Solutions / Wealth Agent

Intelligent Support in Wealth Management, End to End.

Specialised AI agents work together to transform how relationship managers advise clients, with compliance built in at every step.

In development withStandard Chartered Bank

Wealth advisors drown in data. Clients wait for insight.

CIO research updates, portfolio analytics, market signals, compliance rules: relationship managers juggle dozens of systems to prepare a single client conversation.

The Wealth Agent connects every source, surfaces what matters, and drafts what is needed, so the RM focuses on the relationship.

The Agents

Three agents. One intelligence layer. You in control.

01

RM Co-Pilot

Proactive Intelligence for Every Client Conversation

  • Collects all relevant information to prepare client meetings
  • Surfaces which clients need attention based on portfolio events and market signals
  • Drafts client communications in the right tone, checked for compliance
RM Co-Pilot, Meeting briefing
02

Portfolio Narrator

Your Portfolio Speaks in Your Client's Language

  • Checks portfolio positioning against the CIO house view
  • Explains performance in plain language with real impact figures
  • Suggests rebalancing when positions drift from target allocation
Portfolio Narrator, Client narrative
03

Investment Advisor

From CIO Research to Client-Ready Recommendation

  • Maps CIO research changes to each client's portfolio and risk mandate
  • Drafts personalised recommendations with suitability rationale
  • Pre-checks compliance, then queues for RM approval with full audit trail
Investment Advisor, Review queue

The Outcome

What changes when research meets every portfolio.

From hours to minutes

Meeting preparation time

Automatic briefings replace manual research across CRM, portfolio systems, and CIO publications.

100%

CIO research coverage

Every signal is mapped to every eligible client. No opportunity is missed because an RM was busy.

Built-in

Compliance at every step

Suitability, cross-border rules, and product governance checked automatically before the RM sees the recommendation.

Full

Audit trail, by design

From CIO signal to client communication. Every decision is traceable, every action is logged.

Three agents working together so every client gets the attention they deserve.

See the Wealth Agent in action.

We will walk through a real advisory workflow, from CIO signal to client communication.