AI, built in
brokercoreai includes five AI agents built into the platform — not a chatbot bolted on top. Each one assists a specific part of the operation. None of them execute anything critical on their own.
AI accelerates the work. It doesn't decide.
Every agent produces a recommendation, a draft, or a summary — a human still approves anything that touches money, compliance or a client's account. That's not a limitation we're apologizing for; it's the point.
Client Support Agent
Answers routine client questions, drafts responses, and triages support requests — so your team spends time on the cases that actually need a person.
Employee Assistant
Helps staff navigate the platform, find the right screen or report, and draft internal communications faster.
KYC Assistant
Reviews submitted documents and flags what needs attention — a compliance officer still makes every verification decision.
Operations Agent
Surfaces requests that need attention, summarizes pending approvals, and highlights unusual activity for a human to review.
Reporting Agent
Turns raw ledger and activity data into plain-language summaries and drafts — the numbers still come from the same accounting engine, not a separate estimate.
Scoped to your tenant, nothing else
Every agent runs inside your tenant, scoped to your data only. Nothing trains across tenants on your clients' information, and every recommendation is logged the same way a human action would be.