Razeen begun, this week, enabling the use of its AI Agent Platform to support advisory services as part of the company’s direction to enhance client experience and strengthen financial understanding before decision-making.

In its current phase, the platform is designed to function as a support layer that helps clients better understand and discuss their advisor’s recommendations, improve learning, and explore different scenarios they want to evaluate within their Wealth Development Plan, including financial planning.

A Support Layer That Improves Decision Quality

The AI Agent Platform aims to help clients:

• Understand advisor recommendations through simplified, structured explanations.
• Increase financial literacy and improve the quality of client–advisor discussions.
• Explore multiple scenarios and understand the potential impact of different choices on their goals.

Specialized Agents Based on Client Needs
The platform currently includes two supportive agents, each with a clear focus:

Wealth Development Agent
A digital assistant that supports clients in understanding and developing their Wealth Development Plan, including financial planning. It helps clients explore different scenarios, assess trade-offs, and understand the rationale behind the advisor’s recommendation.

Financial Analysis Agent
A digital assistant designed to support investors with analytical insights, serving:
Active investors and traders and Long-term investors by providing educational and analytical support across: Technical analysis, Fundamental analysis, and Financial analysis

Important Notice
Razeen Financial emphasized that the AI agents *do not currently handle clients’ personal information. Their role is limited to *supporting learning and discussion around the advisor’s recommendation, and they are not a substitute for the licensed human advisor or official advisory channels.