The tasks · Personal Financial AdvisorsSOC 13-2052.00
Financial analysis and strategy developmentWhat can do this →
88% · agentMostly automatable
Financial reporting and documentationWhat can do this →
85% · agentMostly automatable
Market research and investment analysisWhat can do this →
82% · agentMostly automatable
Client correspondence and educationWhat can do this →
64% · agentPartly automatable
Financial planning recommendationsWhat can do this →
64% · agentPartly automatable
High-stakes client relationship managementWhat can do this →
25% · you keepBarely automatable
The team5 agents · 5 need no setup
Financial Analysis Agent
Microsoft Excel · NaviPlan · Asset allocation software
● No integration needed
Financial Reporting Agent
Microsoft Excel · Microsoft Word · Microsoft PowerPoint
● No integration needed
Market Research Agent
Web · Search · Microsoft Excel
● No integration needed
Client Communication Agent
Microsoft Outlook · Email · Docs
● No integration needed
Planning Recommendations Agent
Finance Logix Retirement Planner · Estate planning software · Microsoft Word
● No integration needed
You keep this
Final approval of financial plans and investment recommendationsFiduciary responsibility and regulatory compliance accountabilityHigh-stakes client trust relationships and sensitive financial discussionsLegal liability for financial advice and implementation decisions
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
