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Use Tilt Agent to investigate a question across your book, prepare for a client meeting, or repeat a review. For model portfolios, account setup, optimization, and proposal decisions, start with the Advisor workflows.

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Before you start

Open Settings > Guidance Packs and install Advisor. Choose the advisor organization you want to work in. The results depend on the clients, accounts, holdings, portfolios, and reports available to that organization. Ask Tilt Agent to name missing or stale data.

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Organize chats around the work

Start in your Main chat for day-to-day requests across your book. You can move between clients and accounts without starting a new conversation. Name the client and account you mean, and check Looking at when asking about an open page. Use another chat when a client review or other assignment needs its own ongoing conversation. You can ask Tilt Agent to handle that work in another chat while you continue in Main chat. Tilt Agent looks for an existing chat before creating one. It names client chats <client> — <decision or review>. The first time Tilt Agent plans to use another chat for a different client, an unrelated decision, or a book review, it asks how you want your chats organized: Choose Designated main chat to keep bringing requests to one place while Tilt Agent sends separate work to other chats. Tilt Agent saves your choice and uses it for future advisor work. The choice only affects whether Tilt Agent uses another chat. Tilt Agent still asks before financial actions, deleting a chat, or other changes that need your approval. Asking it to use another chat once does not change your saved choice. When Tilt Agent asks another chat to handle part of your request, the current chat shows Message sent to and the receiving chat shows Message from. Select the chat name to move between them. Message sent to confirms that Tilt Agent sent the request. Open the receiving chat to see whether the work is complete.
Two Tilt Agent chat states showing Message sent to Taylor Morgan — review in Daily book review and Message from Daily book review in Taylor Morgan — review

The sending and receiving chats link to each other.

Name the client and account in your request. If you do not know the exact record, ask Tilt Agent to list clients and accounts in the selected advisor organization. If a name matches more than one record, choose the intended one before continuing. Before relying on findings from an older or different chat, ask Tilt Agent to refresh the holdings, balances, proposals, configuration, and account state in Tilt.

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Triage the book

Ask Tilt Agent for your advisor daily briefing in Main chat. You can also choose Daily briefing in a book-wide review chat. If you chose Organize automatically or Designated main chat, you can ask Tilt Agent to run the briefing in another chat. Tilt Agent uses today’s completed advisor report or starts today’s calculation. Read the Daily briefing to understand its coverage, breaches, and attention accounts before investigating an exception. Ask a follow-up in the same chat:
If today’s briefing is still being calculated, return to it before treating older results as current.

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Prepare a client review

In any chat, give Tilt Agent the client and account you mean. Tilt Agent follows your saved choice: it keeps the work in the current chat, creates or reuses a chat for that client, or asks before using another chat.
Use the answer as a working brief. Add the client’s goals or meeting notes if you want Tilt Agent to consider them; ask it to distinguish those inputs from account data in Tilt. Continue in the same chat to examine a surprising holding, compare the account with its target, or revise the brief. After the meeting, provide your notes and ask for a draft recap and follow-ups to review. If the review leads to a rebalance, review the account and its proposal before any trade decision.

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Repeat a useful review

Ask Tilt Agent to repeat a review on a schedule when you want ongoing coverage. Specify the organization, scope, time zone, and when it should post a result. Create an automation in chat, then use Run now in Automations to inspect a representative result and edit the assignment before relying on future runs. If you use a review format repeatedly, ask Tilt Agent to turn it into a Personal Skill. Keep the client’s current facts in the chat; use the skill for the questions, structure, and safeguards you want to reuse.

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Open advisor dashboards

Ask Tilt Agent to open the Advisor Dashboard to inspect practice holdings, exposure, and the latest saved book report. Client Portfolio shows the advised accounts shared by linked client households; a client appears after their household grants access and connects a brokerage. These dashboards stay in Library > Dashboards; Advisor Dashboard is also listed there as a starter until you open it. Select Reload to run a dashboard again. Use Daily briefing for today’s book review; the dashboards do not save the preceding chat review.