wealth management

Your clients' portfolios don't sleep. Neither should their support.

AI agents and multilingual specialists that handle portfolio inquiries, account servicing, and advisor scheduling in 65+ languages — with the discretion high-net-worth clients expect.

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how it plays out

Real contacts, minute by minute.

Phone English

"I need to discuss rebalancing my portfolio"

Advisor scheduling is the top inbound request

Client calls requesting a portfolio review appointment
AI confirms client identity and pulls current allocation summary
Checks advisor calendar and offers three available time slots
Books appointment and sends calendar invite with portfolio snapshot

Handled without escalation meeting scheduled

Email French

"I want to move funds to my trust account"

Complex account servicing request

Client emails in French requesting an internal transfer to trust
AI verifies trust account details and transfer authorization on file
Prepares transfer request with required documentation checklist
Routes to operations team with all details pre-assembled

Request prepared and routed transfer initiated

Live Chat Mandarin

"What's the tax impact of selling these positions?"

Tax-loss harvesting inquiry during volatile markets

Client opens chat in Mandarin about capital gains implications
AI retrieves cost basis and holding period for specified positions
Provides general tax lot information and short vs. long-term status
Recommends scheduling a call with their advisor for tax strategy

Guidance provided advisor call booked

WhatsApp Portuguese

"Can you send me my quarterly statement?"

Document request — straightforward but frequent

Client messages in Portuguese requesting their Q3 statement
AI verifies identity and locates the most recent quarterly report
Sends secure download link to encrypted document portal
Confirms client received and opened the statement

Instant resolution statement delivered

the team behind it

Faces, not a queue.

real members of the global team

Wealth Management Specialists

Series 7 and Series 66 awareness for compliant client communication boundaries
Experienced with platforms: Salesforce Wealth, Orion, Black Diamond, Addepar
Trained in white-glove service standards for UHNW and family office clients

65+ Languages

Native-speaking agents in English, Spanish, Mandarin, and 60+ more
Real-time AI translation for rare language pairs
Cultural context training for every market we serve

Follow-the-Sun Coverage

Operations in Philippines, Colombia, Pakistan, and 6 more countries
Smooth handoff between time zones with shared context
Holiday and weekend coverage without overtime costs

compliance

Regulatory Compliance Built In

SEC and FINRA communication archiving and supervision requirements
Regulation Best Interest (Reg BI) disclosure and documentation protocols
Anti-money laundering (AML) enhanced due diligence for large transactions
Fiduciary standard awareness in all client-facing communications

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