Advisor agent
See your clients. Only what they share.
For registered investment advisors: verify your license, invite clients, and see only what each client agrees to share.
What a client shared
- Client
- Daniel Brooks
- Advisor
- Maya Chen
- Shares
- Portfolio summary
- Status
- Approved
Your clients decide what you see.
How it works
Three steps.
- 1
Verify
Show that you are a registered investment advisor.
- 2
Invite
Invite each client to connect with you in Agent One.
- 3
They decide
Each client chooses what you can see, and can take it back.
What it does
Your practice, with consent.
- License check
- Verifies that you are a registered investment advisor.
- Client invites
- Invite your clients to connect with you through Agent One.
- Shared view
- See only what each client agrees to share, like a portfolio summary.
- A record
- Every yes is recorded, and a client can take any of them back.
What it never does
- Never shows what a client hasn't approved.
- You advise. Agent One doesn't give investment advice.
- Taking it back stops future sharing.
Names and data on this page are examples. This is not investment advice.