Fintech · WealthOS

The operating system for modern wealth firms

One governed, AI-native workspace for the wealth firm, over the systems already in place.

WealthOS gives relationship managers, advisers, research, operations, compliance, leadership and clients one system to work in. Every mandate, from distribution and advisory to PMS and in-house AIF, runs end to end from onboarding to month close, and any decision can be replayed exactly as it was known at the time.

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End to end
Onboarding to month close
Every mandate
PMS, advisory, AIF, distribution
Every role
One application
Audit-ready
Any decision, replayed

Outcomes

What the firm can measure.

01

More revenue per RM

Best-fit opportunities are matched to client needs and prioritised daily, so research reaches the client conversation.

02

Lower cost to serve

Documents and exceptions move through reusable workflows with controlled automation in place of manual handoffs.

03

Faster, sharper decisions

One client and family truth serves every team, so the book and the business are read from a single view.

04

Risk caught early

Every action is checked against the rulebook as work happens, then traced and evidenced.

05

Clients served once

Clients and families see one view of the relationship and approve online, with context carried to every team.

The operating layer

One system to work in. Intelligence in every step.

WealthOS sits over the systems the firm already runs. Everything stays in place, and everything works as one.

Every role, one app

  • Relationship managers
  • Portfolio managers
  • Research
  • Operations
  • Compliance
  • Leadership
  • Clients

WealthOS core

  • Ownership graph
  • One book per client
  • One rulebook
  • Maker and checker
  • Information barriers
  • Full audit trail

Systems stay in place

  • RTAs
  • Custodians and PMS
  • Exchange platforms
  • KRA and CKYC
  • Account Aggregator
  • CRM and back office

Intelligence

Insight arrives with its next step.

Signals are surfaced earlier, explained faster, and owned before anything moves.

  1. 01

    Signal spotted

    Drift, breaches and exposure risk surface as they form, earlier than a periodic review.

  2. 02

    Insight explained

    Commentary and trade proposals are drafted with the evidence linked.

  3. 03

    Action owned

    An owner approves every AI output before it reaches a client or a portfolio.

Example insight

Fund manager exit: exposed portfolios ranked

Why
Ranked by breach and tax impact, with the evidence linked
Next
Hold, reduce or exit, decided per portfolio
Owner
Portfolio manager

Who it serves

Every stakeholder, inside and outside the firm.

RMs and private bankers
Briefed each morning, with the next client to call already ranked.
Advisers and PMs
IPS-checked proposals assembled in one place.
Operations
One queue, with every break explained.
Compliance and risk
Rules checked as work happens, with evidence attached.
Revenue and finance
Every rupee of fee and trail traced to an agreement.
Leadership
A live cockpit, with every gap owned.
Clients and families
One view of the relationship, with approvals online.
Regulators and auditors
Any decision replayed as it was known at the time.

Foundation

Built for wealth. Hardened for enterprise.

Built for wealth

Domain depth, out of the box.

  • Four licensed modelsDistribution, advisory, PMS and in-house AIF on one core.
  • Family-office nativeAn ownership and authority graph for families, entities and mandates.
  • India rules built inSEBI investment-adviser segregation, suitability and KYC held as controls.
  • Revenue to incentivesFees and trail reconciled, with conduct-gated payouts.

Hardened for enterprise

Engineering proven at scale.

  • One instance per firmOne codebase, with no forks to maintain.
  • Access that can be provenInformation barriers and maker-checker on every sensitive action.
  • Point-in-time auditAny decision replayed exactly as it was known.
  • Proven in productionLive at enterprise customers today.

How it starts

From discovery to scale, in four steps.

A discovery workshop with business and technology leaders is the first step.

  1. Discovery workshop

    Priorities, systems and friction points, with business and IT leaders.

  2. Scope

    Use cases and success measures agreed.

  3. Pilot

    One team, live, on the firm's own data.

  4. Rollout and scale

    Across roles, desks and branches.

Also in fintech

AlphaForgeMutual fund asset management companiesTrellisMutual fund distributors, RMs and IFAsQuantTradeTrading desks, strategists and proprietary funds

The wealth firm, on one governed workspace.

WealthOS runs every mandate end to end, with intelligence in every step and an owner on every decision.

Book a discovery workshop