European Markets · Platform Launch 2026

Transform Portfolio Management into Alpha-Driven Growth

Scale your expertise, not your headcount. AgenticWealth empowers retail wealth managers across Europe & UK to deliver institutional-grade, hyper-personalised financial strategies to the mass-affluent market — at a fraction of the traditional cost.

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Consumer Duty MiFID II Europe GDPR Compliant
app.agenticwealth.eu / command-center 3 agents active
Agent Action Feed 12 pending
Tax-Loss Harvesting · 42 Clients
ISA deadline in 23 days · Est. saving €2,840 avg
Review All
Portfolio Drift Alert · NL Box 3 Clients
8 portfolios exceed risk band · Response brief ready
View Brief
Client Narratives Ready · Q2 Reviews
127 personalised reports drafted · Tone: Professional
Approve
AUM Managed
€2.4B
Clients
1,847
Compliance
100%
0% Operational overhead reduction [McKinsey & Company]
0× More clients per advisor [Cerulli Associates]
24/7 Autonomous portfolio monitoring
100% Audit-ready chain of thought
Business Value

What AgenticWealth Delivers to Your Bottom Line

Every feature maps directly to a measurable commercial outcome — not just efficiency, but growth.

Agentic Rebalancing
40%
Overhead Reduction
Autonomous trade preparation eliminates manual operational steps — advisors focus on relationships, not admin.
Personalised Comms
Real-Time
vs. Quarterly
Relevant insights delivered in the moment — boosting retention and deepening trust between reviews.
Automated Compliance
100%
Audit Coverage
Regulatory guardrails embedded in the AI's logic — every decision covered, audit risk eliminated.
Proactive Lead Gen
24/7
Opportunity Monitoring
Agents surface money-in-motion events — dividends, maturities, bonuses — triggering upsells before competitors notice.
Capability Comparison

Agentic vs. Traditional Functional Map

Six functional areas. Six complete transformations. This is not an upgrade — it is a replacement.

Rebalancing
Traditional
Static % drift — calendar-based, manual review cycles with no tax or life-event awareness.
AgenticWealth
Autonomous Goal-Alignment
Rebalances on tax efficiency, risk drift, and life-events — not just % thresholds.
Investment Proposals
Traditional
Template-driven documents — assembled manually, one client at a time, hours of advisor effort.
AgenticWealth
Generative Proposals
Bespoke multi-asset proposals with natural language Suitability Briefs — auto-generated at scale.
Client Reporting
Traditional
Static PDF tables — produced quarterly, months after the facts, identical format for every client.
AgenticWealth
Dynamic Narratives
AI-narrated performance stories — personalised per client, multilingual, delivered on demand.
Pre-Trade Rules
Traditional
Rule engine checks compliance only after a recommendation is already formed — violations caught too late.
AgenticWealth
Real-Time Guardrails
MiFID II & Consumer Duty constraints shape the solution space — before the FIX message is even built.
Sending Trades
Traditional
Manual order desk — spreadsheet exports, phone calls to OMS, human error at every step.
AgenticWealth
Direct FIX Integration
Zero-touch order routing from the AI Brain to the market pipe — no manual handoff, no error window.
Back-Office Sync
Traditional
Manual reconciliation — daily batch processes, T+1 discrepancy detection, silent overnight breaks.
AgenticWealth
Shadow Ledger Recon
Continuous 3-way match: Agent intent ↔ FIX fill ↔ Custodian ledger. Discrepancies flagged instantly.
See It in Action

Agentic-Powered Portfolio Assessment

The Agentic agent reviews the individual or full household portfolio, surfaces risks and opportunities, and delivers ready-to-approve recommendations — in minutes, not days.

