Meet Your New
Investment Team.
AI agents that run your research, IC, compliance, and client workflows — so your team of 5 operates like a firm of 30.
Powered by 12 specialist AI agents for wealth management
What changed since last IC? Summarize the key shifts and flag anything that affects our model portfolios.
Three significant changes since the March 12 IC:
Equity outlook upgraded — soft landing probability up from 45% to 62% on latest PMI and earnings data.
Two product verdicts changed — iShares Global Clean Energy moved to Include. Vanguard EM Bond downgraded to Exclude on duration risk.
Model impact — Balanced model equity target should shift 60% → 63%. Portfolio Intent drafted for your review.
Shall I route this to Risk and Compliance for approval?
Trusted by independent wealth advisors
12 AI Agents. One Operating System.
Each agent is a specialist — scoped permissions, defined outputs, auditable decisions. Together they run your firm's intelligence workflow end-to-end.
CIO Orchestrator
Routes context, orchestrates the team, and surfaces every decision
Reads
All agent outputs · IC decisions · Market signals
Produces
Executive summaries · Decision routing · Approval requests
Reports to
Investment Committee
Research Agent
Synthesizes vendor research into actionable memos
Reads
Vendor PDFs · Email research · Data feeds
Produces
Research summaries · Citation maps
Reports to
CIO Orchestrator
Product Library
Maintains live product cards with verdicts and evidence
Reads
Market data · Research Agent · IC verdicts
Produces
Product cards · Peer comparisons · Verdicts
Reports to
CIO Orchestrator
IC Memo Agent
Drafts IC memos with live data and scenario analysis
Reads
Product Library · Research Agent · Market data
Produces
IC memos · Scenario analysis · Delta reports
Reports to
CIO Orchestrator
Model Portfolio
Updates portfolio targets based on IC decisions
Reads
IC decisions · Suitability rules · Risk limits
Produces
Portfolio intents · Drift alerts
Reports to
CIO Orchestrator
Compliance Agent
Checks every artifact before it leaves the firm
Reads
Draft documents · Policy rules
Produces
Cleared artifacts · Violation flags
Reports to
Risk Agent
Suitability Agent
Validates client assignments against model portfolios
Reads
Client profiles · Model portfolios
Produces
Suitability reports · Override flags
Reports to
Risk Agent
Risk Agent
Monitors exposure, concentration, and policy limits
Reads
Portfolio data · Market data
Produces
Risk reports · Exposure alerts
Reports to
CIO Orchestrator
Client Reporting
Packages approved content into branded client documents
Reads
Cleared artifacts · Client profiles
Produces
Branded reports · Distribution lists
Reports to
Compliance Agent
Data Quality
Validates data integrity across all agent inputs
Reads
All data feeds · Market data
Produces
Quality scores · Anomaly alerts
Reports to
CIO Orchestrator
Monitoring Agent
Watches portfolios for drift and anomalies around the clock
Reads
Portfolio positions · Benchmarks
Produces
Drift alerts · Performance flags
Reports to
Risk Agent
Approval Agent
Routes decisions to named approvers and tracks sign-off
Reads
Pending decisions · Approver lists
Produces
Approval requests · Signed artifacts
Reports to
CIO Orchestrator
Hover any agent to see inputs, outputs, and reporting hierarchy. Every agent operates within defined permissions — no agent can exceed its scope.
Watch Your Agents Work.
Every morning, your AI agent team runs the disciplined research-to-client workflow a 30-person firm runs manually.
Research Agent
Ingests vendor data, produces structured summaries
Product Library
Updates product cards and verdicts in real time
IC Memo Agent
Drafts the committee memo with live scenario analysis
Human Approves
Named approver reviews and signs off
Model Portfolio
Updates targets and proposes rebalancing
Compliance Agent
Clears all artifacts before distribution
Client Reporting
Delivers branded communications to clients
Every handoff produces a structured artifact. Every artifact is versioned and auditable. No agent can bypass Risk or Compliance.
Your Week Without Agents.
Every boutique firm we talk to describes the same week.
