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.
Bring client information, documents, meetings, tasks and AI-powered workflows into one connected workspace across desktop and mobile.
Client File gives every team one current view of the client. WealthAi connects relationship data, communications, documents, tasks and portfolio context, then uses AI to keep the record useful and the next action clear.
Bring identity, household, objectives, holdings, documents and every interaction into one client record.
Turn meetings, emails and activity into structured notes, tasks and follow-ups without repeated data entry.
Surface service needs, missing information, review points and relationship opportunities from current client context.
One current record for every client relationship
Shared across advisory, compliance, risk and operationsAdvisors, 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.
Use the Assistant to prepare for meetings, capture conversations, surface next steps and keep client work moving.
Key capabilitiesOne 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.
Put AI to work across advisory, onboarding, compliance, risk and operations, and move from isolated use cases towards a more AI-native operating model.
People and specialised agents work from the same operating context, moving between information, decisions and action.
Assistant · Client File · Meeting Intelligence · Tasks · Agents
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
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
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
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
Bring holdings, positions, transactions and account data together across custodians and banks, then put that data to work across WealthAi.
Connect to the financial institutions your firm already works with and bring wealth data into one environment.
Combine holdings, positions, transactions and account information across multiple sources.
Use connected wealth data across client servicing, portfolio workflows, reporting and AI-powered processes.
Bring existing systems into the operating layer, then extend workflows with specialist onboarding, verification and investment intelligence.
Link CRM, email, portfolio management and back-office platforms so WealthAi can use the data and context already inside your firm.
Trigger IDV, PEP and sanctions screening, KYC and account opening as part of the client journey, without pushing teams into separate tools and processes.
Pull market data, research, funds data and specialist applications directly into client, investment and operational workflows.
Available through WealthAi
Choose the approach that fits how your organisation operates, then explore the option that best matches your needs.
Use a packaged WealthAi workspace built around how advisory teams prepare, engage with clients, capture information and move work forward.
“A packaged AI workspace for independent advisory firms and smaller teams.”
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.
A 30-minute walkthrough of the workflow that matters most to your firm.