Six core capabilities working together. Conversational voice, custom AI models, agentic data connectors, generative interfaces, hybrid workflows, and real-time wealth intelligence.
Each capability is purpose-built for wealth management. No generic AI bolted onto existing tools.
Autonomous intelligence
Purpose-built agents that understand rebalancing triggers, compliance thresholds, and advisory workflows. They assemble meeting briefs, flag exceptions, and generate reports without being asked.
Screens that build themselves
No more one-size-fits-all dashboards. Interfaces generate on demand based on role, task, and live data. A compliance officer sees different screens than an advisor, automatically.
Ask, don't click
Mid-meeting portfolio question? Ask by voice. Agents pull positions, run attribution, and surface the answer in seconds. Works for advisors and clients alike.
One source of truth
Custodians, CRM, market data, and compliance tools connected into a single real-time layer. No more tab-switching, CSV exports, or reconciliation headaches.
Always-on monitoring
Agents monitor trades, communications, and interactions against your policies in real time. Exceptions surface before they become violations. Audit trails are always ready.
Weeks, not quarters
Forward-deployed engineers work alongside your team. They understand custodial relationships, compliance requirements, and your service model. Go live in weeks.
Whether you're an advisor preparing for a client meeting, a compliance officer reviewing trades, or a family office consolidating multi-generational wealth.
Before a meeting, your advisor agent assembles the portfolio review: performance attribution, rebalancing with tax implications, and a draft agenda. Walk in prepared. During the meeting, ask by voice for real-time data.
Clients get a portal that adapts to their financial life. Approaching retirement? Different screens than accumulating wealth. Voice queries, plain-language performance, goal tracking. Built around their situation.
Compliance agents monitor trades, communications, and interactions against policies and regulations. Exceptions flagged before they become violations. When examiners arrive, the audit trail is complete and accessible.
Multi-generational wealth needs a unified view across entities, asset classes, and jurisdictions. Agents consolidate custodians, private investments, real estate, and trusts. Estate planning and tax optimization generated on demand.
Agents generate interfaces on demand by role, task, and data. Screens assemble around the work, not the other way around.
Tax lot analysis before a 3pm call? Agents pull positions, cross-reference, apply tax rules, and deliver. Data arrives when the decision needs it.
Not chatbots on a CRM. Agents know rebalancing triggers, compliance thresholds, lifecycle stages, and filing deadlines.
Engineers work alongside your firm. They understand custodial relationships, compliance, and your service model.
The same agentic infrastructure behind AssetStack and InsureStack, tuned for RIAs, broker-dealers, and enterprise wealth. Platform improvements ship to every vertical automatically.
Agents trace your advisory and portfolio workflows, quantify time lost, and rank what to automate first.
Generative UI builds role-specific screens for advisors, compliance, and clients with no dev queue.
Custodians, CRM, market data, and compliance tools connected into one real-time data layer.
nCore agents assemble meeting briefs, rebalancing insights, and client dashboards on demand.