Portage Point's 36 wealth-management finance use cases, mapped to the nine reusable BetterBrain agents that power them. Click an agent to see every use case it unlocks. Click any use case for what it is, the BetterBrain work it builds on, and what would be new.
How to read this. Rows and columns are Portage's one-pager: six finance areas, each split into Automate, Insight and Optimize. Each card is one of their use cases.
Tags name the BetterBrain agents that would power it (green = built, amber = partly built). The same nine agents repeat across all 36 cards.
Effort is shown twice: Demo is what it takes to show it on mock data; Prod is what it takes to run it for real at a client. Low days, reuse as is Med 1–3 weeks, configure + client logic High needs client data history, custom models or ERP write-back controls ● already shown in our AP demo