(03) Advisors
Six advisors sign every move.
Each one is certified, and named.
The AI drafts. One of these six people reads the draft, checks it against your plan and signs it, or doesn't. Their names are on every line of your journal.
On duty this morning: Dana Okafor, CFP®
(01) This week on the desk
Someone is always on duty. From 06:42 to the close.
Drafts are signed by the advisor on duty when yours is away. The median draft is signed 46 minutes after the pass.
Shift
Tue · today
06:42 – 12:00
Dana Okafor
12:00 – 16:00
Kenji Arai
46 min
(Median draft to signature, 2026)
(02) The advisors
Six people, six books of households. No more than 170 each.
(03) How an advisor signs
Five questions before a signature. Every draft, every time.
01
Read the reason
What the AI saw, and the clause it cites.
02
Check the clause
Is the rule still right for this household this month?
03
Check the tax
What the move realises this year, and in which account.
04
Call if it’s large
Above $250,000, the household says yes first.
05
Decide
Sign, edit, defer or decline. The reason goes in the journal.
(04) Credentials
What the letters mean. Fiduciary at all times.
Every advisor at Tranche acts in your interest, by law and by contract. Here is what each title asks of them.
CFP®
Certified Financial Planner
Planning, retirement, tax and estate, under a fiduciary duty. Granted by the CFP Board.
CFA
Chartered Financial Analyst
Portfolio construction and investment analysis. Granted by CFA Institute.