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FTAP capstone · Fintech · AI
AI wealth advising · Greenbox
Tempo by Greenbox is an AI co-pilot for registered investment advisors (RIAs), one place to detect market anomalies, decide on rebalancing strategies, and verify the move landed, so advisors can get back to advising instead of keeping systems in sync.
- Fintech
- AI
- Workflow
60% of an advisor's day is lost to busywork
Wealth advisors juggle eight or more disconnected tools. Even with a full stack of core platforms, the gaps add up, and roughly 60% of the day disappears into reconciliation, data hunting, and chasing context across systems. Not advising. Not growing. Not serving clients. Just keeping systems in sync.
The job to be done
We mapped the advisor's real workflow into five moves, Detect, Decide, Execute, Verify, Report, and found the breakdowns happen between them. Signals arrive after the move. Trades are manual across platforms, with compliance bolted on after. Reconciliation is siloed, so it's hard to see what's done versus pending.
That framed our refined how-might-we: How might we enable RIAs to detect market anomalies and track market movements to decide and verify rebalancing strategies, and mitigate risk?
Not another tool in the pile
Tempo isn't a tenth tab, it's a layer that watches, tests, and confirms. The Morning Brief surfaces a single ranked list of what needs attention today: drift, breaches, life events, and overnight shifts, each tied directly to client exposure and flagged before the first call.
Test the move before you make it
The Rebalance Sandbox lets advisors design a strategy and watch the outputs update live against real client holdings. They can stress-test against injected scenarios, compare three strategies side by side, and only commit to execution once it's been verified, with compliance baked in, not bolted on.
An AI co-pilot, with the advisor in the loop
An always-on monitor watches for drift, risk breaches, and signals across the entire book, flagging what matters, when it matters, and surfaces a next-best-action with reasoning the advisor can review and override. The AI proposes; the advisor decides. Judgment stays with the human, which also makes the product regulation-ready by default.
We sequenced delivery as overlapping phases, a validated data layer, a context engine, a simulation-ready sandbox, and finally the co-pilot, each layer feeding forward into the next.