White Label

AI Agent Command Center

8 agents managing 204 family nests

Total Agents

Active Agents

0/8

Insights Generated

+12.0%

Actions Triggered

+23.0%

Agent Architecture

Hover over any agent to see its capabilities — animated lines show active data flow

Seb

Master Orchestrator

12.8K actions

Contribution

847 actions

Education

523 actions

Advisor

1.2K actions

Compliance

98 actions

Tax Optimization

234 actions

Onboarding

156 actions

Retention

67 actions

Live Agent Activity

Live

Seb triggered birthday boost

Dan Williams turns 9 on Feb 18th — suggested contribution boost to family circle

2 min ago

+$1,200 projected

Education Agent adapted curriculum

Oliver Parker (age 12) completed investing module — advanced to credit scores

5 min ago

Contribution Agent optimized dca timing

Adjusted schedules for 12 families based on market volatility

8 min ago

+2.3% projected return

Advisor Agent portfolio insight

Chen family APAC allocation drifted 2.3% — rebalancing recommended

12 min ago

Tax Agent tax-loss harvesting alert

Q1 window closing — $47.2K savings across 28 nests

25 min ago

$47.2K savings

Retention Agent engagement recovery

3 families with declining activity — recovery campaigns launched

45 min ago

Onboarding Agent family onboarded

Martinez family: 5 members, 2 child accounts, goals configured

1 hour ago

Compliance Agent verification reminders

Accredited investor verifications due in 30 days — 3 families notified

1 hour ago

Seb expand the circle

Williams family could hit goals 40% faster with 2 more members

2 hours ago

40% faster

Contribution Agent stablecoin processed

300 USDC from international contributor to Soures nest

3 hours ago

+$300 USDC

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