Product Deep Dive
An open agent platform purpose-built for wealth management. WealthAi provides specialised out-of-the-box agents for every area of the industry, and firms can create their own. One platform, unlimited agents, fully connected.
WAi Assistant
Live - Platform-wide OrchestratorThe orchestrator. The WAi Assistant is live and in use today, sitting above every sub-agent on the platform, coordinating their work and presenting a single conversational interface to the user. It learns each individual user over time, understanding their role, preferences, habits, and how they work. Because the Assistant belongs to the user, not the firm, professionals can transport it with them when they move to a new employer. Their personal context and working patterns travel with them. Confidential firm data stays behind.
Agent Orchestration
Routes requests to the right sub-agent automatically. A single question can trigger research, compliance checks, and client context in parallel, with the Assistant assembling a unified response.
Individual User Intelligence
Learns how each person works. Adapts to their role, preferences, and communication style. Advisors see client insights, compliance sees alerts, operations sees workflow status. Deeply personal, not just role-based.
Portable Identity
The Assistant belongs to the user. When a professional moves firms, their personal AI context moves with them. No confidential data transfers, just the working relationship they have built with the platform.
Audit & Governance
Every action logged. Every AI decision explainable. Immutable audit trails for regulatory compliance. Full visibility into which agents were invoked and why.
Research Agent
Live - For Advisors & Portfolio ManagersFund research in seconds, not hours. The Research Agent is one of WealthAi's first beachhead agents, launching now. It gives every advisor and portfolio manager an AI co-worker that finds, analyses, and compares investments using natural language, connected to Morningstar and the firm's own data.
The Problem
Manual fund screening
Logging into Morningstar, running filters, exporting to spreadsheets, then manually comparing. Every single time.
Document overload
Hundreds of fund factsheets, research notes, and reports scattered across email, drives, and portals. No way to search across them.
Slow client response
A client asks "what are the best ESG options?" and it takes a day to research and respond. Competitors are answering in minutes.
Capabilities
Natural Language Research
Ask questions in plain English. The AI understands wealth management context - funds, portfolios, benchmarks, regulations.
Morningstar Integration
Real-time access to fund performance, ratings, holdings, and analyst reports. No separate login needed.
Document Analysis
Upload or connect fund factsheets, research notes, and reports. Query them with citations back to the source.
Portfolio Insights
Cross-reference research with client portfolios. "Which clients are overweight in this sector?" answered instantly.
"WealthAi will help transform the Wealth Management industry as AI helps drive a new era in performance. Already, we can see the direct benefits of AI supporting our business in terms of how we can attract new clients and grow our AUA."
Rob Reoch, Director, New College Capital & Knightons CapitalCompliance Agent
Q2 2026 launch (in beta with anchor clients) - For Compliance TeamsSurveillance that never sleeps. The Compliance Agent is the primary wedge into new firms, with a Q2 2026 launch and currently in beta with anchor clients. It monitors trades, communications, and activity in real time, automating MAR surveillance, regulatory reporting, and risk detection so the compliance team can focus on what matters.
The Problem
Sample-based monitoring
You can only review a fraction of trades and communications. The rest is a blind spot. Regulators expect better.
Manual evidence gathering
When a flag is raised, analysts spend hours searching through emails, chat logs, and trade records. Most time is spent finding, not analysing.
Reporting burden
Producing regulatory reports means pulling data from multiple systems, reconciling by hand, and hoping nothing was missed.
Capabilities
MAR Trade Surveillance
Automated monitoring of all trades against communication records. Pattern detection for insider dealing, market manipulation, and front-running.
Trade-to-Communication Matching
AI-powered matching of trades to emails, chats, and calls. Surface suspicious correlations that sample-based reviews miss.
Regulatory Reporting
Generate FCA, MiFID II, and MAR reports in minutes. Automated data gathering, reconciliation, and formatting.
Configurable Rules Engine
Set thresholds and rules for your jurisdiction and firm type. Customisable alert severity, escalation paths, and review workflows.
"By using AI to interrogate unstructured data, WealthAi has the potential to revolutionise compliance monitoring and risk management, saving an incredible amount of time spent manually searching for key data or using sample based monitoring."
Philip Dench, Head of Risk & Compliance, Saranac PartnersClient Advisory Agent
In development - For Financial Advisors & Relationship ManagersKnow every client, instantly. The Client Advisory Agent is in development, joining WAi Assistant and Research (live now), Compliance Agent (Q2 2026 launch, in beta with anchor clients), and Investments Agent (EOY 2026). It aggregates everything about a client, from meetings and portfolios to preferences and communications, into a single intelligent view. Ask any question, get instant answers, and never walk into a meeting unprepared. By EOY 2026 the Compliance, Research, and Investments agents are released, with 10+ agents planned across 2027 spanning every area of wealth management.
