By integrating our Embedded Agent they enabled advisors to focus on high-value tasks while providing timely and accurate responses to client inquiries. We contributed in three ways 1. The Agent automatically addresses common client questions, such as explaining daily portfolio performance, freeing up advisors to concentrate on more complex and unique client needs 2. The Agent serves as a research aid, quickly gathering and synthesizing relevant financial data, allowing advisors to make informed decisions efficiently 3. Our StreetbeatPRO integration enables 24/7 portfolio monitoring, identifying clients who may require attention due to exposure to current events, such as interest rate changes or legal developments. This allows advisors to provide proactive guidance and mitigate potential risks. The integration has led to increased advisor productivity, enhanced research capabilities, proactive client support, and improved client satisfaction. By integrating our Embedded Agent across multiple areas, our client has freed up their financial advisors' time to focus on customer acquisition, increasing Assets Under Management (AUM), and improving the performance for existing clients.