New Client Onboarding File Agent

New client paperwork often bounces back from the custodian for a missing signature or a blank field, which delays funding by weeks. When a client signs on, this agent manages the onboarding file. It lists the forms and documents needed for each account type, checks what has been received, and reviews each form for missing signatures, mismatched names and incomplete suitability fields. It drafts reminders to the client for missing items and rechecks documents when they come back. It flags any conflict between the client's risk answers and the chosen strategy. It then tracks asset transfers and checks that amounts arrive within 5% of what was expected. The advisor approves the file before it goes to the custodian, and compliance reviews as required. Edge case: the form says conservative but the requested model is aggressive, so the agent flags it.