Bring your core systems into the operating layer.
Link CRM, email, portfolio management and back-office platforms so WealthAi can use the data and context already inside your firm.
- CRM
- PMS
- Back office
Product
One intelligent operating layerfor wealth management, by WealthAi.
Use the Assistant and Client File for everyday work, deploy specialised agents across key workflows, and connect everything through a platform that brings together your systems, data, models and controls.
For your teams
Start every task with the full client picture.
Briefings, prep, drift alerts and suitability reviews all draw on one record, so teams spend their time deciding, not gathering.
- Questions answered from the client’s own portfolio
- Workflows for prep, research, review and compliance
- Pick up on mobile where you left off at your desk
Client File
One client file your whole firm can act on.
Conversations, research, paperwork and sign-off land in one place. Advisers spend less time on admin, and every team works from the full picture.
Closed-loop orchestration
Carry context across every WealthAi workflow.
Advisors, compliance, risk, operations and investment teams work from the connected closed loop, so information moves with the work instead of getting lost between people, systems and processes.
One interaction can update the client record, trigger a compliance review, create an operational task, surface a risk action and inform the next client conversation without teams recreating the same context.
Agent library
Deploy specialised WealthAi agents across the workflows that run your firm.
Put AI to work across advisory, onboarding, compliance, risk and operations, and move from isolated use cases towards a more AI-native operating model.
Front Office
07- Advisory
- Research
- Meeting Prep
- Meeting Debrief
- Document Generation
- Digital Onboarding
- Investment Insights
Middle Office
09- Account Opening
- KYC & Onboarding
- Risk Management
- Market Abuse Reporting
- Client Dissatisfaction
- Vulnerability
- Positive Sentiment
- Transaction Reporting
- Suitability
Back Office
03- Operations
- Custodian Management
- Accounting & Reporting
Start with the agents you need today.
Expand into a more AI-native operating model over time.
Behind every workflow
The operating layer behind everything WealthAi can do.
The Platform connects the Assistant to specialised agents, firm data, existing systems, AI models and governance, creating one shared environment for work across front, middle and back office.
WealthAi Assistant + WealthAi Agents
People and specialised agents work from the same operating context, moving between information, decisions and action.
- Assistant
- Client File
- Meeting Intelligence
- Tasks
- Agents
Context across front, middle and back office
The knowledge layer brings together client, firm and workflow context, while orchestration connects users, agents, tools and data around the work being done.
- Advisory
- Investments
- Compliance
- Risk
- Operations
The right model for the right use case
Workflows can be routed across foundation models, open-weight models and deterministic logic depending on the quality, speed, cost and consistency required.
- Foundation models
- Open-weight models
- Rules-based logic
Connect the systems and services already around the firm
WealthAi connects to custodians, banks, internal systems, APIs and third-party services so workflows do not need to live inside another disconnected tool.
- Data aggregation
- Existing systems
- Custodians
- APIs
- Third-party services
Controls designed across the operating environment
Permissions, auditability, model governance and secure cloud infrastructure sit across the Platform rather than around individual point solutions.
- Permissions
- Audit logging
- Model governance
- Secure infrastructure
Data aggregation
0+
Custodian and bank connections.
Bring holdings, positions, transactions and account data together across custodians and banks, then put that data to work across WealthAi.
- 1
Connect custodians and banks
Connect to the financial institutions your firm already works with and bring wealth data into one environment.
- 2
Aggregate wealth data
Combine holdings, positions, transactions and account information across multiple sources.
- 3
Put data to work
Use connected wealth data across client servicing, portfolio workflows, reporting and AI-powered processes.
Connectivity & extensions
Make WealthAi work with the technology your firm already runs.
Bring existing systems into the operating layer, then extend workflows with specialist onboarding, verification and investment intelligence.
Run verification and onboarding inside the workflow.
Trigger IDV, PEP and sanctions screening, KYC and account opening as part of the client journey, without pushing teams into separate tools and processes.
IDVKYCPEP & sanctionsAccount opening
Add specialist intelligence where the workflow needs it.
Pull market data, research, funds data and specialist applications directly into client, investment and operational workflows.
Market dataResearchFunds data
Available through WealthAi
Find the right fit
Put WealthAi to work in your firm.
Choose the approach that fits how your organisation operates, then explore the option that best matches your needs.
Bring AI into everyday advisory work.
Use a packaged WealthAi workspace built around how advisory teams prepare, engage with clients, capture information and move work forward.
- Prepare for client meetings with the right context already surfaced
- Capture notes, actions and follow-ups automatically
- Search across client information, documents and communications
- Turn conversations into structured next steps
- Generate documents and support everyday advisory workflows
- Bring client work into one connected environment
For Advisors
A packaged AI workspace for independent advisory firms and smaller teams.
Book a meeting
See what WealthAi could change inside your firm.
Show us how your team works today and we'll show you how WealthAi can connect the people, systems, data and workflows around it. Whether the priority is adviser productivity, client intelligence, compliance, onboarding, portfolio oversight or operational efficiency, start with the workflow that matters most.
Talk to us
Tell us a little about your firm and we will get back to you.