Agents are best suited to analyze a client's current asset allocation and determine how to liquidate assets to raise $100,000 for a tax bill.

“So in this example, um, when, uh, when the client emails us, uh, with this whole tax bill, there's a, there's a piece of the analysis of, like, where is this client's money allocated today, and what is the most optimal way, um, to liquidate some of that to, to produce $100,000?”

“That is best suited for agents-”

“... to take on as an analysis task.”