For Advisors
Scale planning, monitoring, recommendations, and follow-through across more households without adding the same amount of headcount.
↳ See advisor workflowsOne wealth agent, specialized across the full workflow
entropyFA works from one shared wealth picture and supports planning, portfolio management, research, compliance, and coordination in a single private system.
Organizes, plans, and simulates
Planning & Organization
Brings the full wealth picture together — accounts, entities, documents, family relationships, and investments — into a structured, searchable vault. Then builds comprehensive plans, runs Monte Carlo simulations, and generates client-ready presentations.
Capabilities
- Encrypted document vault and organization
- Account/entity/relationship mapping
- Comprehensive financial plan generation
- Monte Carlo simulations (<100ms)
- Cash flow and scenario modeling
- Client-ready plan presentations
Replaces: 4-6 hours of manual plan prep + ongoing data organization per client
Monitors, proposes, and optimizes
Portfolio Management
Continuously monitors portfolio drift, prepares rebalancing proposals, identifies tax-loss harvesting opportunities, and coordinates across accounts. Trades go to the advisor for approval.
Capabilities
- Automated drift monitoring and alerts
- Tax-loss harvesting optimization
- Multi-account rebalancing
- Cash management and trade proposals for approval
Replaces: Daily portfolio review + quarterly rebalancing cycles
Researches, monitors, and synthesizes
Research & Monitoring
Generates investment research memos, analyzes legislative and regulatory changes, and synthesizes market data into actionable strategy recommendations.
Capabilities
- Investment research memo generation
- Legislative and regulatory analysis
- Market data synthesis
- Strategy recommendations with citations
Replaces: Junior analyst research output and weekly market summaries
Monitors, flags, and documents
Compliance & Control
Monitors regulatory changes, flags potential compliance issues before they escalate, maintains audit-ready documentation, and generates regulatory reports.
Capabilities
- Regulatory change monitoring
- Proactive compliance issue flagging
- Audit-ready documentation
- Regulatory report generation
Replaces: CCO time + outside compliance consulting hours
Coordinates, routes, and manages
Coordination
Coordinates handoffs across planning, portfolio, research, and compliance workflows, prioritizes tasks, and ensures nothing falls through the cracks.
Capabilities
- Workflow coordination across capabilities
- Intelligent task prioritization
- Cross-workflow handoff management
- Workflow status and reporting
Replaces: Manual workflow coordination and task management overhead
By audience
The same capabilities, adapted to different workflows
entropyFA runs on one shared foundation. What changes is how those capabilities are applied for advisory firms versus families and family offices.
For Families
Bring the full wealth picture together, surface opportunities continuously, and work directly or alongside your advisor in the same trusted system.
↳ See family workflowsArchitecture
Proprietary Dual-Engine Architecture
The precision of deterministic math. The reasoning of AI.
Generative Reasoning Engine
Large language models that parse documents, extract context, analyze emails, and generate explanations.
Quantitative Precision Engine
Deterministic computation for tax-loss harvesting, portfolio rebalancing, Monte Carlo simulations (<100ms), and risk-adjusted returns.
Example: A Client Requests Cash
- Generative Engine — Parse & Gather
The generative reasoning engine parses the client's request, identifies the withdrawal amount and timeline, and gathers context from the financial vault — account balances, tax lots, upcoming obligations, and client preferences.
- Quantitative Engine — Run the Numbers
The quantitative precision engine evaluates every possible liquidation strategy — comparing tax consequences across accounts, modeling the impact on portfolio allocation, and running Monte Carlo simulations to assess long-term effects on the financial plan.
- Generative Engine — Present Findings
The generative engine synthesizes the quantitative results into a clear recommendation with plain-language rationale, presents trade-offs, and prepares the proposal for advisor review. Every step is logged to a full audit trail.
Book a demo
See what continuous wealth oversight looks like in practice
Tell us about your advisory firm or family office. We will show you how entropyFA fits your workflow, in a demo built around your work.
- New capabilities and workflows as they ship
- Direct line to our product team
- Tailored walkthrough based on your practice