| Agent | Type | Status | Scope | Capabilities | Last Run | 30d Insights | 30d Actions | Owner |
|---|---|---|---|---|---|---|---|---|
Seb Master orchestrator — coordinates all sub-agents, family-level decisions, cross-generational wealth optimization. | master | active | global | 4 | 2 min ago | 1.2K | 12.8K | admin@nestifi.com |
Contribution Agent Optimizes contribution timing using DCA strategies. Coordinates family deposits across fiat and stablecoins. | contribution | active | global | 3 | 8 min ago | 156 | 847 | admin@nestifi.com |
Education Agent Personalizes financial literacy curriculum by age and skill level. Unlocks fund access through learning milestones. | education | active | global | 2 | 5 min ago | 89 | 523 | admin@nestifi.com |
Advisor Agent Monitors family portfolios, surfaces actionable insights, triggers escalation to human advisors. | advisor | active | global | 3 | 12 min ago | 312 | 1.2K | admin@nestifi.com |
Compliance Agent Monitors regulatory requirements, handles KYC/AML checks, auto-generates compliance documentation. | compliance | monitoring | global | 4 | 1 hour ago | 42 | 98 | admin@nestifi.com |
Tax Optimization Agent Tax-loss harvesting, 529 contribution optimization, charitable giving windows. | tax | active | global | 3 | 25 min ago | 78 | 234 | admin@nestifi.com |
Onboarding Agent Guides new family setup, manages member invitations, configures accounts and preferences. | onboarding | active | segment | 2 | 45 min ago | 34 | 156 | admin@nestifi.com |
Retention Agent Churn risk detection, engagement recovery workflows, loyalty nudges and milestone celebrations. | retention | monitoring | segment | 3 | 2 hours ago | 23 | 67 | admin@nestifi.com |