Tap a band to see why it holds.

1. AGate A — Runs itself, never sees content.Inbox triage, firm ops, document filing.current
2. BGate B — Drafts, you send.The agent has no send credential; the advisor's hand is the only path out.
3. CGate C — Assembles, you or your CCO sign.Fee reviews, engagement agreements, ADV updates.
4. DGate D — Assists, you decide.Plan and portfolio work is software-assisted, human-decided — fiduciary duty is non-delegable.
5. EGate E — Never.No trades, no money movement, no SSNs, no deletions, no meeting ingestion. The capability does not exist.