All three concepts generate suggested wording from fund-level allocation data only (prior vs. new fund selections) — never client PII. In every case, the advisor must actively approve, edit, or write their own comment before anything reaches the client. Nothing is auto-sent.
Use the tabs below to review each interaction pattern. Click through the mock controls — they respond, so you can get a feel for the flow.
The comment box is always there, ready for the advisor to type into directly. A "Generate" option sits alongside it for advisors who want a starting point — it drafts one suggestion at a time into that same box, clearly labeled as unsaved. A "Save comment" button is attached directly to the box itself, so approving what's in it — AI-drafted or hand-typed — is always the same, unmistakable action.
| Symbol | Name | Current | New allocation |
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As soon as the advisor finalizes new allocations, the comment box already contains a suggested draft — clearly labeled as AI-generated. The advisor saves it, regenerates for a different take, or clears it to write their own words (which also removes the AI label).
| Symbol | Name | Current | New allocation |
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The comment box stays completely blank and untouched — no AI text ever appears inside it. A separate, optional helper sits beside it: expand it to get an editable prompt built from the fund changes, copy it into whatever AI tool the advisor already uses, then paste their own result into the comment box.
| Symbol | Name | Current | New allocation |
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