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Orchestration · Wealth Management
Wealth client review prep
Generates client review books for top households every Friday.
Trigger
schedule
Schedule
Weekly Friday 17:00
Last run
Fri 17:00
Duration
312s
4 nodes · 3 connections
Pull portfolio snapshots (APX)
tool: APX
Generate commentary (CORA)
agent: cora
Compile review book
agent: memo-sub
Email to RM
tool: Outlook