Portfolio Drift & Rebalance Alerts for Benefits Brokers with Ease
The Problem
Employee Benefits portfolios drift past tolerance in Applied Epic between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.
What We Build in Ease
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Ease — uses the native API or agent integration so nothing leaves the system of record.
Ease Integration Approach
Audit your Ease configuration
We map the specific Ease objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
Build on the Ease API or agent
Integration happens inside Ease — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Ease with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Ease instance
30-minute call. We'll look at your actual Ease setup and show exactly how this workflow fits.