Adviser Agent
by C8 Technologies Ireland
AI investment research: rankings, portfolio analysis and rebalancing.
Adviser Agent brings C8 Technologies' systematic investment research into Microsoft Teams and Microsoft 365 Copilot. Financial advisers ask questions in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the chat, without switching to another tool.
What you can do
• Search and rank investment products — ETFs, equities, bonds, funds and model portfolios — by return, risk and C8's ranking.
• See performance and risk for any product: total and annualised return, volatility and maximum drawdown over periods from year-to-date to ten years.
• Get C8's current top picks and top buys for a 60/40, equity or bond portfolio, and C8's market insights.
• Analyse a portfolio you describe in the chat, for example "100 SPY and 200 AGG": value, weights and concentration.
• Get a rebalancing proposal with target weights, share counts and the statistics of the proposed portfolio against the current one.
• Browse C8's model portfolios and their holdings.
How it works
Ask in your own words, for example "What does C8 recommend adding to a 60/40 portfolio?" or "Rebalance my portfolio: 600 SPY and 400 AGG". Holdings you type are analysed in memory for that answer only: nothing is stored and nothing is executed. Every answer names its source and carries an AI-generated label.
Requirements
In order to use this app, an active Adviser Agent subscription account is required. Please contact C8 Technologies Ireland to request an account before installing the app.
Limitations
• Research and analytics only. Adviser Agent does not execute trades, place orders or connect to brokerage accounts.
• Not personal financial advice. Answers are informational; the adviser remains responsible for any recommendation to a client.
• Prices are end-of-day closing prices, not real-time quotes.
• Rebalancing proposals use C8's model weights; they do not take account of a client's tax position, costs or personal circumstances.
• Available in one-to-one chat with the agent and in Microsoft 365 Copilot; not in group chats or channels.
• English only.
Getting started, help and support
• Get started and sign up: https://c8-technologies.com/adviser-agent/support
• Help and documentation: https://c8-technologies.com/adviser-agent/support
• Contact us: support@c8-technologies.com
Your data stays private and is never used to train AI models.
App capabilities
- Can send data over the Internet
- This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. Other items in your mailbox cannot be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.