AI Agents for superior
wealth advisory.
A system of agents working in the background for your team: monitors portfolios and markets, sets priorities, detects risks and opportunities and generates automated reporting. Built for banking: control, traceability and audit from day one.
- 24/7 surveillance: risk alerts, deviations and actionable opportunities.
- Specialised agents: portfolio analysis, product research and proposal generation.
- Narrative reporting: summaries, comparisons and institution-standard reports.
- Integrations: connects internal knowledge and external providers securely.
Phased implementation (POC → deployment) based on security and compliance.
Everything Agentnova does,
without you having to ask
Works while you sleep
The agent never rests, never forgets, never gets distracted. Active surveillance of portfolios and markets without manual intervention.
Prioritisation before you start
Every morning, today's list ordered by urgency, risk and commercial opportunities.
Brief ready before you call
Full client context prepared in seconds, not half an hour.
Reporting generated automatically
Professional narrative ready to present, no manual writing required.
Full control and auditable
Every action is recorded, explained and traced. The advisor always validates.
Distributed and contextual intelligence
Multiple specialised agents in parallel, with real financial logic and institution context.
The difference you notice
from day one
Agentnova doesn't change how you think, it changes how much you can do.
You review portfolios once a week, if time allows.
The agent detects deviations and opportunities in real time, every day.
You prepare the client brief in 20–30 minutes before calling.
The brief is ready in seconds with positions, alerts and recommendations.
Market opportunities appear when it is already too late.
Actionable alerts before the advisor reaches the client.
Reports take hours and don't always meet the same standard.
Reporting generated automatically with consistent professional narrative.
Scaling the portfolio means hiring more staff.
More clients served with the same team, improving advisory quality.
Every advisor works their own way, with no common standard.
Institution standard applied in every interaction and document.
Want to see how it would work with your institution's operations?
Request private demoFrom data to decision,
in minutes
Agentnova works continuously: monitors, reasons and prepares, so the advisor only needs to validate and communicate.
Detects
Continuously monitors portfolios and markets. Identifies relevant signals for each client before the advisor sees them.
Reasons
Analyses impact, risks and opportunities with financial logic. Contextualises each signal in the client's real situation.
Prepares
Generates a proposal ready for the advisor to validate and communicate. Explainable, traceable and ready for the client.
Want to see Agentnova working like an advisor in your institution?
Book a demo and see how Agentnova monitors portfolios and markets 24/7, reasons through every alert, prepares proposals and reports in seconds and answers any question the advisor has, with clear explanations so your team only needs to validate and communicate.
Monitors portfolios and markets 24/7 without manual intervention
Reasons through every alert with real financial logic
Proposals and reports ready in seconds
We start with a POC and scale in waves.