Wealth
WellBridge AI Wealth Console
A workspace for wealth teams that connects a client’s holdings, mandate and conversation history, so preparation for every review starts from one clear picture.
Purpose
What it is for
Advisers rebuild the same picture before every client conversation: holdings from one system, the agreed mandate from a document, recent notes from email. It connects them, so time goes into the conversation rather than its preparation.
Before and after
From scattered to connected
Scattered (illustrative)
- Holdings in one system, the mandate in a PDF, notes in email
- Drift spotted late and explained from memory
- Review packs assembled by copying and pasting
Connected
- One view of holdings against the agreed mandate
- Drift highlighted with the rule that triggered it
- Review packs drafted from reviewed figures, marked as drafts
Mandate: balanced · allocation against target bands
- Equities58% (outside target band 45–55%)
- Bonds31%
- Alternatives6%
- Cash5%
Equities above the 45–55% band · rule: mandate band check
Scope
Capability areas
What it covers.
Mandate-aware views
Holdings shown against the agreed allocation bands, not in isolation.
Drift and exception flags
Departures from the mandate highlighted with the rule that triggered them.
Prepared review packs
Meeting material drafted from reviewed figures and marked as a draft until an adviser approves it.
Conversation context
Recent notes and open actions alongside the portfolio they refer to.
Boundaries
What it deliberately does not do
- It does not give personalised advice — advisers do.
- It does not send client communications without approval.
Questions
Frequently asked
Interested in the WellBridge AI Wealth Console?
Tell us what you would need it to do. We will tell you what exists today.