#WealthManagement

Portfolio Aggregation Agent Agent

Data Consolidation
Aggregates client portfolio holdings, transactions, and market data for a holistic view of assets.

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Agent Capabilities
  • Multi-account integration
  • Real-time updates
  • Data normalization
  • Asset aggregation
This Agent at Work
#WealthManagement
Client Onboarding & Compliance Workflow

Automates end-to-end onboarding of new wealth clients—capturing KYC, verifying documents, profiling investment suitability, and opening accounts.

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#WealthManagement
Portfolio Reporting Automation

Streamline the generation of monthly or quarterly performance reports with xnode’s AI-powered automation.

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