IndustriesFamily offices and wealth managers
Each family's statements take days to merge.
Statements from every bank, broker and fund are read into one view, with every figure traced to its statement and gaps flagged.
Tested on twenty of your own past statements before it goes live, and kept working as AI changes.
Eashan Gupta, founder. You meet him on the first call.
A sample family view: nine statements from six institutions read into one, every figure traced, and one gap flagged.
Your week
Your week, as it runs today.
MON 09:10
A family's statements from eight banks and three brokers arrive as PDFs in different formats.
With AIStatements are read into one consolidated view overnight, with each figure traced to its statement.
TUE 11:40
The quarterly review deck takes two days per client.
With AIThe review deck drafts itself from that view and the adviser's notes.
WED 14:20
A client asks on WhatsApp what the budget means for his portfolio.
With AIClients get answers drafted from their own portfolio, sent after the adviser checks them.
THU 16:30
Compliance needs the risk profile and suitability notes for last month's switches.
With AISuitability notes are drafted at the time of advice and filed with the call notes.
FRI 18:50
An adviser spends Friday on paperwork instead of meeting clients.
With AIMeeting notes, tasks and follow-ups write themselves.
What it costs
A week away from clients.
Our advisers spend more time on paperwork than with clients.
8.8hours a week
of an adviser's 43 hour week are spent in meetings with clients
What we'd build
Ten systems we'd build for wealth management.
The first three come first. The rest wait until those pass on your own past statements.
- One family viewFor youA new demat statement added to the viewClient, mailReadEquity now 64% against a 55% planAdviserFor youEvery figure tracedSample data · Powered by Agentec
Consolidated statements
- Review packFor youPerformance and allocation draftedPortfolioDraftedRisk above the family's limitAdviserFor youWith the adviser's notesSample data · Powered by Agentec
Portfolio review packs
- Meeting notesFor youThe Mehtas' meeting written upAdviser, callWrittenSuitability note and 3 tasksAdviserFor youThe adviser checksSample data · Powered by Agentec
Meeting notes and suitability
And 7 more
Built before
The nearest work we've built.
None of it is in your trade yet.
Conference apps in two languages
Delegates carry the whole day on their phone, in Japanese or English at a tap.
Built for an industry body in Asia Pacific, used at its meetings in Bengaluru and Tokyo.
Before you call
What wealth managers ask first.
Do client statements leave our office?
No. They are read on your own servers or in your accounts, and every figure in the view links back to its statement.
Can it write the suitability note?
It drafts it from the meeting, and the adviser checks and signs every note.
Who decides what gets built first?
You do, after 45 minutes with Eashan. We bring the week we counted and the first three we would build, and you pick the one that matters most to you. Nothing is built until you say yes in writing.
Who says yes before anything goes out?
The person who owns that job at your company today. You name them when we write the rules with you. Inside those rules the AI agent acts at once. Anything outside them waits for one tap from the person named, on their phone, ready to approve or to change.
What does it cost?
There is no price on this page, because it depends on the work. After 45 minutes with Eashan you get a written proposal with the scope, the test it has to pass, who works on it and one fixed price, before any work.
It works today. We keep it working tomorrow.
How it works- Work it out, most consultants stop here
- Build it, most software firms stop here
- Run it
- Answer for it
- We stay
45 minutes with Eashan, on your practice.
The people who live with the problem come too. You leave knowing what we'd build first, and why. Nothing to sign.
What stays yours
- Your accountsin your company's name
- Your codeevery line of it
- Personal dataabout your customers and staff, on your own machine unless you approve otherwise in writing
- Plain files and a how-to guideif you stop
Eashan Gupta, founder. You meet him on the first call.