For independent wealth managers
Your PMs spend more time searching for data than making decisions. We fix that.
The reality today
Meeting prep takes 30–60 minutes per client
Your PMs pull data from the PMS, check performance, dig through notes, review guidelines - all manually, before every single client meeting.
No cross-portfolio visibility
Want to know where you hold Nestlé across all mandates? That means clicking through every portfolio one by one.
Compliance monitoring is manual
Investment guideline checks happen in spreadsheets - or not at all. Breaches are discovered during audits, not in real time.
Client knowledge is scattered
Meeting notes live in Outlook, CRM, Excel, and people's heads. When someone is sick or leaves, the knowledge goes with them.
Reporting eats days, not hours
Quarterly reports mean days of copy-pasting data into Word templates. For every single client.
What we solve
Portfolio Assistant
Ask a question in plain language - get answers in seconds, across all mandates. Performance, allocation, positions, compliance, everything.
Investment Guidelines Monitor
Real-time compliance checking across every mandate. Green, yellow, red - at a glance. No more spreadsheet tracking.
Meeting Briefing
One command generates a complete briefing: portfolio snapshot, personal client notes, open follow-ups, suggested talking points. In seconds, not 45 minutes.
Earnings Call Agent
Upload an earnings call, check it against client guidelines and risk profile, generate a pitch-ready investment PDF - personalized per client.
Follow-up Tracking
After a meeting, dictate your notes. The agent extracts tasks, sets reminders, and surfaces them in the next briefing. Nothing falls through the cracks.
Email Generation
Draft personalized follow-up emails based on the meeting context. Review before sending - human in the loop.
One platform, any system
Our platform sits on top of your existing infrastructure and connects everything through a standard integration layer. No rip-and-replace. No migration. Just AI that works where you work.