Custom AI workflows built specifically for wealth management: deep integrations with the Orion 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 Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from Orion, Redtail CRM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI drafts firm-level commentary and personalizes per-client paragraphs from Orion data — every client gets a relevant letter, not boilerplate.
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 surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
AI ingests each document into Orion, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop.
AI reads the conditions, identifies what each condition needs, pulls it from Orion or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week.
The workflows above are starting points. Every wealth management operation runs differently — we build what you actually need.
