01 / PORTFOLIO X-RAY
See what matters
Surface allocation, concentration, performance, risk, benchmark and portfolio-level signals from structured holdings data.
AI wealth intelligence for financial institutions
Better wealth decisions, built for advisors.
AdvisorFabric turns portfolio and client data into advisor-ready insights, risk signals, and personalized communications — with human approval at every step.
Product
An advisor copilot, not an autonomous trader.
Built around the workflows wealth teams already understand: analyze, review, explain, communicate — then let a qualified human make the decision.
02 / CLIENT REVIEW
Prepare better reviews
Bring client goals, holdings and portfolio context together into a concise review workflow for advisors.
03 / ADVISOR COPILOT
Turn analysis into action
Draft recommendations, explanations and client communications from structured and unstructured inputs.
04 / COMPLIANCE GUARDRAIL
Keep humans in control
Apply configurable policy checks and approval steps before advisor-created output reaches a client.
Approach
Deterministic finance. Probabilistic intelligence.
Financial calculations and portfolio metrics should be reproducible. Language, synthesis and unstructured-data reasoning are where AI adds leverage.
Code for calculationsPortfolio math, thresholds and core metrics stay explicit and testable.
Claude for reasoningUse frontier-model capabilities for summarization, extraction and advisor workflows.
Human approvalAdvisor review remains the decision point for client-facing recommendations.
Current stage
Building the MVP around real advisor workflows.
AdvisorFabric is an early-stage product initiative focused on validating the highest-value workflows before broader institutional deployment.
Pre-launchB2B fintechHuman-in-the-loopInstitutional workflows
Interested in exploring the workflow? Contact the team.