Research OS
Vendor PDFs, emails, and data feeds are ingested automatically. AI agents extract structure, build citation maps, and produce investment-grade summaries. Your team starts Monday with synthesized analysis, not a backlog.
The AI Platform for
Wealth Management
10 specialist AI agents automate research synthesis, ETF comparison, IC memo drafting, compliance checks, and quarterly reporting — end to end.
Book a DemoTwo Layers. One Operating System.
Wealth Agents works the way your team works — conversationally and through structured views.
Layer 1
Conversation Layer
Talk to your agents like you would talk to a senior analyst. Ask questions, give instructions, get answers with real data. The CIO Orchestrator coordinates the team. Specialist agents handle deep analysis.
Layer 2
Structured Workspaces
Behind the conversation, all work is organized: Research Library, Product Library, Due Diligence Pipeline, IC Memos, Model Portfolios, Client Profiles. Navigate to any workspace for detailed views — and call agents from inside any screen.
The magic: agents live in both layers. From the chat, they save work into workspaces. From any workspace, you can open the agent chat with full context. One connected system.
From research to delivery.
Every step your firm currently does by hand, email, and spreadsheet — automated and connected.
Product Library
Every ETF, fund, and instrument has a live product card with real-time pricing, peer comparisons, overlap analysis, and an Include/Watchlist/Exclude verdict with evidence packs.
IC Governance
Investment committee memos draft themselves from current market data and product intelligence. Delta-since-last-IC comparisons show exactly what changed. Decision attribution tracks outcomes over time.
Model Portfolios
Named model portfolios are versioned objects linked to IC decisions. Client assignment enforces suitability. Drift monitoring catches accounts that have deviated from target.
Compliance Controls
Every artifact passes through an automated checkpoint: attribution verification, PII detection, licensing policy enforcement, and regulatory retention rules — before anything leaves the firm.
Client Deliverables
Approved research, IC communications, and quarterly performance reports packaged into branded, segment-specific documents. Every published artifact carries a complete provenance chain.
Connects to Your Stack.
Live integrations today. More arriving every quarter.
Live Now
- Live market data (pricing, fundamentals, ETF holdings)
- Multi-agent AI orchestration engine
- PDF research ingestion and parsing
- Branded report generation (PDF export)
- Microsoft Outlook / Gmail integration (research inbox)
- Interactive Brokers (live positions and balances)
- Workflow Builder (custom multi-step automations)
Coming Soon
- Bloomberg data feed
- SSO (SAML/OIDC)
- Additional custodian integrations
How Wealth Agents compares.
Addepar shows you what the portfolio looks like. Wealth Agents tells you why, what to do next, and writes the compliant client communication.
| Capability | Wealth Agents | Addepar / Orion | Frankenstack | Generic AI |
|---|---|---|---|---|
| Research synthesis pipeline | — | — | — | |
| Structured product library | Basic | — | — | |
| IC governance workflow | — | — | — | |
| Model portfolio management | — | — | ||
| Embedded compliance controls | Basic | — | — | |
| Branded client deliverables | Reports only | — | — | |
| Complete audit trail | Partial | — | — | |
| Specialist AI agents | — | — | Generic | |
| Implementation time | Weeks | Months | Existing | Instant |
Simple, predictable pricing.
Per-person pricing. No implementation fee. Cancel anytime.
Essentials
$249/person/month
Minimum 2 users
Everything a small team needs to replace the Frankenstack.
- Research OS
- Product Library
- Basic IC Governance
- 3 Model Portfolios
- Compliance Controls
- Full Audit Trail
- US and EU Data Residency
- Email Support (48h)
Implementation included
Get StartedMost Popular
Professional
$449/person/month
Minimum 3 users
The complete operating system for growing wealth management firms.
- Everything in Essentials
- Advanced IC (Scenarios, Delta, Attribution)
- Unlimited Model Portfolios
- Branded Client Reports
- Client Portal
- SSO Integration
- Dedicated VPC
- Priority Support (4h)
Implementation included
Get StartedEnterprise
Custom
Unlimited users
For firms with specific regulatory, integration, or infrastructure needs.
- Everything in Professional
- Custom Compliance Rules
- Custom Integrations
- Dedicated Infrastructure
- On-Premise Option
- Dedicated Account Manager
- Custom SLA
- Training Program
Custom SOW
Get StartedFrequently asked questions.
Common questions about AI for wealth management workflows.
AI agents can automate the most time-consuming parts of wealth management — ingesting and synthesising vendor research, comparing ETFs and funds, drafting investment committee memos, running compliance checks on every outgoing document, and packaging approved content into branded client reports. Wealth Agents replaces a fragmented stack of spreadsheets and manual processes with a single connected workflow where AI handles the repetitive work and humans retain every decision.
Yes. The IC Memo Agent in Wealth Agents drafts complete investment committee memos using live market data, your product library verdicts, and the latest research syntheses. It automatically includes delta-since-last-IC comparisons, scenario analysis, and attribution data. Every memo is a draft — a named human approver reviews and signs off before anything proceeds. AI prepares; humans decide.
Wealth Agents automates quarterly client attribution end-to-end. The Compliance Agent verifies attribution figures, the Client Reporting Agent packages them into your branded templates, and the Approval Agent routes the finished reports to your team for sign-off before distribution. What previously took 3–5 hours per report cycle takes under an hour — with a complete audit trail attached.
Every piece of content that leaves Wealth Agents passes through the Compliance Agent, which runs attribution verification, PII detection, licensing policy enforcement, and regulatory retention checks automatically. All AI-generated content carries a complete provenance chain — source documents, extraction timestamps, and the human approval record. The platform is designed for firms operating under MiFID II and SEC obligations.
Independent and boutique wealth management firms need tools designed for their scale — not enterprise platforms that cost six figures and take six months to implement, and not generic AI that has no financial compliance context. Wealth Agents was built specifically for 3–15 person wealth firms: specialist AI agents, embedded compliance controls, US and EU data residency, and a 2–4 week implementation timeline.
Wealth Agents goes from signed contract to daily operational use in 2–4 weeks. Implementation includes data residency configuration, integration with your existing data feeds, compliance rule setup, and team onboarding. There is no multi-quarter migration or dedicated IT team required.
Your firm's data is processed by our AI infrastructure solely to provide the Service. Your data is never used to train AI models. We offer both US and EU data residency options as a standard feature. All data is encrypted in transit (TLS 1.2+) and at rest. We maintain a complete audit trail of every agent action and every human approval. See our Privacy Policy for full details.
Wealth Agents starts at $249/person/month (Essentials) and $449/person/month (Professional). A 5-person team pays $1,245–$2,245/month total. There is no implementation fee — setup is included in the subscription. Enterprise pricing is available for larger firms with custom infrastructure or integration requirements.