CASE // Wealth Managers
Adviser copilot and portfolio drift engine for a £8bn AUM wealth firm.
Gave every adviser a firm-trained assistant and a live drift + rebalancing view — meaningfully reducing time-to-review and lifting mandate compliance.
6x
Faster client reviews
94%
Mandate compliance
+22%
Cross-mandate uptake
Scope
- · Portfolio & account intelligence
- · AI copilots & internal assistants
- · Executive & BI dashboards
- · VIP & high-value client journeys
The problem
Adviser productivity varied 5x across the firm. The best advisers had deep client knowledge; the average adviser was drowning in admin.
The build
A firm-trained copilot for advisers, a live drift monitor across every account, and a VIP journey layer for the top decile of clients.
The outcome
Advisers now conduct reviews in a fraction of the time, mandate compliance is measurable in real time, and the CIO office has a live picture of the whole book.