What firms use AI Wealth Agents for

The agent prepares the work across advisory, portfolios, products and sales. The advisor reviews and approves every action.

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Advisory and client service

Meeting preparation

A brief before every client meeting: portfolio, recent changes, open topics and what the client said last time.

Ask the agent
Prep me for my 10am with Charles Webb
Advisor · Private banker
Advisory and client service

Morning brief

What changed overnight and which clients it affects, ready before the first call.

Ask the agent
What do I need to know before my first call?
Advisor
Advisory and client service

Which client to call

When a market event hits, the clients it affects and a suggested action for each.

Ask the agent
Brent is up 3%. Who should I call?
Advisor
Advisory and client service

Client portfolio reports

Periodic reports with returns, risk and allocation, in the firm’s template and wording.

Ask the agent
Q3 report for Charles Webb, in our template
Advisor · Operations
Advisory and client service

Client follow-up

Draft emails after a meeting or a market move, with the right disclaimers.

Ask the agent
Draft a follow-up after today’s meeting
Advisor
Advisory and client service

Client memory

Preferences, restrictions and life events remembered from notes, emails and calls.

Ask the agent
What did Charles say about his daughter’s university?
Advisor
Advisory and client service

Review prioritisation

Which clients are overdue for a review, off their model or need attention this week.

Ask the agent
Which clients should I review this week?
Advisor · Team lead
Advisory and client service

Client questions on their portfolio

Clear answers about their own portfolio, limited to information the firm controls.

Ask the agent
Why did my portfolio drop last month?
Client service
Portfolio management

Portfolio analysis

Return, risk, allocation and exposures, with TWR and MWR on real prices.

Ask the agent
Analyse Charles Webb’s portfolio
Advisor · Portfolio manager
Portfolio management

Benchmark comparison

How a portfolio did against its benchmark or an index, and why.

Ask the agent
How did the moderate model do against its benchmark this year?
Advisor · Portfolio manager
Portfolio management

Drift detection and rebalancing

Portfolios that moved away from their model, with the trades to bring them back.

Ask the agent
Which portfolios are off their model?
Portfolio manager
Portfolio management

Model portfolio construction

Build or adjust a model portfolio by conversation, checked against the firm’s rules.

Ask the agent
Build a moderate model with 30% bonds
Portfolio manager · CIO office
Portfolio management

Exposure across the book

How exposed clients are to a sector, region or theme, client by client.

Ask the agent
How exposed are my clients to US tech?
CIO office · Risk
Portfolio management

Investment proposals

Proposals drafted from a model or an event, reviewed by the advisor and accepted by the client.

Ask the agent
Draft a proposal to bring Charles back to target
Advisor
Products and research

Product comparison

Funds, ETFs or stocks side by side, with an explanation of what really differs.

Ask the agent
Compare these three global equity funds
Advisor · Product team
Products and research

Product analysis

A full product view: performance, risk, costs, holdings and legal documents.

Ask the agent
Full analysis of the MSCI World index fund
Advisor · Product team
Products and research

Competitor products vs. yours

Compare competitor funds with your mandates and get the arguments to position yours.

Ask the agent
How does our flagship fund compare with its main competitors?
Sales · Product team
Products and research

Product search in plain language

Find products by need, not by code: “low-cost global equity, TER under 0.2%”.

Ask the agent
Low-cost global equity, TER under 0.2%
Advisor
Products and research

Market summary

Indices, news and what moved the market, summarised for the day.

Ask the agent
What moved the markets today?
Advisor · CIO office
Products and research

Macro and sector research

Deeper analysis of a theme, a sector or a strategy, with sources.

Ask the agent
Outlook for European banks
CIO office · Research
Products and research

House view distribution

Every advisor answers with the same house view, quoting the source.

Ask the agent
What is our view on emerging markets?
CIO office
Products and research

Internal knowledge

Answers from manuals, policies, research and FAQs, with citations.

Ask the agent
What is the policy for complex products?
Advisor · Operations
Sales and distribution

Sales arguments

The pitch for each product, adapted to the client and the moment.

Ask the agent
Give me the pitch for our new bond fund
Sales · Advisor
Sales and distribution

Find clients for a product

The clients a new product fits, with the reason for each.

Ask the agent
Which clients fit our new bond fund?
Sales · Advisor
Sales and distribution

Investor product discovery

Investors find and compare your products inside the AI assistants they already use.

Ask the agent
Which index funds have the lowest costs?
Digital · Marketing
Sales and distribution

Advisor onboarding and training

New advisors learn your products, policies and processes by asking.

Ask the agent
How do we handle a client complaint?
Team lead · HR

Which of these matters most to your firm? We’ll show you the agents working on it with your own data.

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