Advisor Experience

From Data Entry Clerk to Pilot in Command

Advisors are time-poor and highly scrutinised. Our UI prioritises exception-based management and one-click approvals — shifting the paradigm from search-driven to push-driven, from reactive to proactive.

See a Live Demo Explore the UX

UX Dimension	Traditional Wealth UX	Agentic Wealth UX
Navigation	Search-driven: find the client, find the problem	Push-driven: agent brings the problem and solution to you
Data Display	Heavy tables: rows and columns of raw data	Natural language summaries: "Portfolio X can save €2k in taxes by…"
Interaction	10 clicks to rebalance one account	Gestural approval: swipe to approve, tap to drill down
Compliance	Separate compliance tab — checked retrospectively	Compliance embedded in the flow — Suitability Badge on every action
Client View	Advisor sees data; client sees nothing in between reviews	"Your Agent is Working" — client sees real-time AI activity in their app

UX Feature 1

The Advisor Command Center (The HUD)

Instead of a portfolio list, the home screen is a proactive feed of agent-generated "Intents" — ranked, actionable, and staged for one-gesture approval. The system brings every situation to you; you never hunt for a problem again.

The Action Feed

A vertical stream of agent propositions — each summarising a client situation and its recommended resolution.

Urgency Scoring

Every proposition is ranked by a Business Value × Risk matrix — critical alerts are unmissable, routine items stay in queue.

Batch & Blast

Review one agent strategy, apply it to all eligible accounts — the AI individualises execution for each client automatically.

Intent Commands

Type "Optimise all clients for year-end tax efficiency" and trigger full multi-agent workflows — no clicks required.

app.agenticwealth.eu / command-center 5 agents active

Pending Actions

Clients Monitored

847

Tax Alpha Today

€84K

Priority Action Feed

URGENT Tax-Loss Harvesting · 42 UK Clients

ISA deadline in 23 days · Avg saving £2,840 per client · All suitability checks passed ✓

ALERT Portfolio Rescue · 8 NL Clients

Goal probability below 80% · Avg portfolio drift +4.1% · Response brief prepared

READY Q2 Client Narratives · 127 Drafted

Tone: Professional · EN / NL / FR · All compliance-checked ✓

"Optimise all clients for year-end tax efficiency…"

Logic Map — Chain of Thought

Market Event

UK Gilts yield +0.8% spike detected · Duration risk flagged across 42 portfolios

Fiscal Rule Applied

ISA allowance: £7,200 unused · CGT threshold: £3,000 remaining · Consumer Duty checked

Goal & Suitability Check

10yr retirement goal at 74% · Risk Profile 3 · Client suitability: ✓ confirmed

Proposed Action

Rebalance: Sell UK Gilts 4% → Buy iShares Short Duration Corp Bond ETF · Suitability: PASS

What-If Sandbox — Before vs. After

Current Portfolio

Exp. Return4.2%

Risk Score7 / 10

Tax Drag0.82%

Goal Prob.74%

Agent's Proposal

Exp. Return5.8% ↑

Risk Score5 / 10 ↓

Tax Drag0.28% ↓

Goal Prob.87% ↑

UX Feature 2

The Glass Box (Transparency UI)

Since the AI takes initiative, the UX must explain why something is happening — not just what. Every recommendation is fully opened up for scrutiny, keeping the advisor in command.

The Logic Map

A Chain of Thought sidebar shows exactly why a recommendation was made — from market trigger, through fiscal rule, to proposed trade.

The What-If Sandbox

Side-by-side portfolio comparison highlights the delta in Expected Net-of-Tax Return, Risk Score, and Goal Probability in real-time.

Annotation Overlay

Highlight any sentence in an AI draft, hit 'Regenerate' or 'Fact-Check' — the agent surfaces the source fund factsheet or tax code instantly.

Suitability Badge

Green / amber / red on every trade — hover to reveal the exact regulation checked and the specific client parameter that passed.

UX Feature 3

The Narrative Studio

Where agent-drafted communications are polished into the advisor's voice before reaching the client.

Sentiment Slider

Dial the tone from 'Professional & Formal' to 'Supportive & Reassuring' — the agent rewrites the entire draft to match.

Multilingual Preview

Split-pane view shows the draft in English alongside the Dutch, French, or German localisation — verify nuance is never lost in translation.

Annotation Overlay

Highlight any sentence, hit 'Regenerate' or 'Fact-Check' — the agent returns the source fund factsheet or tax code within seconds.

One-Click Send

Approve and choose the delivery channel — WhatsApp, secure client portal, or encrypted email.

WhatsApp Client Portal Secure Email

Narrative Studio — Draft Review

Compliance: Pass

Communication Tone

To: Margaret Hoekstra · Q2 2026 Portfolio Review

Dear Margaret,

I'm pleased to share that your portfolio has performed strongly this quarter (+4.6% net of fees), and your 10-year retirement goal remains firmly on track at an 87% probability.

We've taken advantage of current market conditions to pre-stage your annual ISA contribution — a move that should save approximately €1,840 in tax before April. Full details are in your secure portal.

UX Feature 4 — Compliance-by-Design

Compliance By Design

To satisfy Consumer Duty and MiFID II, compliance cannot be a separate tab. It must be embedded in the flow — not checked retrospectively. This is Compliance-by-Design.

Suitability Badge

Green / amber / red on every trade — hover to reveal the exact Consumer Duty or MiFID II rule that was checked.

The Human Override Log

When an advisor overrides a suggestion, the UI prompts a voice-to-text reason — automatically saved to the firm's compliance report.

AI Audit Dashboard

Compliance officers see the AI decision logic weights across the entire firm — a genuinely explainable audit trail.

Real-Time Blocking

If an action would violate a mandate or regulation, the Policy Engine blocks it before the FIX message is even built.

Live Suitability Status — Sample Trade

PASS

Sell UK Gilts 4% → Buy iShares Short Duration Corp Bond ETF

Consumer DutyGood Outcome confirmed · Risk Profile 3 ✓

MiFID II Product GovernanceTarget market: Intermediate ✓

IMA MandateDuration < 3yr limit maintained ✓

Best ExecutionVenue: Euronext · Spread: 0.02bp ✓

Policy Engine BLOCKED

Buy High-Yield Structured Note

Risk Profile mismatch — client rated 3, product requires 5+. FIX message suppressed.

Blocked before FIX build · Logged automatically

Override Log SAVED

Advisor reason — captured via voice-to-text:

"Client specifically requested this allocation despite the risk flag."

Appended to firm compliance report