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🤖 AI Assistant
👥 Client Portfolios
📊 Behavioral Models
⚡ Strategy Builder
🧠 Client Insights
History
Portfolio rebalancing — Sarah J.
Client meeting prep: Dilawar A.
Tax-loss harvesting analysis
Inheritance conversation guide
Behavioural bias: loss aversion
Retirement projection — 5% delta
EQ framework for new hire
Regulatory changes Q4 brief
Draft client email — volatility
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Hi Amy, how can I help today?
Take full advantage of Shaping Wealth's behavioral intelligence ecosystem:
know-how, content, collaboration, and guidance.
🎭 Roleplay
📖 Money Story
🧭 Financial Life Guide
👩💼
🌅 Morning Briefing
"Lydia Insight: Sarah Johnson's latest activity suggests a rise in loss-aversion. Consider sending the 'Market Volatility & Peace of Mind' guide before your 2 PM call."
Review briefing details →
What Lydia can do
📈
Market Outlook
Generate Q4 global equity summaries and client-ready market briefs
✉️
Draft Client Email
Explain portfolio shifts, market events, and advisor recommendations
🧠
Behavioral Biases
Prep for emotionally complex client conversations with behavioral framing
🎯
Retirement Projection
Run scenario models with inflation delta, life stage, and risk tolerance
🎭
Practice Role Play
Simulate difficult client conversations in a safe AI-guided environment
🗺️
Life Guide Roadmap
Strategic roadmaps for major transitions — inheritance, divorce, retirement
Get started with a question
"My new young hire needs an EQ boost to handle high-net-worth calls. Any ideas?"
Start Coaching
"I'm completely overwhelmed by the regulatory changes this quarter..."
Simplify View
"I need to connect better with my client's adult children regarding inheritance."
Bridge Gap
"Explain the relationship between market volatility and loss aversion simply."
View Insight
📁 Recent Documents
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📄
Q4_Market_Outlook.pdf
Modified 2h ago
📝
Client_Risk_Profile_V2.docx
Modified Yesterday
📊
Behavioral_Assessment_Oct.pdf
Modified 3 days ago
📝
Retirement_Roadmap_SJ.docx
Modified last week
✦ AI Suggestions
Prompts for Sarah
"How have your goals for your grandchildren's education evolved after the recent market shift?"
Copy Prompt
Behavioral Nudge
Consider reviewing clients with over 15% allocation in long-duration bonds given recent yield shifts.
View Affected Clients
Annuity Model Alert
Use the 'Annuity Ladder' visualizer to mitigate the 'Endowment Effect' observed in client X.
View Model
📊 Market Snapshot
S&P 500 Index
+1.24%
Real-time via Market Insights
Market Sentiment
Cautious
Volatility index elevated — advisor alert active
View Full Report →