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AI-ready · Agentic Workflows

An AI agent is proposed to automatically generate and queue rebalancing trades across a book of client accounts when drift exceeds a threshold, with an advisor sign-off step before execution. Walk me through where you’d want friction in that workflow and where you’d let it move fast.

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I’d let it move fast on detection and proposal — scanning the book for drift and calculating the specific trades to get each account back to target is exactly the kind of high-volu…

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