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Private Wealth Daily
Wealth tech & AI · Video

Nucleus AI Workflow 1 — Send & Confirm a Risk Assessment + Frame the Conversation

It is a short demonstration of how an agentic assistant is being positioned inside an advisor's risk-assessment process, from sending the questionnaire to preparing for the client conversation. Advisors evaluating AI tools can see the specific prompts and step-by-step structure the vendor describes.

Plays here from the publisher’s YouTube channel. Nothing loads until you press play.3 min
On the publisher’s site

Summary

By the wealth tech & ai desk

A product walkthrough from Nitrogen (formerly Riskalyze) showing how its agentic AI agent, Nucleus, is used to send a risk questionnaire to a sample client, confirm and assign the client's Risk Number from the response, and ask for help framing a client-friendly conversation about the result. The video also covers a prompt asking Nucleus to explain how the Risk Number is calculated. Each request is presented as a separate, focused step within the workflow.

  1. Nucleus is described as Nitrogen's agentic AI agent, used here to send a risk assessment to a sample client named John.
  2. The workflow includes confirming and assigning the client's Risk Number from his response.
  3. Prompts shown include sending a risk assessment, explaining how the Risk Number is calculated, and asking how to discuss the result with a client.
  4. The video is part of a playlist covering portfolio analysis, retirement planning, reporting and meeting preparation.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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