AI Agents for Financial Advisors.
Private, isolated AI agents that organize client data, build financial plans, manage portfolios, and handle research — so you can focus on your clients.
The Problem
Your tech stack shows you data. You still do all the work.
Scattered Client Data
Accounts, custodians, documents, CRM, planning software, reporting. A dozen disconnected systems. No single source of truth.
Passive Software
eMoney, MoneyGuide, Orion — they display data. They don't think, plan, or act. Every deliverable is still manual.
AI You Can't Use
Generic AI has no client isolation, no compliance infrastructure, no fiduciary-grade audit trails. Your compliance officer would never approve it.
The Solution
One agent that sees every client, does the work, and meets your compliance standard
Everything in One Place
Client accounts, documents, plans, and policies organized in a single encrypted vault per client.
An Agent That Acts
Not another dashboard. An AI agent that organizes, plans, analyzes, and generates deliverables.
Built for RIAs
Per-client isolation, end-to-end encryption, fiduciary-grade audit trails. Designed for regulated firms.
Meet the Agents
AI employees that work alongside you
Agents work like employees — they get their own credentials to Schwab, Fidelity, Redtail, the systems you already use. No integration buildout. No special APIs. Like onboarding a new hire.
Financial Planner & Organizer
Organizes your entire financial picture and builds comprehensive plans with Monte Carlo simulations.
Portfolio Manager
Monitors drift, executes rebalancing, and identifies tax-loss harvesting opportunities.
Research Analyst
Generates investment research memos and analyzes legislative changes.
Compliance Manager
Monitors regulatory changes and maintains audit-ready documentation.
Orchestrator
Coordinates all agents, manages handoffs, and prioritizes tasks.
Built for advisors and families
For Advisors
Scale without hiring. Agents handle planning, portfolio management, research, and compliance. You stay in control — agents propose, you approve.
- • 4-6 hours of plan prep automated per client
- • Daily portfolio review and rebalancing
- • Compliance monitoring and audit documentation
- • Research memos generated on demand
For Families & Family Offices
Direct access to institutional-grade AI wealth management — whether you work with an advisor or manage wealth independently. Your data stays in your own encrypted vault — designed for complete privacy.
- • Institutional-quality financial planning
- • Autonomous portfolio management
- • Per-family encrypted environment
Trust
Architected for the most sensitive data in finance
End-to-End Encryption
Designed for end-to-end encryption so data is protected at every layer.
Zero-Knowledge Architecture
Architected so that only you and your clients can access your data.
Per-Family Isolation
Every family gets their own isolated encrypted environment — by design.
Human-in-the-Loop
Agents propose, humans approve. You maintain full authority over every decision.
Ready to put AI agents to work?
Join advisors and families who are getting early access to autonomous AI wealth management — built on infrastructure you can trust.