Agentic OS for pension advisors
Donna takes the workflows that fill a pension advisor's day, preparation, documentation, monitoring, compliance, integration, and moves them into a supervised agent layer. Directed by the advisor.
§01 · The shift
A pension advisor today does two jobs. One is the conversation, the judgment, the recommendation. The other is everything around it: preparation, drafting, delivery, implementation, monitoring, regwatch. The second job is shared with an admin team and a lot of late evenings. Donna moves that second job into an agent layer the advisor directs.
The advisor sets the brief. The agents do the work. The advisor reviews and signs. Per-advisor leverage moves by an order of magnitude, and the profession scales in a way no CRM has ever made it scale.
§02 · What Donna does
§03 · Built for regulated work
Audio never leaves the advisor's machine. Transcription runs on-device.
PII is redacted on-device before any data leaves the advisor's machine.
Inference runs in your own AWS, Azure, or GCP tenancy. Your keys, your region, your audit trail.
§04 · Where we're going
Compliance is the first surface. Behind it is the larger thesis: every recurring task in pension advice becomes a supervised agent. The advisor stays the principal. The work moves into a layer beneath them. Donna is building that layer.
§05 · Pilot
We are working with a small number of design partners ahead of broader release. If you run a brokerage, advise on pension, or own compliance for either, we would like to hear from you.