AI consulting for wealth advisors.
RIAs, MFDs, family offices, wealth managers. Your clients pay for trust and access. The work draining your week, portfolio reports, review prep, suitability notes, market commentary, should run on autopilot. So when you sit with a client, you're sharp and present, not catching up on data.
"Every quarterly review now feels custom. Clients tell us they feel known. Three new referrals in two months."
The four hours you keep losing.
Quarterly portfolio reports take days to compile. Half is formatting, not insight.
Review meeting prep is rushed. You miss context that would make the client trust you more.
Market commentary for clients is generic. Clients sense it.
Compliance and suitability documentation is a paper trail nightmare.
AI does the grind.
You stay on the work that matters.
AI portfolio report generator
Quarterly reports in your firm's voice and design, with personalised commentary per client.
Client review prep agent
Before every meeting, auto-pulls portfolio drift, life events, last conversation, opportunities to discuss.
Personalised market intel
Daily market summary tuned to each client's holdings. Sent in their preferred voice and channel.
Suitability & compliance docs
Generates suitability notes, IPS updates, KYC reminders, with audit-ready trail.
Onboarding automation
New client to first review in days, not weeks. Forms, KYC, mandate, IPS, all flowing.
Estate & succession planner
Visual scenarios for client conversations, tax-aware drafts, gift trust modeling.
21 days.
Founder → Company → Employees.
We don't sell AI from a deck. We sit with you. We learn how you make money. Then we install AI as a system, working from you outward to your company and finally to every person on your team.
Your universe.
You're the principal AND the relationship AND the report-writer. The work that pays you is sitting with clients. We map your client mix and review cadence.
Your company.
Quarterly reports eat days. Review prep is rushed. Suitability docs are a paper trail. We sequence the highest-trust AI plays first.
Your team.
Relationship managers stuck on report-formatting. AI generates personalised reports. They prep meetings, deepen relationships, win referrals.
Best-in-class. In your accounts. You own it.
Every tool we install lives inside accounts you own. Your OpenAI, your Anthropic, your CRM, your ERP. You can run the stack without us after handover.
- checkOpenAI / Anthropic Claude for reasoning and drafting
- checkCustodian / RTA / depositary feeds
- checkBloomberg / Tijori / market data APIs
- checkSalesforce / HubSpot / Wealthbox CRM
- checkNotion / Airtable for client review dashboards
"Every quarterly review now feels custom. Clients tell us they feel known. Three new referrals in two months."
Questions wealth advisors ask us.
add Will AI replace my client relationships?
No. AI removes the prep, the report-writing, the chasing. You spend more time in the client's chair, which is the relationship.
add Are AI-generated reports compliant?
Yes, when scoped right. Every report follows your firm's compliance template. A human advisor reviews before send. SEBI / RIA standards hold.
add Does the AI give investment advice?
No. AI summarises and explains the strategy you already follow. Recommendations stay with the licensed advisor, always.
add How much time does client review prep save?
Most advisors save 6-8 hours per quarter per client. Across a 100-client book that's a hire's worth of weekly time.
add Can it handle multiple custodians and currencies?
Yes. The reporting engine consolidates across NSE / BSE, US markets, mutual funds, AIF, PMS, and direct holdings. Multi-currency where needed.
What AI Crew does NOT do.
- closeWe don't make investment recommendations.
- closeWe don't connect directly to client banks.
- closeWe don't auto-execute trades.
Let us understand
your universe first.
Come on a call. We map where you spend your time, where you waste it, and where AI fits. Then we tell you straight whether AI Crew is the right fit. No deck. No pitch. No follow-up sales loop.
Vault-level security.
Zero friction for your clients.
AI Crew deploys privacy-first computer vision for wealth management offices · protecting client meeting confidentiality, securing back-office access, and generating the audit trail regulators ask for.
Client Consultation Room Privacy
AI ensures meeting rooms are clear of unauthorized recording devices or individuals before high-net-worth client discussions begin. Privacy compliance you can log and demonstrate.
Branch Security & Access Monitoring
Camera-based monitoring of advisory office entry, client areas, and back office at all times. Unusual activity · loitering, after-hours access · triggers an instant alert to principals.
Client File & Terminal Tracking
Track who handles physical client files, accesses trading terminals, and moves through back-office zones. Full chain-of-custody analytics · critical for managing HNW relationships.