Wealth Management Agent
The agent consolidates client holdings from LISPs, stockbrokers, CIS managers and offshore platforms, reconciles the accounts and analyses performance and allocation. It prepares client reports and suggested rebalancing options for your adviser's review, with a full record to support your FAIS and TCF obligations.
Ideal forFinancial planning teams
The difference
From 6-8 hours per client to 30-45 minutes
Your advisers can review more clients more often and spend their time on conversations and advice rather than on spreadsheets.
Done by hand
6-8 hours per client
With the Vanine agent
30-45 minutes
Time returned to your team
90%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Scattered data, one household view
Most clients hold investments across several platforms. The agent brings them together so advisers see the full picture without collecting statements by hand.
Stronger FAIS and TCF records
Data sources, calculations and suggestions are recorded for each client, supporting your record of advice and Treating Customers Fairly outcomes.
The adviser stays in charge
The agent drafts analysis and options, including tax and Regulation 28 considerations. Your licensed representative gives the advice.
Capabilities
One consolidated client view and review pack, ready before every meeting.
Built for FAIS-licensed financial planners and wealth managers, private banks, family offices and stockbrokers.
Multi-source data consolidation
Aggregates holdings from LISPs such as Allan Gray, Glacier, Momentum and Ninety One, stockbrokers, CIS managers and offshore accounts into one household view.
Automated account reconciliation
Matches transactions across accounts and flags discrepancies and missing or duplicate holdings, so portfolio records are complete and accurate.
Performance analysis and attribution
Calculates returns in rand and hard currency, measures allocation drift and attributes performance to holdings and strategies.
Rebalancing and tax-aware options
Identifies concentration risk, allocation drift, Regulation 28 limits on retirement products and capital gains tax implications, and suggests rebalancing and wrapper options (discretionary, tax-free savings, endowment, retirement annuity) for adviser review.
Automated client reporting
Generates performance reports, holdings summaries and fee analyses, including TER and TC disclosure, in your firm's format.
FAIS and TCF audit trail
Keeps a full record of data sources, calculations and suggestions to support your FAIS record of advice and Treating Customers Fairly outcomes.
How it works
From your systems to a result you sign off
Advisers ask it in Teams or OpenAI Frontier before a review, or it runs on a schedule across the client book.
Connect the places your client portfolios already live.
LISP, stockbroker and offshore platform statements and data feeds, and client profiles from your CRM and planning tools. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- LISP platforms (Allan Gray, Glacier, Momentum, Ninety One)
- Stockbroker and offshore platform statements
- Salesforce or Dynamics 365 CRM
- Your financial planning tools
Advisers ask it in Teams or OpenAI Frontier before a review, or it runs on a schedule across the client book.
Consolidated views, reports and draft rebalancing options are saved to the client file in SharePoint or your CRM, ready for the adviser to review. Advice and any instructions to platforms remain with your licensed representative.
Step by step
- 01
A client review is scheduled or a periodic reporting cycle starts.
- 02
The agent gathers holdings and transactions from every platform.
- 03
It reconciles accounts and analyses performance, allocation and tax.
- 04
It drafts the client report and rebalancing options.
- 05
Your adviser reviews, gives advice and records it in the client file.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Consolidate the Naidoo family’s accounts"
- client
- Naidoo family
- accounts
- 11
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your client portfolios never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your client portfolios stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your client portfolios. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR CLIENT PORTFOLIOS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
