Advisors have adopted AI fast. In Morningstar's 2026 advisor study, the share of advisors using no AI at all fell from 33% to 20% in a year, and 48% said AI has improved their day-to-day efficiency. Yet the same study found advisors still aren't getting their time back.
56% named administrative and operational work as a top barrier to the service they want to provide. Advisors spend 53% of their week on client work and would like to spend 63%, a gap of about four hours every week. As Morningstar's Joe Agostinelli put it, "AI is helping advisors run faster, but the treadmill is speeding up too."
The reason is simple. Most AI in advisory firms still waits to be asked: draft this email, summarize that meeting, answer this question. The routine that fills the week still falls on a person: sorting overdue tasks, chasing replies, deciding which contacts to call, preparing the weekly market update.
AI agents change that. Instead of answering one question at a time, an agent runs a repetitive workflow on a schedule and gets it done. That's what we built with Troy AI Agentic, now in beta inside LeadCenter: AI agents that run the repetitive, time-consuming work that eats your team's week, so your team can focus on client relationships.
An AI agent is a set of standing instructions that runs on its own, hourly, daily, weekly, monthly or quarterly. Agents can help with work like:
Every firm divides the work differently, so start with the routine, not the job title. Ready-made templates cover the most common routines, and you can describe any other routine in plain English.
Most AI agents can only see one tool. An email assistant sees your inbox. A note taker sees your meetings. But the routines that run an advisory firm cut across everything: who's overdue, who hasn't been contacted, which appointments are coming up, which campaign a contact came from.
Troy AI agents work inside LeadCenter, where your firm's marketing, scheduling, pipeline, client service, operations and financial accounts already live. That has three practical benefits:
"The investment in AI into LeadCenter has been really reassuring that we have a partner who understands where AI is going and how to leverage it in platform. Additionally, the ability to consolidate several systems into one platform makes onboarding, training and process execution much simpler."
Jonathan White, Marketing Director, Freedom Financial Group
If your firm already uses AI chat or workflow automation, here's where agents fit.
| Workflows | AI chat | AI agents | |
|---|---|---|---|
| Starts when | A rule is triggered | You ask a question | Its schedule comes up |
| Best for | Steps that should run the same way every time | One-off answers | Routines that need judgment |
| Result | The same action every time | An answer in the chat | The routine done: tasks updated, emails and campaigns drafted, a report of what changed |
Workflows follow the rules you set. Agents work out what needs attention: which overdue task matters most, which contact to call first, which email still needs a reply.
Setting up an agent takes a few minutes, and you don't need to write prompts from scratch.
Each run gets the work done, then leaves a short report of what the agent found and changed, with links to the contacts and tasks involved.
Advisors want AI to handle the admin, not the judgment. In one 2026 survey, 93% said they want the final say over AI output. Troy AI agents are built that way.
The usual answer to a heavier workload has been to hire. AI agents offer another one: pair your people with agents that take on the routine, so your team spends its hours on clients and decisions. It's what advisors are asking for: 59% want their administrative work automated (Edward Jones, 2026).
Think of it as a force multiplier. A 5-person firm can deliver the output of 50. A 50-person firm, the output of 500. Your team stays the same size. What it can deliver doesn't. And because agents run for cents a day, you can grow without adding headcount.
"This is an important step toward our vision of helping financial advisors scale their operations through 10x scaling."
Mustapha Ramadan, CEO and cofounder, LeadCenter.AI
No. Start from a ready-made template, or describe the routine in plain English. You can also dictate it.
No. Agents draft emails and campaigns and save them for your review. They never send or publish a campaign on their own.
An agent works with its owner's permissions and sees only what that person can already access. Choose "Visible only to me" to keep an agent private. Reports appear in LeadCenter and, if you choose, by email.
Run a test before you schedule it, so you see exactly what it will do. Every run is logged in the agent's history, and you can pause it anytime from its Actions menu.
Troy AI Agentic is available now in beta for LeadCenter firms. Over the next 6 months it will take on more of the routine, and connections to SharePoint, Google Drive and Microsoft OneDrive are in progress so agents can use the information your team keeps outside the CRM.
Book a demo and we'll walk through your firm's routines and show you which ones Troy AI agents could take first.
Already on LeadCenter? Open Troy AI agents in your left menu and start from a template.
