Three Layers.
One Platform.Your Rules.
Personalized client guidance, institutional intelligence, and portfolio analytics — unified in one platform you control.
Intelligent Financial Conversations
Real-time dialogues that adapt to each client's goals and market conditions.
Client Profiling & Sentiment Analysis
Build rich client profiles and adapt advice based on emotional cues and engagement patterns.
Smart Follow-Ups
Automated prompts that uncover deeper insights and reduce manual discovery.
Live Portfolio Insights
Track performance metrics and risk factors in real time—no lag, no missed opportunities.
Diversified portfolio with strong tech presence and crypto exposure
Allocation
1. Client-Facing Copilot
Natural language conversations that help clients understand their wealth — the first moment of clarity.
When a client asks “How is my portfolio doing?” or “Should I be worried about interest rates?”, they get an instant, personalized response grounded in their actual holdings, goals, and risk profile.
2. Institutional Intelligence Layer
Every response passes through your policy layer before reaching the client.
Responses draw from market data, your research, and your investment philosophy — not generic AI.
Define guardrails for product suitability, risk tolerance, house view on asset classes, and regulatory disclosures.
Every recommendation includes data sources and reasoning paths for compliance review.
Client Question → RAG Retrieval → Policy Check → Response
3. Portfolio & Behavioral Intelligence
Real-time insights on holdings, intent signals, and engagement patterns that flow to your advisors.
Track performance, allocations, and risk factors across client portfolios in real time.
Every client question is scored and categorized. “When should I retire?” signals a life event. “What's happening with tech stocks?” signals sector concern.
Qualified signals flow to advisors with full context — meeting prep, talking points, recommended actions.
Access 250+ global exchanges, 180+ crypto exchanges, and comprehensive fundamental data. See full data coverage →
Security & Compliance
Our generative AI platform is built on a scalable architecture designed for regulated financial institutions, family offices, and advisors — with enterprise-grade security at every layer.
Certifications
- ISO 27001 compliant
Regulatory Alignment
- MAS Technology Risk Management Guidelines
- DORA readiness for EU institutions
- FCA operational resilience requirements
Data Residency
Deploy in your preferred region — Singapore, EU, US, or on-premise.
AI Governance
Explainable AI with full audit trails. No black boxes.
Common Questions
What happens when the AI gets something wrong?
Every response is grounded in verified data sources with full audit trails. When confidence is low or the question falls outside policy guardrails, the copilot escalates to a human advisor rather than guessing. You define the escalation rules.
How does this integrate with our existing systems?
We integrate via API with major CRMs (Salesforce, Microsoft Dynamics), portfolio systems, and core banking platforms. Most integrations take 2–3 weeks. We don't require you to replace anything — we sit on top of your existing stack.
What's the commercial model?
We price on a revenue-share basis tied to measurable outcomes — so our costs scale with the value we deliver. Contact us for specific pricing based on your scale.
Ready to transform your wealth management practice?
Join leading institutions in delivering AI-powered, personalized wealth management at scale.