Drift to a governed recommendation

Advisor Review

For licensed advisors within an authorized enterprise. Watches a portfolio for drift from its target allocation and drafts a rebalancing recommendation for the responsible licensed advisor’s independent review and approval. This workflow does not provide investment advice directly to the public.

What this demonstrates: Routed work with an SLA, an AI pre-draft, and a human approval step.
Detect portfolio driftActual allocation vs the target profileDrifted enough to act?On target runs end quietlyDriftedOn target -> endDraft a rebalancing recommendationCost-disciplined, with a clear rationaleRoute to an advisor with an SLALands in the advisor queue with a deadlineAdvisor reviews and approvesEdit the draft or send it backApproved recommendationReady to act on