Best-interest suitability review
suitability_checkThe compliance review a robo-advisor or advisory agent should run before recommending a portfolio to a person: compares the proposal with the client's age, horizon, risk tolerance, liquidity needs and experience under Reg BI / fiduciary standards, flags complex products, and returns a timestamped, hashed suitability memo for the audit file. Price: $0.03.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client | Yes | ||
| products | No | Complex products included. | |
| allocation | Yes | Weights by asset class: equity, bonds, cash, alternatives, crypto... summing to 1. | |
| annual_fee_pct | No | All-in annual cost (advisory + fund expenses). | |
| max_single_position_pct | No |