A drifted client portfolio becomes a defensible, client-ready decision.
Your research copilot flags that a client household has drifted past its equity band. Walk the proposed rebalance from the client context all the way to a paper packet and an advisor task — with the mandate, tax context, and audit trail attached before anything reaches the custodian.
What this proves: The advisor keeps a fast copilot for the analysis and still leaves with a mandate-checked, client-ready record — not an undocumented judgment call.
- 1. Inputs
- 2. Signal
- 3. ActionIntent
- 4. Mandate
- 5. Preflight
- 6. Compliance
- 7. Authorize
- 8. Outcome
Confirm the account context
SigmaX starts from a Capital Twin: the account model that carries positions, mandate, constraints, and context. Here is the sample context for this walkthrough.
- Household
- Ellison Family Trust
- Growth mandate, taxable
- Current equity weight
- 71%
- IPS band 45–65%
- Largest position
- US large-cap growth ETF, 71% of equity sleeve
- Tax context
- Two lots eligible for tax-loss harvest
- Offset realized gains YTD
- Client note
- “Keep me diversified; avoid a surprise tax bill.”
- intent_id
- ai_demo_wealth_advisory
- twin
- Ellison Family Trust — Growth household (Capital Twin)
- proposed_by
- Advisor's research copilot
- route
- —
- reason_code
- pending
- evidence
- 4 measured · 3 derived · 1 inferred
Sample packet. SigmaX produces a decision record and a non-executing route — it never places a trade, moves money, or routes customer capital.
This is an illustrative sample with fabricated data. SigmaX analyzes and governs; deterministic systems validate; a human authorizes; capital remains governed. SigmaX does not trade, custody assets, move money, or route customer capital.