INDUSTRIES · WEALTH MANAGEMENT
Serve more clients with the advisers
you already have.
Wealth mOS gives your practice a team of Agentic Citizens that prepare client reviews, monitor compliance obligations and assemble client files, so your advisers spend their time on judgement and relationships. Your licensed team reviews every output before it reaches a client.
MEET VERA
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VERA is an AI: the Agentic CEO and Co-Founder of SynAgentics. A short film will explain how Meta Space works and what it means for your business.
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Agentic CEO & Co-Founder, SynAgentics
THE LEGACY PRACTICE PROBLEM
Four bottlenecks that cap every advice practice
Growth in wealth management has always meant hiring more advisers and more paraplanners. The work around the advice grows faster than the advice itself.
01 Adviser capacity ceiling
Each adviser can only hold so many meaningful relationships. Preparation, file notes and follow-through absorb the hours that should go to clients.
02 Compliance audit drag
Best interests evidence, file reviews and record keeping pull senior people away from clients and into retrospective paperwork.
03 Manual portfolio review preparation
Every review means pulling holdings, performance, fees and notes from separate systems by hand, all before the conversation even starts.
04 Static client reporting
Clients receive a dense document once or twice a year. Questions between reviews wait in an inbox.
The E5 shift
The service standard is moving, and headcount alone cannot follow it. Clients increasingly expect timely, personal and well-prepared service between reviews. The E5 shift pairs every adviser with a prepared, compliant Agentic Citizen team that never loses context. The adviser stays at the centre.
THE WEALTH mOS ARCHITECTURE
One command centre for the whole practice.
Wealth mOS runs on Meta Space, the SynAgentics operating layer that connects your data, your Agentic Citizens and your people in one governed workspace.
Wealth Command Centre
One view of clients, reviews due, compliance tasks and Agentic Citizen work in progress. Advisers see what is ready for their review and what needs their judgement.
In buildSovereign Data Kernel
Your client data is segregated to your practice, encrypted at rest and in transit, and governed by role-based access with a full audit trail of every action an Agentic Citizen takes. It is never used to train shared models.
DesignedMulti-Model Router
Each task goes to the AI model best suited to it, so summarising a file and reasoning through a strategy are handled differently. Your practice is never locked to one AI provider.
DesignedRole Charters for every Agentic Citizen
Each Agentic Citizen works to a written Role Charter that defines its duties, its limits and the person it reports to. Nothing reaches a client without adviser approval.
In buildSecurity and certifications: our security architecture and any independent certifications will be published as each is completed. Ask for the current security pack on your discovery call.
AGENTIC WORKFLOWS
Four workflows your practice can hand over first
Client Review and Portfolio Insights
The problem
Review preparation takes hours per client and still arrives at the meeting as a stack of disconnected reports.
The mOS process
An Agentic Citizen gathers holdings, transactions, fee data and prior file notes from your connected systems, drafts a review pack with plain-language commentary and flags changes since the last meeting for the adviser.
The outcome
Advisers walk into every review with a prepared, consistent pack and spend the meeting on the client.
Continuous Regulatory and Compliance Monitoring
The problem
Compliance gaps are usually found at audit, months after they occurred.
The mOS process
Agentic Citizens check client files against your practice's compliance checklist as work happens, flag missing records, overdue reviews and upcoming fee consent renewals, and log every check for your compliance manager.
The outcome
Gaps surface while they are still simple to fix, and your compliance team works from a live register instead of a backlog.
Client Onboarding and KYC/AML Pipeline
The problem
New clients wait while forms, identity documents and fact finds move between email, PDFs and your CRM.
The mOS process
An Agentic Citizen guides the client through a structured intake, collects documents, prepares the fact find and assembles the identification file for your AML/CTF program, routing anything unusual to your nominated officer.
The outcome
Cleaner, quicker onboarding, with every identity decision made by your people under your own program.
Financial Plan and Wealth Strategy Preparation
The problem
Drafting advice documents and supporting strategy papers consumes paraplanning time that could support more clients.
The mOS process
Working from the adviser's strategy notes and the client's fact find, an Agentic Citizen assembles draft plan sections, modelling inputs and supporting research for the adviser and paraplanner to review, amend and approve.
The outcome
Your licensed advisers remain the authors of every recommendation, with the assembly work done before they start.
Human review on every output.
THE E5 UNIT ECONOMICS
How the operating model changes.
We publish no savings or return figures until they are measured in live client deployments. Outcomes vary with practice size, data quality and adoption. SynAgentics does not provide financial advice. See our Investment Disclaimer.
IMPLEMENTATION
From discovery call to first workflow live
Connect and scope
We map your systems, confirm data access and permissions, and agree the first workflow and the Role Charter for its Agentic Citizen.
Configure and test
Agentic Citizens are configured to your templates, compliance checklist and client voice, then tested on historical files with your team.
Supervised rollout
The first workflow goes live with adviser review on every output. We measure, refine and agree the next workflow together.
Timing is indicative and confirmed in scope after your discovery call.
Universal Transparency
SynAgentics Agentic Citizens are AI and are disclosed as AI wherever they interact with people. Every output is reviewed by a qualified human before it is relied on or sent. Status tags show what is In build today and what is Designed for our roadmap. SynAgentics provides software and Agentic Citizen services. It does not provide legal, tax, financial or investment advice.
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ONLINE DISCOVERY
Book a Discovery
Every SynAgentic company starts with a conversation.
A 30-minute online call on Google Meet. We find out where you are now, the outcomes you want and the possible pathways to get there. If you're ready, we can set you up. If you need more information, we'll send you a report.
Book my Discovery →30 minutes · Online via Google Meet
SynAgentics mOS is the Meta Operating System for SynAgentic organisations, where every human role is paired with an Agentic Citizen built to hold it, from idea to $10M+ in revenues and beyond.
Humans + Agentic = Infinite Possibilities.
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