatform MCPGoverned writesDeterministic Advice Agents

What this demo demonstrates

The model selects tools; Advice Agents compute every plan figure.

Every write pauses for review with its exact payload.

The activity rail preserves a visible, auditable execution trace.

See the copilot at work

Watch the 70-second tour — a replay of the full journey from onboarding through rebalancing and executing trades in the ledger. Pause it anytime to inspect the exact API call behind a step. Live chat drives a live AI agent against the platform, so it's open to signed-in evaluators.