Feature · what this software actually does
Ongoing monitoring alerts
Triggers on drift from goal, assumption breach, life event, or material change — pushed to the advisor's queue.
automatedRuns unattended; humans handle exceptions.
Vendors that ship this
Leaders
- Income LAB
- Rightcapital
Adjacent
- Emoney Advisor
Build vs buy verdict
hybrid
The agentic edge — most planners do annual refreshes; high-end firms run continuous monitoring with rule-based alerts.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Ongoing plan refresh & alertsmonthlyPlan auto-refreshes off custodial + aggregator feeds; alerts fire on drift from goal, life-event triggers, or assumption breaches.
Most relevant for
- HNW
- UHNW
- Family Office
- Institutional / Endowment
Test yourself · topic quizTuned · Financial Planning
Multiple-choice — different from any drill above.
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