Agent Workflow Walkthrough

One prompt, five workflows, and proof on every page.

Watch the AlphaDesk agent take one plain-language advisor request, execute it inside the live product, and then verify the results across clients, planning, fees, tasks, and scheduling.

01
See the agent execute real work This walkthrough shows one compound request turning into multiple completed product actions without manual re-entry.
02
See page-by-page proof Instead of a narrated tour alone, the video navigates to each destination module and confirms the work actually landed.
03
Understand the operating model If this workflow matches how your team wants to work, the next step is a pilot conversation built around your current stack.
Apply for founding pilot Review Trust Center

Best fit: independent RIAs with roughly $50M to $300M AUM, 2 to 10 team members, and a real desire to simplify reporting, research, billing, and internal execution.

Length ~72 seconds
Audience RIA principals
Focus Agent, planning, workflow proof
What You Will See

The plain-language workflow that matters most for a pilot firm.

This version is intentionally focused. It shows the AlphaDesk agent creating a new household, seeding planning, assigning fees, creating a task, and issuing a scheduling link from one advisor instruction, then proving each result inside the live product.

Client Creation

The walkthrough starts with one natural-language intake request and confirms the new household record on the live Clients page.

  • One compound plain-language prompt
  • Household created in the live roster
  • No manual duplicate entry

Planning + Fees

AlphaDesk carries the same request into the Planning workspace and the fee assignment workflow without extra steps.

  • Formatted planning assumptions
  • Fee schedule assignment proof
  • Shared operating context across modules

Tasks + Scheduling

The final proof screens confirm the downstream operational work that advisory teams actually rely on after a meeting.

  • High-priority follow-up task
  • Quarterly review scheduling link
  • Page-by-page completion evidence
Ideal AUM band $50M to $300M
Team profile 2 to 10 people
Best current pain Fragmented operating stack
Best next step Paid pilot application
Pilot Fit

Who this proof-driven walkthrough is for, and what happens next.

AlphaDesk is best introduced as a serious pilot, not a casual free trial. If a firm responds well to this workflow, the next conversation should focus on migration scope, current tools, and which daily operating motions they want to consolidate first.

What should a prospective firm do after watching?

Apply for the founding pilot if the operating model feels aligned. The pilot is meant for firms that want to evaluate AlphaDesk against real reporting, CRM, billing, and execution workflows.

Should a firm watch this before a live call?

Yes. This page is meant to shorten the distance from curiosity to a serious pilot discussion. It gives enough context to make a first meeting more productive.

What if a firm wants diligence first?

Send them to the Trust Center next. That keeps the motion premium and operational, rather than forcing a generic marketing sequence.

Ready to evaluate AlphaDesk more seriously?

Review the pilot structure, apply with your current stack details, and we will frame the right migration and implementation path for your firm.

Apply for pilot Pilot overview