Early Access — Now Accepting Advisors

The Safe Agentic Workspace
Built for Financial Advisors

AI agents for financial advisors, designed to work alongside you 24/7. Our secure, multiagent workspace for financial advisors brings together domain-specific agents—each equipped with domain specific workflows, skills, tools and compliance built in.
Think of it as your digital team: handling client acquisition, client onboarding, meeting preparation, financial planning, tax planning, compliance and more—so you can focus on delivering high-value advice.
Ready to deploy, easy to customize, and built to fit seamlessly into your workflow.

Join the Waitlist ▶  Schedule a 15-min Prototype Review
7
Agents at Launch
24/7
Always On
6×
More AUM per Advisor
100%
Compliance Checked

Prototype Preview

Your team. Your agents.
One intelligent workspace.

A live prototype — purpose-built for the complexity of modern wealth management.

hive.app / agent-workspace
HIVE
Workspace
■  Dashboard
○  My Agents 7
○  Activities
○  Tasks 6
Config
○  Workflows
○  Connectors
Agent Workspace
Wednesday, Apr 22, 2026
+ Add Agent
▶ Run Workflow
Active Agents
7
↑ 2 new this week
Agent Actions Today
34
↑ 12 automated
Agent Success Score
98%
1 flag pending
Domain Agents
⟳
Roth Conversion Agent
Tax modeling Bracket analysis High security
▶ Start
↓
Tax Loss Harvesting Agent
Portfolio scan Wash-sale check High security
▶ Start
◈
Retirement Planning Agent
Monte Carlo Sequence risk High security
▶ Start
Recent Activity
TLH Agent scanned 88 portfolios — 2 new opportunities found
Roth Agent completed bracket analysis for 6 new clients
Compliance Agent flagged position size in Morris 401k
Scheduling Agent confirmed meeting with Davis family at 2pm
Connectors
Wealthbox On
Redtail On
eMoney Advisor On
Right Capital On
Custodian Feed On

What's Inside

Agents that know your practice

Our AI agents for financial advisors are designed to understand the nuances of your business—across client acquisition and onboarding, financial planning, compliance, and client engagement. This is more than automation. It’s a multiagent workspace for financial advisors where specialized agents collaborate in real time—giving you the power of an orchestrated digital team.
Built as an agentic workspace for wealth managers, the platform combines domain expertise with horizontal capabilities to support your entire workflow from client acquisition and onboarding to financial planning.
Every action runs inside a safe agent workspace for financial advisors, with compliance, auditability, and security embedded by design. These aren’t generic tools—they’re digital workers for financial advisors and digital workers for wealth managers, each trained for specific tasks so you can scale your practice without adding overhead.

⟳
Domain Agent
Roth Conversion Agent
Analyzes optimal Roth conversion windows across brackets, income projections, and RMD schedules. Runs 6-step workflow automatically.
Tax modeling Bracket analysis High security
↓
Domain Agent
Tax Loss Harvesting Agent
Scans every portfolio daily for harvesting opportunities, wash-sale violations, and offset strategies. $584k harvested in demo mode.
Portfolio scan Wash-sale check High security
◈
Domain Agent
Retirement Planning Agent
Runs Monte Carlo simulations and sequence-of-returns stress tests across client retirement scenarios. 94% avg success rate in simulations.
Monte Carlo Sequence risk High security
▦
Domain Agent
Financial Planning Agent
Builds comprehensive financial plans covering goals, cash flow, insurance, and investment strategy. 9 plans generated in first week of demo.
Goals analysis Cash flow High security
☷
Horizontal Agent
Compliance Agent
Monitors all agent actions and client accounts for FINRA and SEC rule adherence. 100% check rate, flags anomalies before they become violations.
FINRA Suitability Max security
✉
Horizontal Agent
Marketing & Scheduling Agents
Auto-books client meetings and annual reviews. Generates personalized newsletters and market updates. 18 meetings booked, 3 campaigns sent in demo.
Calendar sync Content gen Standard

Why Now

Why agents — and why financial advisors are next

Advisory firms are drowning in repetitive work: reviews, scheduling, planning prep, tax analysis, compliance checks, and client follow-up. Traditional software stores data. AI agents for financial advisors actually do the work.

What’s emerging is a new operating model—a multiagent workspace for financial advisors where specialized agents collaborate across your entire practice.

This is an agentic workspace for wealth managers: a coordinated system where domain agents handle multiple key jobs across the firm.

All of it runs inside a safe agent workspace for financial advisors, with built-in compliance,

The wealth management industry is facing a capacity and succession crisis. As senior advisors retire and younger advisors inherit more clients, firms will need digital labor to preserve service quality, institutional knowledge, compliance discipline, and client continuity.

  • ✓ Domain agents with deep financial-planning workflows
  • ✓ Horizontal agents for compliance, marketing, scheduling
  • ✓ Runs 24/7 without burnout or hiring overhead
  • ✓ Works with your CRM, planning stack, and custodian tools
  • ✓ Built for trust, privacy, and regulated workflows
40%
of advisor time spent on admin and non-revenue tasks
6×
potential increase in households served with AI labor
$2.4T
in AUM managed by small advisory firms in the U.S.
24/7
continuous execution across planning and operations

Limited Early Access

Be among the first advisors
to run an agentic practice

We’re inviting select advisors into the private preview. See the prototype, shape the roadmap, and get priority access.

OR
Schedule a 15-minute prototype review →
No spam. No obligation. Just early access for qualified firms.