Tailored, Actionable Advice. At Scale.
From mass affluent to ultra-HNW, from DIY to discretionary - personalised advice that adapts to how each client wants to be served.
Bespoke advice. The new baseline.
Every client is different. The right tools and AI let you deliver bespoke advice to each one - every time.
Personalised to every profile
Risk-profiled portfolios and tailored investment policies - every client gets advice shaped to who they are, not a generic playbook.
Scale without compromise
AI and automation handle the heavy lifting - financial plans, scenario analysis, pattern detection - so your advisors spend time on relationships, not preparation.
Goals with guardrails
Goal-based investing with automated tracking and rebalancing - so the conversation is always about outcomes, guided by the rules you set.
One model library. Every recommendation.
Create models per risk profile, tag at scheme level, work from custom or template-based portfolios - all managed from one front-end.
Risk-profiled models
Conservative to aggressive, income to growth - one model library, every risk profile your book needs.
Scheme-level tagging
Tag models down to the scheme - so when the house view changes, every client portfolio reflects it automatically.
Custom & templates
Start from a template, customise for a segment, lock the rules - a management interface your CIO desk actually wants to use.
Investment mandate management. Enforced by the system.
Investment Policy Statements, rule-based mandate templates, and client/family/account mapping - with deviation tracking and compliance enforcement built in. One platform, one truth - every mandate, every deviation, visible to every team.
Rule-based templates
Mandate templates for every segment - asset caps, exposure limits, product restrictions, expressed as rules the system enforces.
Client & family mapping
Apply an IPS at the client, family, or account level - with the flexibility real relationships demand.
Deviation tracking & alerts
Drift against the mandate, flagged in real time - every breach visible, every action traceable.
Goals clients care about. Plans that get there.
Pre-set and custom goals, target-vs-actual tracking, gap analysis, and goal-linked execution - the outcome conversation, made operational.
Pre-set or custom goals
Retirement, education, home, legacy - or anything the client names - tracked on the same framework.
Target vs actual
Live progress against every goal, gap analysis when you fall behind, recommendations to close the gap.
Goal-linked execution
SIPs, lumpsums, and rebalances tagged to goals - so execution always knows which outcome it's funding.
Rebalance with reality. Tax, exit-load, lock-in aware.
Deviation calculation against asset and category allocation, buy/sell recommendations, multi-product and multi-asset - rule-based for tax, exit load, and lock-in.
Deviation calculation
Live drift against asset and category targets - calculated across the portfolio, not just one sleeve.
Buy/sell recommendations
Trade proposals ready for the RM to review - multi-product, multi-asset, sequenced to minimise friction.
Tax & constraint-aware
Exit loads, lock-ins, tax harvesting rules - factored into the recommendation, not flagged after the fact.
Financial plans. Without the form.
Zero-input, algorithm-driven, instant financial plans - clients refine, they don't fill forms.
Zero-input plans
The AI drafts the plan from what's already in the system - portfolio, goals, risk profile - not from a 40-question form.
Instant, not forms
A first-draft plan in seconds - the RM and client start from something concrete, not a blank page.
Refine, not fill
Clients tweak assumptions in plain language - 'retire at 58, not 62' - and the plan recomputes live.
See the Advisory Stack in Action
Request a personalised walkthrough - we'll show you models, mandates, goals, and AI planning on real data.
Request a Demo