AI Portfolio Monitoring Agent

Most accounts get a real look once a quarter, and drift builds up in between. A Portfolio Monitoring Agent watches every account continuously, across thousands at once, and prepares the drift, risk, and rebalancing work for review. It does the watching; the adviser makes the call.

Tecla builds and operates it in your environment, on your custodial and portfolio data, under the controls your firm already answers to.

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The shift underway

Portfolio monitoring is moving from a quarterly review to a continuous one, as more firms run the checks by system rather than by hand. The numbers show how fast that shift is going, and where it still lags.

40–60%

of RIAs run modern portfolio systems.

Source: Envestnet

62%

of wealth firms are raising tech spend this year.

Source:

industry survey, 2026

0.8–2.2%

added after-tax return a year from tax-loss harvesting.

Source: Finantrix buyer guide

How it works

Inside the agent

Watching every account for drift and risk is constant work, and it scales badly by hand. The agent runs that watch continuously across every account, and brings the adviser what needs a decision.

01

Intake

Pulls positions, balances, and transactions from every custodian and portfolio system into one current view.

Reads the accounts
02

Drift Detection

Compares each account to its model and flags allocation drift, style drift, and concentration as they cross your thresholds.

Finds the drift
03

Risk Monitor

Watches risk metrics, sector and single-name concentration, and mandate breaches across households in real time.

Weighs the risk
04

Tax & Opportunity

Surfaces tax-loss harvesting and transition opportunities with the rationale and tax impact an adviser needs to weigh each one.

Finds the opportunity
05

Rebalance Builder

Prepares the rebalancing trades to bring an account back to model, ready for an adviser to review and approve.

Builds the action

Human in the loop

Every change carries the data behind it and a plain-language reason, so your adviser reviews judgment rather than raw positions, and a person always approves any trade.

Scoped to you

This is a typical portfolio monitoring build. The exact parts are scoped to how your firm runs: some need direct-indexing and tax-loss logic, others a fixed-income or held-away specialist.

See what this would look like built around your portfolio operation.
‍ Book a scoping call

Related agents

How it reaches production

Built, run, and owned, one phase at a time

Most AI pilots stall between a working demo and a system an advisory firm can rely on with client accounts. A scoped brief, a named team, and someone accountable at each stage are what carry this one across.

Sprint

Scope, fixed price

We map the accounts and models in scope, the custodial data access, and the decision limits, then return a plan and a price before you commit.

AI Solutions Lead
Build

Built into your environment

Senior engineers build the agents in your environment and integrate them with the data and systems you already run.

AI Systems Lead
Run

Monitored and improved

The agent retunes as models and mandates change, and we report against the metrics set at scope: accounts monitored, drift caught, time from signal to prepared action.

Systems Lead + Engineers
Own

Yours, improving

You own the system end to end, and it sharpens over time instead of aging into a tool nobody maintains.

Your team

It starts with a fixed-price Tecla Sprint that scopes and prices the build before you commit.

‍ Book a scoping call
How it holds up

Reliable enough to run on real client accounts

In client portfolios, an agent that acts unpredictably is worse than none. What makes this one safe to run is the structure around it: what it can touch, what gets reviewed, and where it stops.

Reviewed by trajectory

You see the whole reasoning

Every change carries the data and a plain-language path from position to recommendation, so an adviser can check the logic in seconds.

Human in the loop

It stops where it should

The agent prepares and recommends, but a person approves anything that places a trade or touches a client account.

Tuned over time

It keeps up with new patterns

The system is monitored and improved as your models, mandates, and the market change, so it stays current instead of drifting.

Start the build

Put the watching on autopilot, keep the decisions

A scoping call maps your portfolio operation and returns what the agent would monitor, how success gets measured, and what the fixed-price Sprint to build it costs.

Talk to us

Fixed-price AI Systems Sprint. No commitment until scope is confirmed.

What wealth leaders ask first

What is an AI portfolio monitoring agent?

It is real-time portfolio monitoring run by an agent: it watches every client account for drift, risk, and opportunity the way a portfolio analyst would. It tracks thousands of accounts against their models, flags what has moved, and prepares the rebalancing work, with the adviser approving each change. Tecla builds and operates it inside your environment.

How is it different from portfolio management software?

Software gives your team a dashboard to check; the agent does the monitoring. Rather than a person reviewing accounts on a schedule, it runs continuously across every account and brings the adviser only what needs a decision. It works with the portfolio and custodial systems you already run.

Does the agent trade on its own?

No. It prepares rebalancing trades and holds them for review. A person approves anything that places a trade or touches a client account. The agent does the continuous monitoring; the adviser keeps every decision.

How does it handle drift and rebalancing across many accounts?

It compares each account to its model, flags allocation and style drift as it crosses your bands, and prepares tax-aware rebalancing trades ready for approval. It does across thousands of accounts what a portfolio desk can only do for a few at a time.

What does Tecla's portfolio monitoring build cover?

Tecla scopes the build to how your firm runs: the accounts and models in scope, custodial data access, drift and risk thresholds, and any tax-loss or direct-indexing logic. It runs inside your environment and Tecla operates it.

How is client account data kept secure?

The agent runs in your environment, integrated with your systems, under your own access rules. Client and custodial data stays within the boundaries your firm already answers to, and you own and control the system Tecla operates.

How is it kept current as models and markets change?

Tecla operates the agent, not just builds it. It is monitored and improved as your models, mandates, and the market change, so monitoring stays accurate instead of drifting.

How long does a build take?

It starts with a fixed-price Tecla Sprint that scopes and prices the build before you commit. The Sprint maps the accounts, data access, and decision limits, so the agent that follows fits your firm.

We have an investment operations team. Where does the agent fit?

This is portfolio monitoring for advisors: it takes the repetitive watching and trade preparation off the team, so their time goes to judgment and client work. Tecla builds and operates it alongside them, running the monitoring across every account continuously.

How do we get started?

A scoping call maps your portfolio operation and returns what the agent would monitor, how success is measured, and the fixed-price Sprint cost. Book a scoping call with Tecla to start.

Have any questions?
Schedule a call to discuss in more detail.
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