Agents
Automate research, management, and portfolio analysis
Automate research, management, and portfolio analysis
AI powered agents that work behind the scenes to save time, reduce errors, and strengthen every client portfolio.
AI powered agents that work behind the scenes to save time, reduce errors, and strengthen every client portfolio.
Surmount Agent
Sure, here's a summary:
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Me
Analyze AAPL.
How many shares do I own?
Should I sell any? Why?
Surmount Agent
Sure, here's a summary:
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Me
Analyze AAPL.
How many shares do I own?
Should I sell any? Why?
Surmount Agent
Sure, here's a summary:
Quokka BV experienced a 15%
increase in revenue to €120 million
from the previous year's…
Me
Analyze AAPL.
How many shares do I own?
Should I sell any? Why?
What you can do with Surmount Agents?
What you can do with Surmount Agents?
Market Intelligence
Continuously reviews news, earnings, and macro data for each client. Highlights risks and new opportunities.
Continuously reviews news, earnings, and macro data for each client. Highlights risks and new opportunities.
Continuously reviews news, earnings, and macro data for each client. Highlights risks and new opportunities.
Portfolio Monitoring
Tracks drift, performance, exposure, and tax considerations in real time. Sends alerts when the portfolio needs attention.
Tracks drift, performance, exposure, and tax considerations in real time. Sends alerts when the portfolio needs attention.
Tracks drift, performance, exposure, and tax considerations in real time. Sends alerts when the portfolio needs attention.
+15%
+15%
+15%
Manage & Report
Generates summaries, prepares client updates, and organizes insights for meetings.
Generates summaries, prepares client updates, and organizes insights for meetings.
Generates summaries, prepares client updates, and organizes insights for meetings.
Core Capabilities of Agents
Set goals, track progress, strengthen strategies, and act fast with real time insights for every client portfolio.
Set goals, track progress, strengthen strategies, and act fast with real time insights for every client portfolio.
Set clear targets for every client
Set clear targets for every client
Define portfolio goals with precision so each plan reflects what your client wants to achieve.
Define portfolio goals with precision so each plan reflects what your client wants to achieve.
Stay updated on every goal
Stay updated on every goal
Track progress automatically and know instantly when a client is on track or drifting.
Track progress automatically and know instantly when a client is on track or drifting.
Act fast with real time performance alerts
Act fast with real time performance alerts
Get notified when portfolios need attention and take quick actions directly in Surmount.
Get notified when portfolios need attention and take quick actions directly in Surmount.
Build stronger strategies with AI support
Build stronger strategies with AI support
Receive informed suggestions that help you choose the best approach for each client.
Receive informed suggestions that help you choose the best approach for each client.
FAQ
FAQ
FAQ
Answers to your questions
Answers to your questions
After reading this section, if you still has questions, feel free to contact us however you want.
What are Surmount Agents
They are always active AI tools that monitor portfolios, track goals, surface insights, and help advisors act faster with better information.
What are Surmount Agents
They are always active AI tools that monitor portfolios, track goals, surface insights, and help advisors act faster with better information.
What are Surmount Agents
They are always active AI tools that monitor portfolios, track goals, surface insights, and help advisors act faster with better information.
Do Agents replace advisor judgment
No. Agents assist with research and analysis. Advisors stay fully in control of every decision.
Do Agents replace advisor judgment
No. Agents assist with research and analysis. Advisors stay fully in control of every decision.
Do Agents replace advisor judgment
No. Agents assist with research and analysis. Advisors stay fully in control of every decision.
How do Agents track client goals
Advisors set the targets. Agents monitor progress in real time and notify you when a client is on track, drifting, or falling behind.
How do Agents track client goals
Advisors set the targets. Agents monitor progress in real time and notify you when a client is on track, drifting, or falling behind.
How do Agents track client goals
Advisors set the targets. Agents monitor progress in real time and notify you when a client is on track, drifting, or falling behind.
Are insights backed by data
Yes. Agents use market data, performance trends, and portfolio analytics to generate objective insights.
Are insights backed by data
Yes. Agents use market data, performance trends, and portfolio analytics to generate objective insights.
Are insights backed by data
Yes. Agents use market data, performance trends, and portfolio analytics to generate objective insights.
How do I track performance?
You can monitor your direct index against its benchmark in real time. Surmount shows drift, tracking difference, tax savings, realized gains, and all underlying trades.
How do I track performance?
You can monitor your direct index against its benchmark in real time. Surmount shows drift, tracking difference, tax savings, realized gains, and all underlying trades.
How do I track performance?
You can monitor your direct index against its benchmark in real time. Surmount shows drift, tracking difference, tax savings, realized gains, and all underlying trades.
Do I need to manage the system
No. Agents operate automatically once preferences are set. You only step in when action is needed.
Do I need to manage the system
No. Agents operate automatically once preferences are set. You only step in when action is needed.
Do I need to manage the system
No. Agents operate automatically once preferences are set. You only step in when action is needed.
Is client data safe
Yes. All client information is encrypted, and Surmount does not use your data to train external models.
Is client data safe
Yes. All client information is encrypted, and Surmount does not use your data to train external models.
Is client data safe
Yes. All client information is encrypted, and Surmount does not use your data to train external models.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.