47 unread vendor PDFs
With Wealth Agents
Research Agent already synthesized and prioritized them
45 min to answer one ETF question
With Wealth Agents
Product Library Agent answers in 30 seconds with evidence
2 days to build IC slides
With Wealth Agents
IC Memo Agent drafted the memo overnight with live data
Manual compliance check delays the report
With Wealth Agents
Compliance Agent pre-cleared it before you even asked
IC decision never reached portfolios
With Wealth Agents
Model Portfolio Agent updated targets and flagged drift
Built for the Workflows
That Eat Your Week.
Not a generic AI assistant. A team of specialists — each one built to eliminate a specific operational bottleneck.
Reports that build themselves.
Run the full attribution cycle — data ingestion, compliance check, branded report, client delivery. What takes 3–5 hours per report now takes under an hour, with a complete audit trail attached.
The 90-minute tax, eliminated.
Ops teams spend 60–90 minutes parsing buy/sell order emails every morning. The Data Quality Agent reads the inbox, extracts structured orders, and surfaces exceptions before 8am.
47 PDFs. One structured brief.
Vendor research arrives overnight. The Research Agent ingests, summarizes, and ranks every document by IC relevance before your team starts their day. Your CIO sees a brief, not a pile.
Draft ready before the meeting.
The IC Memo Agent drafts committee memos using live market data, scenario analysis, and delta-since-last-IC comparisons automatically. Your named approver reviews — not starts from scratch.
One Platform, Three Roles.
Every function in your firm gets something concrete back.
Relationship Managers
Focus on client conversations.
- Client documents arrive pre-cleared
- Portfolio updates happen automatically
- No compliance back-and-forth
- Attribution reports ready on demand
Operations Staff
The queue gets shorter every day.
- Morning email parse eliminated
- Reports build themselves
- Compliance pre-checks run in background
- Exceptions surface automatically
Research Analysts
Analysis — not admin.
- Every PDF already summarized and ranked
- IC memo in 20 minutes, not 4 hours
- Live scenario analysis on demand
- Research reaches the IC the same day
Talk to Any Agent, From Anywhere.
Ask questions, trigger workflows, challenge recommendations. The agents have context — across every workflow your firm runs.
What's the bull case for ASML right now?
Three catalysts in the next 90 days: EUV order backlog at record levels, Q2 guidance likely raised on TSMC capex signals, and consensus estimates still 8% below management's implied range. Thesis memo updated — want me to add it to the IC pipeline?
Compare iShares MSCI World vs Vanguard FTSE All-World
Key differences: iShares 0.20% TER vs Vanguard 0.22%. Vanguard includes EM at 12% weight. Holdings overlap is 78%. For your Balanced model, Vanguard gives broader exposure but adds EM volatility. Evidence pack attached.
Is the Q1 client report ready to send?
Cleared with one flag: performance attribution references a product downgraded after the report period. Added a footnote. All other checks passed — attribution verified, no PII detected, branded template applied. Ready for your approval.
What 12 Agents Save You Every Week.
hours recovered
per week, per team
Equivalent to half a full-time analyst.
| Workflow | Before | Recovered |
|---|---|---|
| Research intake | 4–6 hrs | 4–5 hrs |
| Product due diligence | 3–5 hrs | 3–4 hrs |
| IC memo preparation | 4–8 hrs | 4–6 hrs |
| Compliance review | 2–4 hrs | 2–3 hrs |
| Client reports | 3–5 hrs | 3–4 hrs |
| Portfolio updates | 2–3 hrs | 2–3 hrs |
| Total | 18–31 hrs | 18–25 hrs |
AI That Knows
Its Boundaries.
Human-in-Command
Agents recommend. Humans decide. Every capital and compliance decision requires named human approval. No exceptions.
Scoped Permissions
Each agent has explicit tool access, defined outputs, and hard boundaries. The Research Agent can't trade. The Execution Agent can't publish to clients. Deny by default.
Complete Audit Trail
Every agent action, every human approval, every artifact version — logged with timestamps and provenance. Pull the full decision chain in 60 seconds.