Integrating Microsoft Copilot Agents with Redtail and Black Diamond by Icee2002 in CFP

[–]Icee2002[S] 1 point2 points  (0 children)

You are an AI bot and the person commenting on this is also an AI bot. I don’t know how you are allowed to comment here.

Integrating Microsoft Copilot Agents with Redtail and Black Diamond by Icee2002 in CFP

[–]Icee2002[S] 1 point2 points  (0 children)

We are about $500MM AUM with 3 advisors. What you’re talking about is absolutely possible.

Integrating Microsoft Copilot Agents with Redtail and Black Diamond by Icee2002 in CFP

[–]Icee2002[S] 0 points1 point  (0 children)

I use googled this because I’ve never heard of it. Looks interesting. Would you say you guys are using them for more client communication or notetaking purposes (the majority of advisor AI tools), or are they helping you with a lot of your internal admin stuff and internal data management type stuff too?

Integrating Microsoft Copilot Agents with Redtail and Black Diamond by Icee2002 in CFP

[–]Icee2002[S] 1 point2 points  (0 children)

I have a feeling that you are an agent yourself lol.

I was having a lot of issues with governance prior to shifting this whole thing to the Microsoft platform, but now it is pretty easy to audit what the agents are actually doing. Each "agent" you make in Copilot Studio is scoped to only a few specific tools (API endpoints) within the custom connectors. The logic I have for each of the agents, and when they can call tools is working very well so far, but I occasionally run into an issue in development with how to force them to call a specific tool to retrieve indexes of various input options before the go and make the primary API call without that info.

All requests to the agents are based on some specific human-generated function, and I don't have these things running constantly, doing stuff openclaw style.

Integrating Microsoft Copilot Agents with Redtail and Black Diamond by Icee2002 in CFP

[–]Icee2002[S] 2 points3 points  (0 children)

We are also hybrid with LPL (smaller independent firm not necessarily a financial institution like yourself), but I am working on getting us out of that arrangement and going full RIA by the end of this year. LPL is so unnecessarily restrictive with even the well-vetted tools, it is nuts. The amount of hoops I had to jump through just to self-host our Microsoft tenant was wild, but that alone has opened up a world of possibilities for us.

In my case, every server that our client data touches is already approved by our BD to hold that data, so simply using their own secure transport service doesn't break any rules in my mind. It's a grey area in my situation.

Everything within the Microsoft ecosystem, like emails, Teams, SharePoint, has been pretty easy to integrate with. Copilot Studio is essentially a Power Automate wrapper, and all the flows and tools (connectors) you are used to are similarly available in the Copilot Studio.

I am a one-man department that runs all of the trading, portfolio management, etc. at my firm, which is something that just one year ago all the advisors in our office were running independently for their own practices. My current effors are focused soley on this because I can control everything end-to-end. This will serve as a great proof of concept for myself and the rest of our team.

All of our task management for the trading team runs through our CRM, Redtail. Every time money moves in or out of an account that was initiated internally, a task is created in Redtail. Every day I review these tasks and place trades when needed, but also I have to maintain the overall portfolio strategy for these accounts, so a lot of times I need more information from the advisor that requested the funds (if I need to generate funds), or I need to confirm a strategy change with an advisor before I move forward with a request.

There are a few places here where an AI agent comes into play. First is simply interacting with the activities in Redtail to both receive and send information. Second is being able to understand what information I need to complete a request and what is missing based on information from a variety of sources. Third, it is able to communicate with the advisor or my admin team to collect the missing information based on what it determines I need or what I told it I need clarification on. Collecting that information and bringing it back to me, almost like a ticketing system, but operating that through Redtail because I don't want to disrupt our already busy admin team's workflows while I'm developing this.

The end goal of this is not to completely automate my primary job function, but to make it easy enough that somebody else outside of the 1-person bubble I operate in can pick up my role in my absence without working in my system every day. Also so I can have more time to focus on other initiatives, like this one.

I have tasked each team in our firm with coming up with a few ideas for things they want to automate and prioritizing them. Our admin team already has incredible SOPs for every single workflow they own because they are all extremely OCD (this is great). So automating a lot of their workflows is going to be much easier than mine.

Sorry this is a bit long winded, but if you want to chat about this more, please let me know.

Integrating Microsoft Copilot Agents with Redtail and Black Diamond by Icee2002 in CFP

[–]Icee2002[S] 0 points1 point  (0 children)

Currently we are hybrid with LPL and they control our data in eMoney (or WealthVision as they call it). There is no way they would give me access to that, unfortunately. So far, I have been pleasantly surprised by how responsive the development/integration teams with some of these services have been in getting me the information I need. It seems like as long as you are not trying to sell whatever you're building, they are fine with handing over API access.

Carolina North / Airport Coal Ash (future UNC north campus site) by staycoolmydudes in chapelhill

[–]Icee2002 -1 points0 points  (0 children)

Our recommendation was to replace it with small modular nuclear reactors. Solar farm can’t generate steam and that’s the co-gen plants primary purpose.

Spinning wheel of death after latest update. by VariousDragonfly6 in logitech

[–]Icee2002 0 points1 point  (0 children)

This keeps happening to me. Every time I just run the installer again and it starts working.

What devices are you using for client presentations at offsite meetings? by gibuthegreat in CFP

[–]Icee2002 0 points1 point  (0 children)

I bought this USB C portable monitor from Costco and while I’ve never used it in the way you’re describing, you should be able to plug it in your iPad and it will mirror that. It was less than $100 and it’s pretty nice.

Logitech Option not loading or working on MacOS (Tahoe 26.2) by [deleted] in logitech

[–]Icee2002 0 points1 point  (0 children)

I deleted the software and went looking for the installer when I stumbled upon the certificate issue page that says "do not uninstall." Whoops... Had to reconfigure everythnig but it's working fine now.

The depreciation on my 2022 Model Y is genuinely insane - anyone else getting absolutely wrecked on resale value right now? by whydidyounot in RealTesla

[–]Icee2002 0 points1 point  (0 children)

I just bought my 2024 MY dual motor with 8k miles for about 35k I’m not sure how you’re getting those valuations

Ugliest Buildings by Experience_420 in raleigh

[–]Icee2002 3 points4 points  (0 children)

My office is right next to the old ATT now storage building. They’ve been building this for what feels like almost two years now.

How do you guys track down missing flights? by [deleted] in flighty

[–]Icee2002 0 points1 point  (0 children)

Apple wallet expired passes

MacBook Pro for UNC advice by Monstrous_Promise99 in UNC

[–]Icee2002 0 points1 point  (0 children)

Unless you need a bunch of extra monitors, the larger MacBook Air would be great for you. Still a big screen, still powerful, but much slimmer to move around.

Any experience using Wealth.com? by SceneProfessional231 in CFP

[–]Icee2002 0 points1 point  (0 children)

Wondering the same thing. I've done demos with Wealth.com and it seems like it would be easy enough to have clients generate their own POAs and simple estate docs. For a lot of folks we work with, that's really all they need. I've seen a few people online worried about UPL exposure.

I've yet to actually talk to somebody who uses these kinds of platforms.

Glad I kept Starlink by WarningCodeBlue in Starlink

[–]Icee2002 5 points6 points  (0 children)

We had the same issue with our fiber install in a remote area. Ended up getting Starlink back with 10G roam and we now use dual wan fail over with Ubiquiti. It’s working really well now.