Your SmartAdvisor savings rate is a rules problem
When savings performance gets questioned, the platform usually isn't the problem — the Capstone configuration is. Where to look first.
Insights
Notes from inside the platforms that price your bills.
Bill review, SmartAdvisor®, Capstone® rules, PPO repricing, and the automation that removes manual handoffs. Written for the people who do this work.
I designed nine AI employees. None of them has worked a day.
A mid-build status report instead of a launch announcement — nine scoped agent roles, one real report, and zero unattended runs so far.
What my AI assistant is not allowed to do
The interesting engineering in an AI agent is not what it can do. It is what it cannot — and those limits have to be code, not prompt text.
"Enabled" is a claim, not evidence
Software you depend on will not fail loudly — it reports that it is fine. The green lights in my own systems that meant nothing, and what to test instead.
Custom software has been reborn — and this time, business owners are the developers
Custom software was expensive because translation was expensive. AI coding tools collapsed that layer — and lifted a career-long constraint.