We Let Our Financial Planners Write the Agents — Matthew Ragone, Range
Non-technical financial planners at Range built their own AI agents without writing code
“The agent does not send anything on its own. The planner checks each recommendation before the client sees it.”
A certified financial planner at Range describes how their planning team—none of whom can write code—built and deployed AI agents for client work in a regulated environment. The key insight is that the real productivity unlock was parallelism (agents working on one client while the planner is on a call with another), not speed. The methodology emphasizes human review at every step and firm-specific context over generic financial knowledge.