Review and act on Agent findings

What you get

A repeatable way to move from an Agent finding to a useful advisor action.

The Portfolio Intelligence Agent is designed to reduce the amount of portfolio hunting you have to do. Its findings should be treated as a prioritised review queue — not as decisions made for you.

Review the signal

Open the Agent feed and start with the findings that have the highest business impact or nearest deadline.

Check the underlying client data before you act. Depending on the finding, that may mean reviewing spend transactions, app usage, renewal dates, overlap context or integration health.

Decide what happens next

A useful finding normally leads to one of three outcomes:

• Act now — there is enough evidence to start a client or internal action.
• Investigate — the signal is worth reviewing but needs more context.
• Dismiss or defer — the signal is valid but not useful right now.

Keep the advisor judgement

Agents help prioritise the work. The advisor still decides whether the finding matters to the client and how it should be framed.

What you've unlocked

You can use the Agent feed as a working queue rather than another source of raw data.