For every hour your relationship managers spend with a client, roughly four are spent on everything that surrounds the meeting — prep, suitability write-ups, file notes, Consumer Duty evidence, follow-ups. WealthAiQ is not here to replace the conversation. It absorbs the four hours around it, so your advisers grow the book without diluting the relationship. Every adviser, their week back.
The conversation is where the value — and the growth — lives. Everything around it quietly eats the week, caps how many relationships each adviser can serve well, and leaves the next generation of clients unattended just as the largest wealth transfer in history gets underway.
Hand the week back, and the same adviser serves more clients, wins the next generation, and proves every outcome.
The same disciplined Amplinth loop, tuned to UK wealth — agents prepare, your adviser decides, and every step is auditable to the prompt. The AI is always subordinate to the human decision.
Sits on top of your CRM & platform — Intelliflo, Salesforce FSC, Avaloq, FNZ, Origo. An intelligence layer, not a rip-and-replace.
Knowledge graph + per-client memory grounded in COBS 9/9A, MiFID II and Consumer Duty. No black box — every conclusion is traceable.
Drafts the review pack, the suitability report, the next-best action — with rationale and citations already attached.
Human-in-the-loop by default: the adviser reviews, edits and approves. Nothing reaches the client unsigned.
100% Consumer Duty QA; every outcome evidenced, every action logged, the financial case quantified.
Each agent absorbs a slice of the four hours. Your adviser supervises them all from a single oversight plane — and approves before anything reaches the client. Start with the Annual Review Engine wedge; switch the rest on as the firm gets comfortable.
A five-stage workflow from T-30 to T+7 — gathers the data, drafts the full review pack, flags what changed since last year, and turns a 3–4 hour admin grind into roughly 45 minutes of adviser sign-off. The fastest, lowest-risk place to start.
Drafts the complete suitability report from the client file and the conversation — COBS-compliant, with the rationale and supporting evidence attached. From 4–6 hours of writing to ~30 minutes of review.
Drives new-client onboarding and Letter of Authority chasing end to end — compressing 3–6 weeks of back-and-forth to roughly 10 days, so revenue starts sooner and the first impression is effortless.
Monitors 100% of client outcomes against Consumer Duty — not a 5% sample — surfacing foreseeable harm, fair-value gaps and vulnerable-client signals before they become findings.
Turns portfolio drift and life-event signals into prioritised, suitability-aware actions, so advisers always know which clients need them most this week — and why.
Purpose-built to attack inheritor leakage — engages the next generation early, mapping family relationships so wealth, and the relationship, stays with your firm through the handover.
Reads, classifies and drafts responses to the daily inbox, clearing routine queries so advisers reach the day's real conversations faster — and nothing slips through unanswered.
Watches portfolios and market events continuously, raising the drift, breach or life-event that warrants a proactive call before the client has to ask.
Distils market and regulatory movement into adviser-ready, client-relevant briefings — the context behind every next-best action and every reassuring call.
Sarah doesn't manage nine agents. She supervises one cockpit, and approves what's ready.
Modelled on pilot-firm engagements: the same adviser serves more clients, better, with the evidence to prove it — and the next generation stays. This is growth that compounds, not a one-off efficiency saving.
Figures are modelled on pilot-firm engagements and are illustrative; actual outcomes vary by firm, book size and service model. They are not a forecast or guarantee. No client is named as a public reference.
Connect the intelligence layer to your existing CRM and platform — Intelliflo, Salesforce FSC, Avaloq, FNZ, Origo. Customize the agents to your service tiers and house style — the loop is reusable; the judgement is what we tailor. Operate with the adviser supervising every agent and approving every output. Already deployed and running in the cloud, with UK data residency by default.
Built around Consumer Duty, COBS 9/9A and MiFID II from the ground up — not a generic assistant retro-fitted with UK rules. Compliance is a feature, not a bolt-on project.
Human-in-the-loop by default and auditable to the prompt: every recommendation names its sources and reasoning, and stays subordinate to the adviser's decision. Defensible to the regulator, line by line.
More client-facing time, more clients served, 100% Consumer Duty coverage and won inheritor relationships — quantified by EVA up front, deployed in your own cloud, on your terms.
The next annual review, suitability report and Consumer Duty check should arrive already drafted — leaving your advisers free to do the one thing AI can't: have the conversation, and win the next generation.