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WEALTH MANAGEMENT
AI agent for portfolio management in wealth management
Tracking positions, rebalancing and limits for every portfolio eats up the adviser's day: the agent monitors and prepares decisions for the adviser to approve with judgement.
AI agent for portfolio management in wealth management
An AI agent for portfolio management in wealth management integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
Tracking positions, rebalancing and limits for every portfolio eats up the adviser's day: the agent monitors and prepares decisions for the adviser to approve with judgement.
THE CHALLENGE
portfolio management in wealth management
In portfolio management in wealth management, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.
Positions scattered across institutions
A client's portfolios live in several banks and managers, and consolidating them manually for each review takes entire days.
Rebalances that breach the mandate
Without automatic alerts, asset-allocation drift is caught late and erodes investor trust.
Documenting every recommendation
Advisors must justify each change to the client and the regulator, and manual traceability is fragile and incomplete.
APPROACH
portfolio management in wealth management
An agent with rules, exceptions and milestone control, adapted to your sector.
Multi-custody position aggregation
The agent consolidates balances and movements from all institutions into a single wealth view.
Measuring allocation drift
It compares the actual portfolio against the profile and investment mandate to flag imbalances.
Rule-based rebalancing proposal
It suggests trades while respecting tax, liquidity and concentration limits set by the advisor.
Advisor validation and sign-off
Each proposal is documented and only executed after explicit professional approval.
DELIVERABLES
portfolio management in wealth management
An operational, traceable agent under your control.
Consolidated wealth view
A single report with aggregated positions, valuation and returns across all institutions.
Mandate-drift alerts
Automatic warnings when an asset class exceeds agreed limits.
Recommendation memo
A traceable record of the reason and context behind each investment proposal.
Quarterly client report
A deliverable-ready document with performance, drift and recommended actions.
TRUST
AI applied to real sector processes with supervision
AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.
- Adapted to your sector's real operation.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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