Industry · Wealth managementAI for wealth management firms.
Your advisors spend their days in insurer portals, spreadsheet exports and suitability reports. We build the tools that do that work, so your advisors can truly devote their days to your clients.
The friction points of a wealth management firm.
The job is advice. Yet most of the week is absorbed by the data and administration around it.
Scattered data.
Every insurer and platform has its own portal, export format and codes. Getting a clean view of one portfolio takes hours of manual consolidation.
Rebalancing by eye.
Spotting underperforming funds, finding the right replacement in the insurer's range, costing the impact: it takes time, so it happens less often than it should.
Compliance absorbs the week.
Engagement letters, client questionnaires, suitability reports, anti-money-laundering checks. Essential, but written and checked by hand, file by file.
Knowledge that lives in people's heads.
A client's history, projects and concerns sit in the advisor's memory and inbox. When the advisor is away or leaves, that knowledge goes too.
What an AI-native wealth management firm looks like.
An AI-native firm already exists somewhere. It serves more clients per advisor, rebalances more often and documents better. Here is what changes:
| A firm today | An AI-native firm | |
|---|---|---|
| Portfolio view | Insurer exports stitched together in Excel, updated once a quarter. | Every position consolidated nightly, queryable in one question. |
| Rebalancing | Ad hoc, whenever the advisor finds time to open the file. | Every line screened monthly, proposals ready for sign-off. |
| Client meetings | An hour of prep rereading history and the latest statements. | A prep note ready before the meeting, with the points to cover. |
| Compliance | Documents written by hand, checked at the end of the chain. | Documents pre-filled from the file, gaps flagged before signature. |
| Firm memory | In advisors' heads and inboxes. | A shared Company Brain that survives departures. |
We build a Company Brain that connects your business software without replacing it, then build custom AI agents on top of it.
company memory.company‑brainevery portfolio screened each month
prep notes ready before each meeting
documents pre-filled, gaps flagged
client reports written and annotated
What we build for a wealth management firm.
Tools connected to your real data, not demonstrations. Every use case starts from how your firm works today.
Portfolio rebalancing
Insurer exports, fund universe, market dataA tool that benchmarks each fund against its category, flags the laggards, suggests replacements in the insurer's range and costs the impact on fees. The advisor decides, the tool writes it up.
Meeting preparation
Portfolio software, emails, meeting notesBefore each meeting, a note summarising the client's situation, contract changes, upcoming deadlines and topics to raise, drawn from the file and your past exchanges.
Regulatory documents
Client file, risk profile, firm templatesEngagement letters and suitability reports pre-filled from the client file. Inconsistencies with the risk profile are flagged before sending, not during an audit.
Client reporting
Consolidated positions, performance, commentaryPeriodic reports written in plain language, tailored to each client, explaining what moved and why. No more copy-pasting tables.
Product and regulatory watch
Public sources, insurer documentationAn agent that tracks new funds, changes at your partner insurers and regulatory updates, and flags what affects your clients.
A custom rebalancing tool for a wealth management firm.
Investimium, a French wealth management firm, rebalanced its life insurance contracts by hand: spotting lagging funds, looking for replacements, costing the impact, then explaining the conclusions to the client.
We built a tool that covers the whole journey. It consolidates insurer data, benchmarks each fund against its category, suggests replacements and drafts the client report. The advisor keeps control of every decision.
Our way of working.
30 minutes.
Your situation, our method, and which block to start with.
A fixed price, set upfront.
One scope, one price, measurable success criteria agreed together. No surprises along the way.
In production within a few weeks.
5 days to interview the whole company, by our team or by our agents depending on your size, then what gets prioritized goes into production quickly. No endless pilots: systems that work.
Long-term support.
Training of your teams on the tools and agents deployed, maintenance of what was built, watch applied to your use cases, agents kept state of the art.
Your client data stays with you.
A wealth management firm handles some of the most sensitive data there is. Everything we build respects that.
The tools prepare, compare and draft. Every recommendation is still signed off by an advisor, in line with your duty of advice.
Your servers, your cloud or a sovereign host. Your data never trains a model.
Every proposal keeps a record of the data and rules behind it. Useful on the day of an audit.
Documented code, handed over. You own the tool, with no lock-in to a model or a vendor.
Frequently asked questions
What we get asked most in your industry. If yours is not here, ask us directly.
Yes, and that is often where the gain is most visible. In a firm of a few people, every hour spent on an export or a report is an hour less with clients. One well-targeted tool lightens the whole team's week for good.
No, and that is not the goal. Our tools prepare the work: consolidation, analysis, drafting. The recommendation and the client relationship stay with the advisor, who carries the duty of advice.
We start from your real sources: insurer portal exports, portfolio management software, internal files. When a source has no API, we work from its exports.
Data stays in the environment you choose, access is segregated and nothing is used to train a model. We document the processing for your GDPR records.
It depends on scope, but a first targeted use case is measured in weeks, not months. We go into specifics in the first call.
Let's talk about your firm.
30 minutes to understand how you work and pick the tool to start with.