app.agenticwealth.eu / clients / murphy / client-assessment
Good morning, Louis Thursday, 8 May 2026 · United Kingdom · 1 active client
United Kingdom
🇬🇧 United Kingdom1 client · £547K AUM
🇮🇪 Ireland1 client · €820K AUM
🇧🇪 Belgium3 clients · €1.90M AUM
All systems clear
LB
UK AUM
£547K
+7.4% YTD
UK Clients
1
Murphy, C.
UK Compliance
100%
All clear
UK Pending
1
Annual review ready
Recent Agent Activity · UK1 pending
Annual Assessment Ready · Murphy, C. · Risk Level 5
NVDA drift identified · Rebalance brief ready · Consumer Duty confirmed
Review
Rebalance Order Staged · NVDA trim → LLY buy · £7,200
FIX order ready · Mandate confirmed · Pre-trade check passed
Execute
Q2 Narrative Ready · Murphy, C. · EN · 4 pages
Tone: Professional · Flesch ≥ 60 · Consumer Duty outcome included
Approve
Agent Activity
Assessment
100%
Compliance
100%
Narrative
100%
MC
Murphy, C. Growth / Aggressive  ·  70–80% Equity Discretionary
London, UK · Consumer Duty · Risk Level 5 · Managed Strategy · Relationship since 2021
Murphy, C.
MC
Murphy, C.
London · Risk Level 5
OB
O'Brien Household
Dublin · Risk Level 4
DS
De Smedt, P.
Brussels · Risk Level 5
Assessment ready
Export PDF
Portfolio AUM
£547,200
+7.4% YTD
vs Benchmark
+1.8%
Outperforming
Income Generated
£14,200
Dividends (MSFT, LLY, JNJ)
Tax Optimisation
£3,100
WHT reclaim identified
Portfolio
£547k 13 holdings
Technology40.0%
Pharma20.0%
Bonds16.5%
Energy10.9%
Property6.9%
Cash5.7%
12-Month Return
Agentic Assessments 8 May 2026 · 09:12 CET
Portfolio on track — Risk Level 5 mandate maintained. Tech at 40.0%, Pharma at 20.0%, Energy at 10.9% — all within targets. Risk-adjusted return (Sharpe 0.91) above peer median.
Single-stock drift — NVDA — Position drifted to 9.8% (target 8.5%). Excess of £7,200 identified; reallocation to Pharma recommended.
Semi-annual rebalance window — 6-month Managed Strategy review due. Energy at 12.1% vs 10.9% target; State Street fund ratios verified.
Agentic Recommendations 3 actions
Trim NVDA (£7,200), buy Eli Lilly (LLY) — restores Tech 40% / Pharma 20% ratio
Consumer Duty suitability confirmed · Pre-trade check passed · FIX order staged
Approve & Execute
Rebalance Energy — sell XOM excess (£3,100), buy TotalEnergies (TTE) to reach 2.4% target
State Street Bond fund Bunds/OATs/NL ratio verified · Best execution logged
Review Trade
Reclaim dividend withholding tax — £1,240 recoverable on US holdings (LLY, JNJ, MSFT, AAPL)
Tax brief attached · Revenue Commissioners form pre-filled · No wash-sale conflict
Confirm
Command Center Thursday, 8 May 2026 · 09:14 CET
5 agents active
LB
Total AUM
€2.41B
+1.3% MTD
Active Clients
1,847
+12 this week
Compliance Score
100%
All checks clear
Pending Actions
12
Awaiting review
Agent Action Feed 12 pending
TOB Optimisation · 18 Belgian Clients
Batch 3 pending trades to minimise 0.35% transaction tax · Est. saving €2,140 avg
Review All
Portfolio Drift Alert · IE Risk Level 5 Clients
6 portfolios exceed sector band · Rebalance briefs ready
View Brief
Client Narratives Ready · Q2 Reviews
127 personalised reports drafted · Tone: Professional
Approve
Semi-Annual Rebalancing · IE Managed Clients
23 Managed Strategy portfolios due for 6-month review · FIX orders ready
Execute
AUM Trend · 90d
FebMarAprMay
Agent Activity
Rebalancing
82%
Compliance
100%
Narratives
67%
Portfolio Monitor 1,847 accounts · 23 drift alerts · 8 rebalancing proposals ready
 23 drift alerts
LB
Total Portfolios
1,847
All accounts
Avg Portfolio
€458k
+4.1% YTD avg
Drift Alerts
23
Above threshold
FIX Orders Ready
8
Awaiting approval
Top Drift Alerts Sort: Drift % ↓
Client AUM YTD Drift Action
Murphy, C. (London, UK) £547k +7.4% +3.2% Rebalance
O'Brien Household (IE) €892k +6.8% +4.1% Rebalance
De Smedt, P. (Brussels, BE) €632k +8.2% +2.9% View Brief
Van Damme, M. & J. (Ghent, BE) €1.14M +5.6% +2.1% View Brief
Dubois, M. (Liège, BE) €315k +4.9% +0.8% Monitor
Compliance Dashboard Consumer Duty · Pre-Trade Checks · Audit Trail · Policy Engine
 All systems clear
LB
Consumer Duty
100%
4 outcomes tracked
Pre-Trade Checks
12
Today · 0 failures
Audit Trail
100%
Chain of thought
Policy Engine
Active
12 rules loaded
Recent Pre-Trade Checks · UKLast 30 min
Trade approved · Murphy — NVDA trim → LLY buy · Risk Level 5
Consumer Duty ✓ · Mandate ✓ · Cost disclosure ✓ · 09:12
Rebalance order approved · Murphy — XOM excess → TotalEnergies
Consumer Duty ✓ · Best execution logged ✓ · 09:05
Q2 Narrative approved · Murphy, C. · EN · 4 pages
Consumer Duty ✓ · Flesch ≥ 60 ✓ · Good Outcomes confirmed ✓ · 08:50
Consumer Duty review · Murphy, C. — Q2 outcomes confirmed
Good Outcomes confirmed ✓ · Board pack ready ✓ · 08:30
Consumer Duty Outcomes
Suitability & Mandates
Risk Level 5 verified · Murphy, C.
Price & Value
Fee reasonableness logged · OCF tracked
Client Understanding
Q2 narrative readable · Flesch ≥ 60
Client Support
Response SLA 100% · No complaints open
Narrative Studio Q2 2026 · Agentic-drafted client reports · 5 languages · Tone: Professional
Drafting in progress
LB
Agentic-Drafted
127
Q2 reports
Approved
84
By advisors
Sent to Clients
43
Delivered
Pending Review
43
Awaiting sign-off
Pending Approval · Q2 2026 43 reports
Murphy, C. — Annual Review · EN · 4 pages
Portfolio +7.4% · NVDA drift note · Semi-annual rebalance · Consumer Duty outcome
Preview Approve
O'Brien Household — Q2 Quarterly · EN · 6 pages
Pharma weighting review · State Street fund note · Managed Strategy strategy · CPC outcome
Preview Approve
De Smedt, P. — Belgian Portfolio Review · FR · 5 pages
Argenx position review · TOB optimisation note · MiFID II cost disclosure · Tone verified
Preview Approve
Van Damme Household — Q2 Report · NL/FR · 7 pages
Elia/Engie weighting · WDP property holding · Belgian withholding tax note · Multilingual
Preview Approve

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The Future

We don't just provide another dashboard. We provide a digital workforce that handles the "heavy lifting" of wealth management — allowing your advisors to focus on what actually drives revenue: building deep, high-trust human relationships.

"The future of wealth management isn't 'Robo-Advice'—it's 'Agentic Empowerment.' Are you ready to lead the shift?"

Join forward-thinking wealth firms across Europe who are redefining what's possible.

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