#WealthManagement

Analytics & Insights Agent Agent

Portfolio Analysis
Analyzes portfolios for performance, risk, and allocation drift, generating actionable investment insights.

Get full access to run, customize, and share this agent — plus hundreds more.

Deploy Agent
Agent Capabilities
  • Performance analysis
  • Risk metrics calculation
  • Allocation drift detection
  • Insights generation
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.

View Workflow
#WealthManagement
Portfolio Reporting Automation

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

View Workflow

Explore other agents

#Fintech

Customer Intervention Agent

Reaches out to at-risk borrowers with tailored messages, support, or offers to reduce delinquency risk.
View agent
#Fintech

Early Warning Agent

Applies predictive models to identify at-risk loans and generate actionable alerts for risk managers.
View agent
#Fintech

Account Monitoring Agent

Continuously monitors borrower account activity and external data for early signs of risk or distress.
View agent
#Fintech

E-Contract Agent

Generates and manages e-contracts, captures digital signatures, and initiates automated fund disbursement.
View agent
#Fintech

Credit Decision Agent

Analyzes applicant data with advanced ML models to deliver instant loan approval, rejection, or terms.
View agent
#WealthManagement

Recommendation Generation Agent

Formulates personalized trade and allocation recommendations to optimize client portfolios.
View agent

Meet Your New AI Workforce.

Each agent is trained for a specific role — ready to plug into your workflows and deliver results.
View Agent Catalog
Schedule a Demo

Driving ROI for businesses by leveraging the power of AI to Transform Ideas into Impactful Applications.

QUICK LINKS
PRODUCT
LEGAL
RESOURCES
REACH US OUT

XNODE Inc. provides access to its platform on an “as is” basis, and by using the platform, you agree to hold XNODE harmless and indemnify it from any claims arising from your use. Any access to materials, software, hosting, data development, design, “generative” solutions or other things are provided “as is”. Any materials or designs created may not be saved and will be subject to deletion. By using the Platform you acknowledge that you will participate in feedback discussions and provide bug reports. XNODE reserves all rights to the Platform. XNODE is dedicated to protecting your personal data. Click here to view our Privacy Policy

Copyright © XNODE Inc., All Rights Reserved