Unified Wealth Infrastructure
Replace fragmented tools with a single, intelligent platform to:
- Integrate with first and third-party systems
- Leverage a multi-custodial view of your data
- Harness open APIs through a single control plane
The Agentic Wealth OS
Unifying your entire wealth ecosystem.
Connected workspaces for advisors, operations, and clients, where AI does more than assist, it completes workflows, orchestrates oversight, and delivers real results.
The Agentic Wealth OS eliminates swivel-chair workflows by coordinating data, logic, and actions across platforms.
The Advisor Workspace
Run the entire client lifecycle from a single, intelligent environment.
A purpose-built advisor workspace where prospecting, onboarding, planning, portfolio actions, and servicing flow together in one connected experience. With agentic AI woven into the fabric, advisors move from intent to completed task in seconds, initiating account actions and triggering multi-step workflows across systems. Real-time, multi-currency and multi-custodial data powers next best actions and background execution, reducing manual work so advisors can focus on deepening relationships and growing revenue.
Proactive Task Queue
AI-generated tasks surface the right action at the right time.
360° Client View
Unified client profiles aggregating data from every connected system.
Live Portfolio Insights
Real-time performance, drift alerts, and rebalancing triggers.
Built-in Compliance
Suitability checks and audit trails baked into every workflow.
The Operations Workspace
Firmwide oversight, real-time supervision, and operational scale on one control plane.
A unified supervisory and operations hub where compliance, risk, approvals, and advisor activity are continuously monitored and intelligently orchestrated. Agentic AI automates review cycles, flags exceptions, routes approvals, and completes operational processes with full auditability and governance built-in. Instead of reacting to fragmented data and manual queues, home office teams operate with a live, end-to-end view of the business ensuring growth never outpaces control.
Multi-Advisor Dashboard
Monitor all advisor books from a single, filterable view.
Regulatory Reporting
Automated report generation for regulators and auditors.
Multi-Region Support
Multi-currency and multi-language support out of the box.
Data Governance
Role-based data access enforced at the platform level.
The Client Portal
A real-time, collaborative wealth experience that turns client intent into action.
A modern, unified client experience where investors can see their full financial picture, interact with their advisor, and take action from web or mobile. Clients can initiate service needs, access insights into their financial health, and receive proactive, multi-language engagement powered by AI.
Every interaction is instantly reflected across the advisor and operations experience, creating a transparent wealth journey.
Document Vault
Centralized storage for statements, tax docs, and agreements.
Real-Time Status Updates
Live visibility into onboarding, account changes, and service requests for a fully transparent experience.
Net Worth Dashboard
A real-time view of total wealth across accounts, assets, and liabilities in one unified experience.
Agentic-Powered Onboarding
Your advisor leverages intelligent automation to pre-fill information, guide next steps, and accelerate account opening, so you can get started in minutes.
Agentic AI Execution Layer that turns natural language into completed work.
All with embedded approvals, governance, and compliance.
KYC collection and tracking, beneficiary documentation workflows, automated onboarding checklists, secure document upload and storage, AI-driven data extraction to auto-populate forms, team-assigned onboarding tasks, client-ready document generation, and multi-currency and multi-language support. The agent accelerates onboarding by extracting data, initiating tasks, and coordinating approvals to reduce manual handoffs.
Account application orchestration, household and relationship mapping, automated compliance checks, approval routing workflows, centralized activity logging, and advisor-to-operations coordination. The agent initiates applications, validates information, and moves approvals forward to keep accounts progressing without delay.
Fund transfers, contributions and withdrawals, rollover processing, compliance review triggers, and fully tracked, auditable activity across all transactions. The agent executes routine actions, flags exceptions, and ensures transactions move through policy-aware workflows accurately and securely.
Unified client and household records, net worth tracking, relationship mapping, customizable fields and tagging, prospecting tools and pipeline management, meeting preparation support, calendar and task synchronization, email integration, communications audit trails, and structured ongoing service workflows. The agent surfaces insights, prioritizes opportunities, prepares summaries, assigns follow-ups, and helps advance prospects and complete everyday servicing work so advisors stay focused on growing relationships.
Intelligent document management embedded directly into the client lifecycle. Automatically generate and present required agreements based on account type, product selection, and client attributes, with built-in e-signature support and secure portal delivery. The agent can read and extract key data from uploaded documents, surface missing requirements, create client briefings, and intelligently sort and tag files within the profile, keeping records organized, compliant, and instantly accessible for advisors and clients.
Contextual messaging tied directly to workflows, centralized activity streams, conversational AI to search, ask, and initiate actions, AI-generated client summaries, unified messaging and task coordination, a centralized execution terminal, and real-time visibility across advisors, operations, and home office teams. Integrated with your existing chat tools, including Microsoft Teams, the agent works within this shared space to coordinate work, initiate tasks, and keep everyone aligned.
Policy-aware workflow triggers, approval-driven processes, fully auditable activity logs, communications archiving, automated follow-up enforcement, and support for multi-jurisdictional compliance requirements. The agent enforces rules in real time, validates required steps, and helps execute corrective actions before issues escalate.
One data model. One control plane. One experience.
Collaborative Execution Layer
Where advisors and AI agent coordinate work together:
- Messaging and workflows connected in one stream
- Leverage natural and conversational interaction
- Voice-to-Text Command executions
Agentic Operations
Self-orchestrating workflows that:
- Reduce manual touchpoints
- Eliminate re-keying
- Prevent errors before they happen
System-Enforced Compliance
Agentic compliance with governance and guardrails:
- Real-time policy validation
- Automated approval orchestration
- End-to-end traceability across every action
Secure and Intelligent Integrations.
Ready to get started
Experience the future of wealth management, tailored to your firm's needs.