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Agents for wealth, treasury and corporate coverage.
26 agents prepare the work on this desk; your people decide.
The desk today.
Advisers and relationship managers prepare for every client conversation by hand: research, portfolio analysis, cash forecasts, proposals and packs.
Most clients get a review once or twice a year because the preparation does not scale.
Wealth management
Research, mandates, portfolios and committee packs.
- L1
Wealth Intelligence
Entry point for wealth and research work; routes to specialists and stops at the suitability gate.
- L1
Mandate and Suitability
Builds the investor profile or mandate and checks each proposal against it.
- L1
Equity Research Analyst
Drafts cited company and sector research for an analyst and research compliance to release.
- L1
Fund and PMS Due Diligence
Produces due-diligence dossiers on mutual funds, ETFs and PMS strategies.
- L1
Portfolio Analytics and Risk
Explains returns, risk, concentration and overlap on one dated snapshot.
- L1
Portfolio Construction and Rebalancing
Drafts allocation and rebalancing options, net of cost and tax. Never places orders.
- L1
Quant Research and ML
Designs statistical studies with baselines and out-of-sample results, and states their limits.
- L1
Committee and Client Packs
Assembles committee memos and client review packs from approved work, with no new figures.
- L2
Research Watchlist and Fact-Check
Traces every figure to its source and watches approved theses for change.
Corporate client coverage
Treasury conversations between relationship managers and corporate clients.
- L1
RM Coverage Orchestrator
Leads treasury work for relationship managers and routes every client recommendation for approval.
- L1
Client Cash Forecast and Liquidity
Builds a corporate client’s cash forecast from its accounts with the bank and data it shared.
- L1
Surplus Placement Proposal
Proposes where a client’s surplus could sit among the bank’s own products and published rates.
- L1
FX Exposure and Hedge Discussion
Maps a client’s currency exposure and drafts hedge discussion material.
- L1
Working Capital and SCF Proposal
Proposes working-capital and supply-chain finance structures from a client’s payment patterns.
- L1
Client Brief and Meeting Prep
Builds the relationship manager’s pre-meeting brief and drafts the follow-up note.
Corporate treasury
Cash, forecasting, funding, FX and tax decision support for treasurers.
- L1
Treasury Intelligence
Entry point for treasury decision support; routes to the cash, funding, FX and tax specialists.
- L2
Cash Position and Reconciliation
Builds the consolidated cash position and raises reconciliation exceptions.
- L1
Cash-Flow Forecaster
Produces daily, 13-week and six-month cash forecasts, with base, downside and severe scenarios.
- L1
Working Capital and Payables
Ranks collection actions by cash effect and drafts the payables and statutory calendar.
- L1
Surplus Cash Investment Analyst
Evaluates only policy-permitted instruments and drafts an investment proposal.
- L1
GST and Statutory Cash Planner
Models GST and other statutory cash outflows, credits and refunds.
- L1
Debt and Covenant Analyst
Recomputes covenants, forecasts headroom and flags refinancing needs.
- L1
FX Exposure and Hedge Review
Maps currency exposures against the hedging policy and drafts a review.
- L1
CFO Plan and Board Memo
Assembles the CFO liquidity plan and the board treasury memo from approved work.
- L1
Treasury Opportunity Register
Keeps a net register of treasury savings and tracks what is realised.
- L1
Treasury Analytics and ML
Computes treasury KPIs, measures forecast quality and builds controlled models.
Where a person decides.
Agents prepare, check and propose. These stay with your people, approved on a card in the room.
- Suitability, and releasing anything to a client
- Quoting, dealing or pricing
- Placing or staging an order
- A client’s own decision on any proposal
What’s available.
Agents
26 agents installed in the console, reading documents and your knowledge base, drafting and proposing.
Available nowRooms and approvals
A room for the desk, with approval cards for the people who decide.
Available nowYour systems
Connectors to your systems for this desk, through OpenAPI or MCP.
Per deploymentAn RM assistant and a corporate client treasury assistant
An RM assistant and a corporate client treasury assistant, as front doors built with Tuvel Launch
On the roadmap
A pilot on this desk.
Start with one adviser team: client packs and portfolio reviews on anonymised portfolios, released only through your compliance.