White Label
Analytics & Reporting
Platform performance, retention, and agent ROI
AUM Retained by AI
$0+12.4%
Assets saved from churn
Families Saved
0+8.2%
By retention agent
Avg Response Time
0msvs. 380ms last month
AI-Generated Revenue
$0+18.7%
From agent recommendations
Nests Created (Monthly)
Asset Allocation
Equities44%
Fixed Income22%
Alternatives16%
Real Assets8%
Digital Assets4%
Cash & Stables6%
Agent Performance Rankings
Task Completion Rate1.
Compliance Agent
98 actions+2.1%99.8%
2.
Advisor Agent
1.2K actions+1.3%96.1%
3.
Seb
12.8K actions-0.5%94.2%
4.
Onboarding Agent
156 actions+0.8%92.3%
5.
Contribution Agent
847 actions+1.2%91.8%
6.
Tax Optimization Agent
234 actions-1.1%88.9%
7.
Education Agent
523 actions+0.6%82.4%
8.
Retention Agent
67 actions+3.2%78.4%
Platform Health
91%Health
Engagement92%
Compliance87%
Growth94%
Retention89%
Top Nests by Growth
1.
Blake Family
Northeast
+28.4%
$52,949
2.
Williams Family
Southeast
+24.8%
$44,742
3.
Parker Family
Midwest
+22.1%
$38,004
4.
Chen Family
West Coast
+18.6%
$31,200
5.
Soures Family
Southwest
+15.3%
$29,382