Recommends · does not decide
rAgent Team
Forward Deployed Agents × Agent Studio
A front-door peer for advisors and trust teams: it recommends governed workflows from Agent Studio — with citations — then stops for human approval. No auto-purchase. No silent writes.
For RIAs, dual-registrants, and trust/ops buyers inside a Fiduciary Reasoning Platform — r.Team / Got-Data.
The gap
The wealth stack is built to transact. Governing documents and fiduciary constraints are not. A recommendation that never reads the instrument is not one another officer can follow.
Recommends, does not decide
Does
- Read the governing instrument and the facts in front of it
- Propose a governed workflow from the Agent Studio catalog
- Cite the standard and the source
- Stop for a named human
Does not
- Auto-purchase or silently write
- Replace the trustee, adviser, or officer
- Decide a discretionary act
- Call itself investment advice
How it works
- Ask — the front-door peer takes the question and the file.
- Recommend + cite — an Agent Studio action, with the instrument and standard attached.
- Human approve — review tiers from Clerical to Judgment. Nothing moves without a person.
- Compose & log — write the rationale; log to The Record (hash-chain). Bridge writes only after approval.
Illustrative recommendations
Examples of the kind of workflow a front-door peer might propose. Not a catalog, score, or performance claim.
Fee Schedule Reconciliation
Match billed fees to the governing schedule. Cite the clause. Stop for the officer before any adjustment.
IPS drift
Flag holdings against IPS bands. Cite the band. Do not rebalance.
Governing-doc verification
Read the instrument for a proposed distribution. Cite the power. Wait for approval.
Oversight Advisor Assets
Compare adviser-directed assets to the oversight mandate. Cite the mandate. Leave the trade to the human.
Trust controls
- Human-in-the-loop
- Bridge writes only after approval
- Hash-chain Record
- Not investment advice
For RIAs and trust/ops
Advisers Act duties, IPS language, dual-hatted roles, and trust-ops constraints are the input — not a slide. The peer has to show the standard it applied.
Advisers Act
Duty language is the standard to cite, not a slogan on the wall.
IPS
The policy statement is a constraint. Drift is a finding, not a trade.
Dual-hatted
Adviser and broker hats stay separate. The recommendation names which hat is on.
Trust/ops
The instrument governs. Ops can propose; the officer approves.
Agent Studio
An Action Catalog of governed workflows. Each action carries a review tier from Clerical to Judgment. rAgent Team recommends from that catalog; a person chooses.
Clerical → Judgment
Test fiduciary knowledge
The lab behind the menu is the apprenticeship: Study (Ask), take the test (have rAgent take it), take it beside them. Scores stand side by side.
An AI trained by trust professionals. Certified for trust administration. Deployed on r.team.
rAgent is apprenticed to named practitioners: it learns from what they know, then takes the same test they do — so you can see, item by item, where it reasons like they do and where it doesn't.
FAQ
Does rAgent Team decide?
No. It recommends and cites, then stops. A named human approves.
Is this investment advice?
No. Not investment advice, and not a trustee or adviser relationship.
Does Forward Deployed Agents ship on r.team today?
This page is a design explainer. It does not claim FDA ships as a named feature on r.team.
Where do I take the exam?
Use Test your Fiduciary Knowledge against rAgent Team. Ask, Practice, and Have rAgent take it live there — email required for Ask and practice.
Not investment advice. Not a trustee or adviser relationship. Educational / design explainer. Does not claim Forward Deployed Agents ships as a named feature on r.team. No customer logos, case studies, pricing, or compliance certifications are implied.
rAgent.team · deployed on r.team