Advisor Workspace
Tax-aware proposals, drafted by AI and approved by you
Rhea builds personalized, auditable investment proposals for high-net-worth clients. At every step the engine proposes — intake defaults, a column mapping, a bucketed plan, a transition, the written proposal — and you review, edit, and approve before anything is final.
Demo · Hero client
The Hartwell Family
~$15M across taxable and trust accounts in New York, anchored by a $4.0M low-basis NVDA position. Exercises the full engine: a Treasury ladder, a collar overlay on the concentrated stock, a gated alternatives sleeve, and a multi-year tax-aware transition.
In-progress proposals
The Hartwell Family
Taxable + Trust · New York
Dr. Lillian Okafor
IRA-Retirement · Florida
Mateo & Sofia Reyes
Joint Taxable · California
Illustrative demo with seeded/mock data. No real backend, no real money, and not tax or investment advice. All figures are illustrative.