Role-based agents
It works where your team already talks.
Ask the paraplanner agent in Slack, Teams, a rubica feed or by email. It drafts from the household and your templates, and a person signs off.
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Paraplanner AgentLarkfield Wealth
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# advice-whitfield
Tuesday, 10 November
ML
Mia Laurent4:12 PM
File note from today’s meeting with Elena and Marcus is on the household in rubica.
Wednesday, 11 November
TR
Tom Reid9:14 AM
@Paraplanner can you draft the SOA and meeting deck for the Whitfields from Tuesday’s file note?
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Message #advice-whitfield
Thread# advice-whitfield
ParaplannerAgentChatFiles
JobStatement of Advice – Whitfield household
AccountWhitfield, Elena & Marcus HouseholdOpportunity2026 Advice – WhitfieldBudget$5,500.00Status & Sub-Status{{jobStage}}Due Date (Current Status)20 Nov 2026
FeedDetailsFiles ({{fileCount}})
Whitfield SOA and deck{{mailCount}}
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MCP connectorWhitfield plan · 2 scenariosMeasureNo adviceWith the advice
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Source: RetireMap · 11 Nov 2026 · today’s dollars
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Back in rubicaWhitfield household
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Statement of AdviceJOB-10482{{jobStage}} · {{jobStep}} of 4{{jobOwnerI}}{{jobOwner}}Due 20 Nov 2026
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Statement of Advice – Elena and Marcus Whitfield.docxDraft for adviser review · {{pageTitle}}
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Presentation – Elena and Marcus Whitfield.html15 slides · click through it, open the drill-downs
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{{hint2}} Larkfield Wealth, the people and the figures are invented.