Full multi-asset wealth practice across strategies, insurance, real estate, tax and estate.
Wealth advisor / CGP
The Swiss-army knife of the wealth advisor — CRM, suitability, tax, estate
For CGPs, IFAs and EU wealth advisors managing multi-asset client books. Handle clients, meetings, suitability, life insurance, real estate, tax and estate from a single interface. MiFID II / IDD aware throughout.
On your dashboard, you'll see:
Active clients
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Total wealth tracked
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Meetings this month
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Suitability to renew
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Tools surfaced for you
Typical workflows
Onboard a client with a full suitability test
Risk Profiler → Client record → Strategy proposal grounded in real tickers. MiFID II-compliant trace from start to finish.
Multi-asset wealth review in one screen
AV, PEA, PER, real estate, family-office assets and insurance contracts consolidated on the dashboard. Drill down per category.
Annual review with the client
HyperNotes AI summarises 12 months of activity, decisions and changes into a 1-page brief ready for the meeting.
Conversational AI adapts
The ROB chatbot and the Oracle receive context tied to your profession. Examples of questions they handle directly:
Vocabulary adapts to your practice
Dashboard
Dashboard
Clients
Clients
Meetings
Meetings
Get started as Wealth advisor / CGP
Free during public beta · No card required · No commitment