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For Investment Advisors

See the instrument next to the portfolio — before you recommend the trade.

Constraints, distribution standard, fee basis, and the last officer decision — in the same layer as holdings. Custody and the portfolio system stay yours.

  • Same facts as the trust officer, in your workflow.
  • Propose a note. You still make the recommendation.
  • Prove on your book before anything writes.

Three jobs. Not an architecture diagram.

01 · Pre-trade

Pre-trade constraint check

See whether a proposed sale or buy collides with retention, concentration, or directed-investment language before the ticket is discussed.

The agent may propose a cited note. You still approve whether to recommend the trade.

02 · Client call

Distribution capacity

Know HEMS or an ascertainable standard, plus administrative state, before the client call — not after a request is already in motion.

You do not authorize the distribution. The trustee of record does.

03 · Fee

Fee and IPS reconciliation

Reconcile the schedule, the instrument’s fee basis, and what the advisor is charging or recommending — including wrap or offset — before it hits a statement.

The CCO still owns Form CRS and the ADV process.

See it on a synthetic book →

What the platform does not do

This section matters. Advisors read it first.

  • It does not become the trustee of record.
  • It does not replace custody or the portfolio system.
  • It does not authorize a distribution.
  • It does not give a legal opinion.
  • It does not file Form CRS or replace the advisor’s own fiduciary process under the Advisers Act.

Agents propose. Humans decide. Nothing writes through the Bridge until a named person approves.

Advice, administration, disclosure

OutputKindWhat that means
Pre-trade constraint noteAdministration / workpaperContext beside the book. Not itself a buy or sell recommendation.
Distribution-capacity memoAdministrationTrustee and officer function. The advisor does not authorize the withdrawal.
Fee-basis reconAdministration / complianceSchedule vs instrument vs charge. Not a substitute for Form CRS or the ADV.
Proposed sale or buyAdviceThe advisor still makes the recommendation. The agent does not ticket it.
Recorded decision and citationsDisclosure-ready recordSupports the firm’s own process. r.Team does not file the disclosure.

Sit this week’s advisor drill (8 items, 6 minutes). Bring this question: This trust retains the founder’s stock. May I rebalance?

Open rAgent.team Open the sample book