Part of our Operations agents
AI agents for financial advisor operations teams
Actionist is an AI automation tool whose agents operate the platforms and portals your advisory operations team already uses, from chasing every case by hand to a daily status digest.
Operations teams in advisory firms get back the hours lost to provider chasing, pack building, and file checks.
AI Employees for Financial Advisors Operations in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
A case stalls because a ceding valuation never arrived, not because the advice was wrong. Your operations team spends the week between provider portals, the CRM, and the client file, keeping a dozen cases honest.
Actionist agents do the chasing, gathering, and checking, and hand every pack and every list to a person. They never write a recommendation and never decide suitability.
- Every case has a next step and an ownerTransfers and applications are checked each morning, so nothing sits unchased for a fortnight.
- Paraplanners start from a complete packFactsheets, existing plan data, and illustrations are gathered before the report is opened.
- Client files stand up to a compliance sampleSigned terms, ID, and ongoing service evidence are checked before anyone asks for them.
- Tax year end does not become a scrambleUnused ISA and pension allowance is listed by client weeks before 5 April, not on the 4th.
- Models stay within toleranceDrift is listed for the adviser or committee to action, with current and target weights side by side.
- Built around your back officeThese are examples of what an operations agent can do. Build a custom agent for any job you repeat.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Financial Advisors Operations team's day.
Where the hours go
A transfer sits for three weeks because nobody noticed the ceding scheme never sent the valuation, and checking Origo Options and four provider portals every morning is the first thing dropped on a busy day.
An agent reads every open case across your portals each morning, logs the stage, and prepares a chase for any case that has not moved in seven working days, for the case manager to approve.
The paraplanner opens a new case and spends the first morning hunting for factsheets, old plan charges, and the illustration, so the suitability report starts late before a word is written.
An agent assembles the source pack and fills the report data sheet from the file, so the paraplanner starts from a complete set and writes the report themselves.
Compliance asks for ten files to sample and each is missing something, a signed terms page, an ID refresh, a delivery date, that nobody could see until now.
An agent checks every file against the onboarding list on a schedule and lists the gaps by adviser, so files are complete before they are sampled.
Early March arrives and nobody knows which clients still have ISA allowance or pension carry-forward room, so the tax-year-end list is built in a panic across three spreadsheets.
An agent keeps a running allowance tracker from platform and CRM data and produces the year-end list weeks ahead, for advisers to decide who to contact.
Actionist Will Automate
What one automation looks like
A week with your Financial Advisors Operations agents
Some of the apps for your Financial Advisors Operations team
Some of the operations apps your agent works in for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Case management150 min / weekTour of provider portals
Someone opens Origo Options and each provider portal in turn, reading stages from screens and typing them into the tracker, and the last portal is rarely reached on a busy day.
Case management Agent0 minAgent reads every portal each morningAn agent reads each live case, logs the stage on the tracker, and highlights changes, so the case manager starts on the exceptions.
- Client files90 min / weekKYC refresh from memory
Refresh dates live in someone's calendar and ID expiry is only noticed when the file is pulled for a review, so refreshes arrive late and in a rush.
Client files Agent0 minAgent lists refreshes weeks aheadAn agent reads dates from the CRM, lists clients due by adviser, and drafts the request for approval, so refreshes are planned, not chased.
- Paraplanning180 min / weekHunting for source documents
The paraplanner collects factsheets, old plan charges, and the illustration from five places before writing a single line of the report.
Paraplanning Agent0 minAgent assembles the packAn agent gathers the documents, fills the data sheet from the file, and indexes the pack, so the paraplanner starts at the analysis.
- Portfolio admin120 min / weekSpreadsheet drift check
Drift is checked when someone has time, comparing holdings to model weights by eye across platforms, so an account can sit outside tolerance for weeks.
Portfolio admin Agent0 minAgent lists drift weeklyAn agent compares every account to its model weekly and lists those outside the band with current and target weights for sign-off.
- Compliance110 min / weekScramble before a file sample
When the sample is announced, files are searched one by one for the missing terms page, delivery date, or review note.
Compliance Agent0 minAgent checks files on a scheduleAn agent checks files against the onboarding list weekly and lists gaps by adviser, so a sampled file is already complete.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent touching client files, provider cases, and regulatory records only earns trust if you stay in control. Actionist lets you see everything it touched, approve anything that leaves the firm, and keep every record it creates.
Every chase, request, and refresh notice is drafted and queued for sign-off. Nothing reaches a provider or client unless you widen that autonomy yourself.
Suitability, recommendations, and compliance judgements stay with advisers and your compliance lead. Packs and lists inform them and never replace them.
Each case read, figure extracted, and draft created is logged with a timestamp, so you can show what was done, when, and on whose approval.
Client and case data is encrypted and never used to train any model. Self-host on your own VPS if everything must stay on your infrastructure.
More Financial Advisors & Wealth Mgmt teams
More use cases for Financial Advisors Operations teams
Frequently asked questions
Does my operations team need to be technical to use Actionist?
How do I get started with an operations agent for my advisory firm?
How do I make a customised AI agent for how our back office actually works?
How quickly can I set up an operations agent?
Where does our client and case data live, and is it used to train AI models?
How can an agent check Origo Options and provider portals that have no API?
Will an agent write to a provider or client without my seeing it first?
Could an agent make a suitability call or write the report?
Is this replacing our paraplanners and case managers?
See an agent chase a stalled transfer and build the case pack
Book a free demo and watch an Actionist agent read your provider cases, list the stalled ones, and prepare a paraplanning pack, ready for your approval.