Built for how RIAs and Wealth Managers actually work
Tools designed specifically for the operational challenges of wealth management firms.
WealthAide Chat
Ask questions in plain language and get instant answers from your firm's policies and procedures. No more digging through manuals or shared drives.
WealthAide Flows
From first signature to final transfer. WealthAide Flows automates your onboarding and estate workflows so nothing falls through the cracks.
Time Savings
Save 5-10 hours per week for your operations team. Eliminate repetitive searches and automate routine compliance documentation.
Compliance Built-In
Every answer is grounded in your actual policies. Maintain audit trails and ensure your team follows current procedures.
Solutions that save real hours
Purpose-built tools for the workflows that consume your operations team's time.
Instant Policy Access
Upload your compliance manuals, ADV documents, and internal procedures. Your team can ask questions and get accurate answers in seconds—grounded in your actual documentation.
- Natural language search across all documents
- Source citations for every answer
- Always up-to-date with your latest policies
Client Onboarding Workflows
Transform your new client process from a checklist nightmare into an automated workflow. Ensure every step is completed, documented, and compliant.
- Automated document collection
- Smart task assignment and tracking
- Integration with custodians and CRMs
Death of Client Workflows
Handle sensitive account transitions with care and compliance. Automated workflows ensure proper documentation, beneficiary notifications, and regulatory requirements are met.
- Step-by-step guidance for staff
- Automated document generation
- Audit-ready compliance trail
Ready to transform your operations?
Tell us what's eating your team's time. We'll show you how WealthAide handles it.