AI lowered the cost of building software. It also changed what the software should be, and what the company around it should look like.
This episode covers the five decisions that follow once an agent is a user of the software, what changes in the firm's roles, why incumbents end up with an annex beside the old core, what still gets rented, and three counters to the argument.
WilliamFrank is one integrated set of agentic rails for a wealth team: mail, calendar, messages, projects and tasks, people and households, and files, with an agent in every one.
I'm building it in the open with a founding consortium of advisors. Apply at
williamfrank.ai.
- (00:00) - The fifth part
- (00:37) - What changes when the agent is a user
- (01:32) - Five decisions
- (02:48) - Now the company
- (03:39) - Three places the firm changes
- (04:40) - Why from scratch
- (05:43) - Designed together
- (05:59) - What to rent
- (06:44) - Three counters
- (07:59) - One number
- (08:23) - Agentic wealth
- (09:19) - The founding consortium
What is WilliamFrank?
Agentic wealth — unlocking the agency of advisors and planners.
Bill Woodruff, CAIA, has been in the investment industry since 2002. Each episode looks at rebuilding wealth management services around AI agents.
WilliamFrank is an AI harness for wealth teams, built in the open with a founding consortium of advisors. Apply at williamfrank.ai.