One team. Every client covered.
Deploy AI agents for your client accounts. Each one follows its own strategy, monitors positions, and trades within the risk rules you define.
Managing client capital doesn't scale. Until every client has their own agent.
Portfolio manager capacity limits how much AUM you can grow
Your team defines the strategy and risk rules. AI agents handle the day-to-day monitoring and execution.
Consistent execution across hundreds of accounts is impossible manually
Agents follow the same strategy rules consistently. No missed signals, no fatigue.
After-hours events require expensive overnight coverage
Agents run continuously. Positions managed at 3am. News acted on immediately. No staffing cost for overnight monitoring.
Compliance and audit documentation eats PM time
Every decision logged with the reasoning behind it. See what the agent saw, what it did, and why.
Portfolio manager capacity limits how much AUM you can grow
Your team defines the strategy and risk rules. AI agents handle the day-to-day monitoring and execution.
Consistent execution across hundreds of accounts is impossible manually
Agents follow the same strategy rules consistently. No missed signals, no fatigue.
After-hours events require expensive overnight coverage
Agents run continuously. Positions managed at 3am. News acted on immediately. No staffing cost for overnight monitoring.
Compliance and audit documentation eats PM time
Every decision logged with the reasoning behind it. See what the agent saw, what it did, and why.
Run every client. One team.
Everything you need to manage client portfolios without adding headcount.
One agent per client
Every client gets their own AI agent. Each one runs independently with its own strategy, risk profile, and trading rules.
One dashboard for everything
Monitor your agents from one place. See what each one is doing, what it traded, and why.
Different strategy per client
Describe each client's mandate in plain English. Conservative income, aggressive growth, sector focus: each agent runs exactly what that client needs.
Full Decision Logs
Every trade logged with the reasoning behind it. What the agent saw, why it acted, and what risk rules it checked.
Hard limits per client
Set position limits, drawdown thresholds, and asset restrictions for each account. The agent can't bypass them. Ever.
Scale With Your Book
Add more agents as your book grows. The same team can manage a larger operation with AI handling the day-to-day.
One agent per client
Every client gets their own AI agent. Each one runs independently with its own strategy, risk profile, and trading rules.
One dashboard for everything
Monitor your agents from one place. See what each one is doing, what it traded, and why.
Different strategy per client
Describe each client's mandate in plain English. Conservative income, aggressive growth, sector focus: each agent runs exactly what that client needs.
Full Decision Logs
Every trade logged with the reasoning behind it. What the agent saw, why it acted, and what risk rules it checked.
Hard limits per client
Set position limits, drawdown thresholds, and asset restrictions for each account. The agent can't bypass them. Ever.
Scale With Your Book
Add more agents as your book grows. The same team can manage a larger operation with AI handling the day-to-day.
Built for firms, not just traders.
Three steps to deploy across your entire book.
Define your investment mandates
Describe your firm's strategies in plain English. Growth, income, sector rotation, momentum - each mandate becomes a deployable agent configuration.
Configure per-client risk profiles
Set each client's risk tolerance, allocation limits, and strategy rules. Agents follow these rules and cannot override them.
Deploy and oversee at scale
Agents go live across every account. Your team monitors from the central dashboard, reviews decision logs, and adjusts mandates when needed.
Define your investment mandates
Describe your firm's strategies in plain English. Growth, income, sector rotation, momentum - each mandate becomes a deployable agent configuration.
Configure per-client risk profiles
Set each client's risk tolerance, allocation limits, and strategy rules. Agents follow these rules and cannot override them.
Deploy and oversee at scale
Agents go live across every account. Your team monitors from the central dashboard, reviews decision logs, and adjusts mandates when needed.
Trust is not optional in trading.
Four layers of protection
Every decision explained
Your credentials stay safe
Always watching
Built to stay up
Full audit trail
Four layers of protection
Every trade passes through position limits, portfolio limits, agent rules, and system-wide guardrails.
Every decision explained
Every trade comes with a full log: what the agent saw, what it considered, and why it acted.
Your credentials stay safe
Broker connections are encrypted. Your funds stay with your broker. Tradezbird never holds your money.
Always watching
Your agent monitors positions around the clock. If the market moves sharply, safety limits kick in.
Built to stay up
Your agents run even when you're not watching. No downtime, no missed trades.
Full audit trail
Every trade logged. Every decision documented. Review what happened and why, anytime.
Frequently Asked Questions
Can I deploy different strategies for different clients?
Yes. Each client gets their own agent with a custom strategy, risk profile, and allocation rules. A conservative retiree and an aggressive growth client can run on completely independent mandates.
How does audit and compliance work?
Every agent logs every decision with full reasoning: what it saw, why it acted, and what risk rules it followed. These logs are available for review anytime.
How many client accounts can the platform handle?
The platform is built to run many agents in parallel. Each agent operates independently. Contact us to discuss your specific needs.
Past performance is not indicative of future results. AI-generated strategies may result in losses. Read our full risk disclosure.