The Problem
Client data is everywhere
Notes in the CRM, portfolios in the PMS, emails in Outlook, meeting notes on paper. No single view of the client.
Meeting prep takes hours
Before every client meeting, advisors manually pull data from 5+ systems. Most prep time is spent finding information, not analysing it.
Follow-ups fall through cracks
Action items from client meetings get lost. CRM updates happen days later - if at all. Opportunities slip away.
Capabilities
Client Vault
Every piece of client data - portfolios, meeting notes, preferences, communications - aggregated into one intelligent record. Auto-populated, always current.
Meeting Intelligence
Pre-meeting briefs generated automatically. Post-meeting summaries with action items extracted and routed. Integrates with PlannerPal for transcription.
Natural Language CRM
Update your CRM by talking to the Assistant. "Claire wants to increase her ISA" becomes a structured record with tasks and follow-ups.
Cross-Client Insights
"Which clients have exposure to emerging markets above 15%?" "Who hasn't had a review in 6 months?" Ask questions across the entire book.
Marketplace
Pre-integrated partner apps and data feeds, backed by 17 partner relationships (6 live, 11 LOI/MOU). Subscribe with a single click. No integration project, no IT involvement. Every partner is pre-connected to the WAi Assistant and the agent layer.
This is where the flywheel spins. As firms adopt the platform, AI becomes embedded into their daily workflows. They develop custom agents and automations tailored to how they work. The Assistant learns each user individually. Partners gain distribution. Firms gain capability. Every new participant compounds the value for everyone else. The platform is AI-model agnostic, using the best model for each job, so the ecosystem is never locked to a single vendor.
How it Works
1
Browse
Explore curated partners. Filter by category: research, portfolio, compliance, data, execution.
2
Subscribe
One-click subscription. No procurement process, no integration project.
3
Use
Partner data and tools appear directly in the WAi Assistant, connected to clients and workflows.
Partner Ecosystem
Research & Data
Morningstar
Fund data, ratings, and research. Industry-standard due diligence. Fund comparisons, holdings analysis, analyst reports.
Capital Economics
Institutional-grade macro research and market commentary. Forecasts and analysis via API.
SIX
European market data, especially Swiss securities and indices. Equities, bonds, ETFs, structured products.
Portfolio Construction & Management
MDOTM Sphere
AI-powered portfolio rebalancing and optimisation. Tax-loss harvesting and analytics.
MDOTM Storyfolio
Automated personalised client reports and market commentary. Performance attribution.
Stratiphy
FCA-authorised bespoke portfolio construction. Client-specified preferences with instant backtesting.
Data Infrastructure & Other Partners
Platform Architecture
Four layers, purpose-built for wealth management. AI-model agnostic from the ground up, with no dependency on any single vendor. The platform routes to the best model for each task across providers, and can adopt new models as they emerge.
WAi Assistant - role-aware workspace with intelligent search, dashboards, and audit trails.
marketplace - pre-integrated apps and services from curated partners.
Agents - specialised AI agents across the full wealth management lifecycle. WealthAi ships out-of-the-box agents, and firms can build their own.
Orchestration - routes work, enforces policy, manages approvals, produces audit logs.
Data Intelligence - aggregates client and market data from 200+ custodians and providers.
API Hub - governed connectors to CRM, PMS, email, banking, and third parties.
Managed Infrastructure - secure multi-tenant on Microsoft Azure.
Multi-model AI routing - AI agnostic by design. Gemini, OpenAI, Anthropic, and future models selected per task for quality, speed, and cost. No single-vendor lock-in.
Security - encryption at rest and in transit, immutable audit logs, GDPR-ready, SOC 2 path underway.
Technical Specifications
AI Strategy
AI agnostic, multi-model architecture. Routes across Gemini, OpenAI, Anthropic, and any future providers. Best model selected per task for quality, speed, and cost. New models can be adopted as they ship, with zero platform changes. No single-vendor lock-in, ever.
Security & Compliance
Microsoft Azure infrastructure. Encryption at rest and in transit. Immutable audit logs. GDPR-ready. SOC 2 certification path underway. Multi-region support for data residency.
Data Connectivity
200+ custodian bank connections. Pre-built connectors for CRM, PMS, email, and back-office systems. API Hub with rate limiting, quota management, and governed access.
Deployment
Cloud-native SaaS. Secure multi-tenant architecture. Safe deployment with rollback capabilities. Continuous monitoring and alerting.