Custom AI workflows built specifically for high-net-worth advisory: deep integrations with the Addepar stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Addepar, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually.
AI pre-screens deals against the fund's thesis in Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.
For wealth managers
For wealth managers
For wealth managers
For wealth managers
For wealth managers
For wealth managers
The workflows above are starting points. Every high-net-worth advisory operation runs differently — we build what you actually need.
