# Portfolio Drift & Rebalance Alerts for Estate Planners with WealthCounsel

> 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 WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [WealthCounsel](https://calish.com/workflows/tool/wealthcounsel/)
- **Role:** [Estate Planner](https://calish.com/workflows/for/estate-planner/)
- **Specialty:** Estate Planning Advisory
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-estate-planner-with-wealthcounsel/

## The Problem

Estate Planning Advisory portfolios drift past tolerance in WealthCounsel between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.

## What We Build in WealthCounsel

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 WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.

## WealthCounsel Integration Approach

1. **Audit your WealthCounsel configuration.** We map the specific WealthCounsel objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
2. **Build on the WealthCounsel API or agent.** Integration happens inside WealthCounsel — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in WealthCounsel with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Portfolio Drift & Rebalance Alerts for Estate Planners](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-estate-planner/)
- AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.

## Other WealthCounsel Automations

- [Client Questionnaire Intake & Translation for Estate Planning Attorneys](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-estate-planning-attorney-with-wealthcounsel/)
- [Trademark Docketing & Renewal for Estate Planning Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-estate-planning-attorney-with-wealthcounsel/)
- [Patent Prior Art Search for Estate Planning Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-estate-planning-attorney-with-wealthcounsel/)
- [Estate Distribution & Beneficiary Tracking for Estate Planning Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-estate-planning-attorney-with-wealthcounsel/)
- [Medical Records Retrieval & Chronology for Estate Planning Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-estate-planning-attorney-with-wealthcounsel/)
- [Demand Package Drafting for Estate Planning Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-estate-planning-attorney-with-wealthcounsel/)
- [Closing Checklist & Disclosure Packet for Estate Planning Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-estate-planning-attorney-with-wealthcounsel/)
- [Employment Handbook & Policy Updates for Estate Planning Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-estate-planning-attorney-with-wealthcounsel/)

---

Book a free 30-minute consultation: https://calish.com/contact