AI for wealth operations, under your control.
Bring client information, suitability checks, portfolio monitoring and fee reconciliation into connected workflows across your existing systems. Your team approves the actions.
What changes.
See the whole client relationship
Client & Family 360 connects family members, entities, mandates and holdings, including those held elsewhere, so each desk works from the same information.
Check advice before it goes out
Check research-backed proposals against the client’s investment policy and risk profile, with suitability checks before orders.
Monitor portfolio drift
Track drift, breaches and exposure across advisory portfolios, PMS and AIF. Prepare tax-aware rebalancing proposals for review and approval.
Reconcile fees and trail
Compare fees and trail commissions with agreements and payments. Surface shortfalls and apply conduct checks before payouts.
Coordinate onboarding and KYC
Coordinate account opening and documentation across systems. Flag exceptions and prepare the next step for approval.
Keep decision evidence
Apply versioned SEBI and firm-specific controls during the workflow. Retain the evidence and approvals behind each decision.
Powered by InvestWeave.
WealthOS brings these wealth workflows together on InvestWeave, the investment platform from VisionWaves. It connects to your existing systems and deploys on cloud, on-premises or air-gapped. AI drafts actions for a named approver, with client confirmation where required. Agents cannot independently move money or positions.
Which wealth firms is this built for?
Private banks, wealth managers, mutual fund distributors, PMS and AIF managers, registered investment advisers and family offices.
How is suitability checked?
Proposals are checked against the client’s investment policy statement and risk profile as they are prepared. The suitability check is recorded with the decision before the order.
Do we have to replace our custodian, RTA or CRM?
No. Prebuilt connectors work with your custodian, RTA, order management, fund accounting and CRM systems. You keep your existing systems of record.
What evidence is available for regulatory review?
Decisions can be replayed using the rules and information available at the time, with supporting evidence and approval records.
Start with a Proof of Value.
Choose an onboarding, suitability or trail reconciliation workflow. We’ll agree on success criteria and establish a baseline in your environment before the engagement starts.