Portfolio Drift & Rebalance Alerts for Estate Planners with WealthCounsel
The Problem
Estate Planning Advisory portfolios drift past tolerance in WealthCounsel between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.
What We Build in WealthCounsel
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
WealthCounsel Integration Approach
Audit your WealthCounsel configuration
We map the specific WealthCounsel objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
Build on the WealthCounsel API or agent
Integration happens inside WealthCounsel — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in WealthCounsel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your WealthCounsel instance
30-minute call. We'll look at your actual WealthCounsel setup and show exactly how this workflow fits.