InvestWeave: governed AI for investment operations.
Connect your investment systems across wealth, asset management, distribution, trading and private markets. AI supports daily workflows under your firm’s rules and approval controls.
Five solutions for the investment business.
Choose the solutions your firm needs.
Wealth management
WealthOS
Manage client and family portfolios from onboarding to month close, across distribution, advisory, PMS and in-house AIF.
- Suitability-checked proposals and approved rebalancing
- Portfolio monitoring, fee and trail reconciliation
Asset management
AlphaForge
Support mutual fund operations with AI that identifies breaks and drafts resolutions.
- NAV and reconciliation assurance
- Regulatory monitoring and investor servicing
MF distribution
Trellis
Track distributor revenue and partner economics, and catch shortfalls early.
- Brokerage and trail reconciliation
- Conduct-based payout controls and clawbacks
Trading
QuantTrade
Research, back-test and execute trading strategies within defined limits and approval controls.
- Pre-trade and ongoing risk checks
- A complete audit trail from signal to fill
Private markets
VentureSmith
Source and evaluate startup deals, then monitor portfolio companies against investment mandates.
- Structured screening and evidence-cited diligence
- Recorded findings and investment decisions
The shared foundation behind every solution.
Built on the VisionWaves platform, on its shared foundation for orchestration and data.
Shared investment data
A common record of clients, families, portfolios and mandates gives advisers, operations and compliance the same information.
Intelligence and agents
Use the Intelligence Hub to connect investment information and coordinate work. Build, test and monitor agents with ML Studio and Agent Studio in AI Foundry.
Integrations and deployment
Connect OMS, fund accounting, RTA, custodian, CRM and market data. Mask sensitive data before model access. Deploy on cloud, on-premises or air-gapped.
One instance per firm. Your team controls versioned rules and workflows, and retains its IP.
Your rules and approvals, built into the workflow.
SEBI and firm-specific rules are versioned and checked as work happens. Suitability checks run before orders. Agents prepare actions for a named approver, with client confirmation where required. Each decision retains its evidence, approval history and any recorded override.
Do we need to replace our existing systems?
No. InvestWeave connects to your existing investment systems and works through them.
Can an agent move money or trade on its own?
No. Agents monitor information and draft actions. A named person approves, and the client confirms where required. Agents cannot independently move money or positions.
How does it handle SEBI and firm-specific rules?
Rules are stored as versioned controls and checked during the workflow. Decisions can be replayed with the information available at the time.
Where does InvestWeave deploy?
On cloud, in your VPC, on-premises or fully air-gapped, with one instance per firm and one codebase.
Start with two investment workflows.
Choose two workflows. We’ll agree on what to measure and establish a baseline in your environment before you commit to the platform.