Portfolio intelligence
Get a unified view of holdings, liquidity, and performance with AI-driven signals.
Private Beta
WM 2.0AI-native wealth management for modern operators.
Unified portfolio visibility, AI-powered insights, and strategy suggestions with strict human-in-the-loop controls. Move from static reporting to continuous, policy-aware decision support.
- Signal
- Real-time insights
- Planning
- Scenario planning
- Control
- Policy controls
Core features
Built for investor-operators who need intelligence, speed, and clear accountability.
Goal-based planning
Translate long-term objectives into portfolio strategies with measurable milestones.
Risk & exposure
Monitor concentration, macro exposure, and drawdown sensitivity in real time.
Automated rebalancing (human approved)
Receive trade suggestions and execute only after policy checks and final approval.
AI assistant with audit trail
Ask portfolio questions in natural language and keep a full recommendation history.
Integrations-ready
Built to connect with custodians, brokerages, and reporting systems as you scale.
How it works
STEP 1
Connect accounts & data
STEP 2
Define goals & policies
STEP 3
Review AI recommendations
Start your private beta
Explore WM 2.0 with your own strategy stack and governance model. Begin with secure onboarding and guided setup.
Security
Role-based access, recommendation audit logs, and policy-first approvals are built into every workflow.
Documentation
Product docs and onboarding guides will be available to approved beta participants.