The agentic system that works alongside your whole practice.
WealthCowork is one AI that researches, monitors, and prepares across your whole practice — grounded in your clients' real portfolios and documents, cited to source, and logged for audit. Built for RIAs and the firms they're building.
One system reasoning across your whole practice
Built for firms like
Your practice runs across a dozen disconnected tools.
Research in one tab, the CRM in another, portfolios at the custodian, compliance in a spreadsheet. The context that makes good advice lives everywhere and connects nowhere — and almost none of it is audit-ready.
Context scattered everywhere
Portfolios at the custodian, notes in the CRM, filings on EDGAR, plans in a folder. Every client question means reassembling the picture by hand.
Nothing is audit-ready
When compliance asks how you reached a recommendation, can you produce a timestamped, sourced trail? Most stacks can't.
Point tools that don't talk
A notetaker here, a planning app there, a risk tool somewhere else. Each solves one step and hands you back more copy-paste.
The shift to AI-assisted advice is already mainstream.
Adoption has crossed from early movers to the mainstream. The firms pulling ahead aren't bolting AI onto one task — they're running the practice on it. WealthCowork is built to be that layer, grounded in your own client data.
Ask a question. Get analysis and action.
WealthCowork reasons across 29 specialized tools — pulling portfolio data, running risk analysis, checking suitability, and taking action — every step grounded in your client's data and logged for audit.
From your data to a cited answer — and action.
WealthCowork connects to the tools you already use, reads your book the way you do, and does the work end to end. You stay in control — it just clears the runway.
Connect your CRM, custodians, and documents.
Portfolios, plans, filings, and firm knowledge — unified into one working memory the AI reasons over.
Ask anything.
Natural-language questions about any client's portfolio. "What's our exposure to China?" "Draft talking points for the Chen meeting."
Get cited answers — and action.
Research-grade answers with inline citations, confidence scores, and source links. Then tasks created, notes appended, docs sent — audit-ready and exportable.
Event probabilities, live.
Ask WealthCowork what the market thinks about the next Fed cut, the next CPI print, or the next election. Prediction-market probabilities and trading volume — cited like every other source. Useful for the questions clients actually ask.
Research, monitor, comply, and act.
WealthCowork works across your whole practice — 29 specialized tools spanning research, portfolio monitoring, compliance, and client structure — every step grounded in your data and logged for audit.
Cited research, not confident guesses.
One query orchestrates across SEC EDGAR, macroeconomic indicators, prediction markets, financial news, and your firm's documents — then returns a sourced answer with confidence scoring.
- Three RAG corpora — SEC filings, news, your firm's docs — searched as distinct sources
- Confidence score on every answer with reasoning trace
- Inline citations to source chunk and page
- Regenerate to compare alternatives — both logged
Drift, attribution, the signals you can't watch every day.
Daily snapshots of every household's holdings, cross-checked against the IPS bands. Drift signals fire the day a position breaches.
- Drift alerts against IPS bands — same day, not next quarter
- Insider activity surfaced per holding
- ETF profile lookup with sector weights
- Concentration alerts — HHI, single-stock, sector
- Benchmark against any index
A posture score that updates daily.
Every AI output cited and logged. Every suitability suggestion tracked from generated → accepted or rejected. Agreements go out for e-signature, disclosures to households — each tracked to signed.
- Compliance posture score (0–100) with 90-day trend
- AI governance — override rate, citation %, hallucination catches
- Suitability matrix — every client × every asset class
- Send IPS, agreements & beneficiary forms for e-signature — tracked to signed
- Deliver Form ADV / CRS & disclosures — delivered → acknowledged
- Audit export, filterable by date and materiality
Households, joint accounts, entities.
Real advisor data is messy: spouses, kids, LLCs, trusts, joint brokerage, separate IRAs, a per-member IPS. Most tools force you to flatten it into a contact list — and lose the structure that matters for advice.
- Household → Individual / Entity (LLC, trust, foundation) → Accounts
- Versioned IPS docs per entity — DRAFT → APPROVED → SUPERSEDED
- Per-member suitability with AI-proposed updates you accept or reject
- Joint and separate accounts, custodian-tagged
- Pre-meeting briefs against the full household context
Built for fiduciary responsibility.
Your client data stays yours. Full stop.
Firm-level data isolation. AES-256 encryption at rest and in transit. Your documents never train a shared model, and every interaction is logged in an immutable audit trail your compliance team can export at will.
Every answer carries its freshness.
Data-freshness is shown on every response. Stale data is flagged before you cite it — the kind of detail audit officers thank you for.
Data freshness
Fits the tools you already run.
WealthCowork is the research and compliance layer — it pulls data in and complements your CRM, custodian, and planning tools rather than replacing them. Wealthbox sync and DocuSign e-signature are live today; we're shipping the rest one at a time, highest-value first.
See the full list and our integration roadmap on the integrations page.
Plans that scale with your firm.
Free forever for solo advisors. Upgrade as you grow.
- 1 advisor seat
- 25 clients
- 250 AI credits / mo
- 100 MB document storage
- SEC & news data sources
- PDF audit export
- Up to 20 seats
- 250 clients
- 3,000 credits / seat / mo
- Overages at $20 / 1,000 credits
- 30 briefs / seat / mo
- 2 GB document storage
- All data sources
- Email support
- Up to 75 seats
- 1,000 clients
- 7,000 credits / seat / mo
- Overages at $20 / 1,000 credits
- 40 briefs / seat / mo
- 10 GB document storage
- Pre-meeting brief auto-gen
- PDF & CSV audit export
- Priority support
Questions advisors ask before they start
How is WealthCowork different from consumer AI assistants?
Consumer AI assistants hallucinate — they generate plausible-sounding answers without verifying facts or citing sources. WealthCowork uses Retrieval-Augmented Generation (RAG) to ground every answer in real data: SEC filings, FRED economic data, financial news, and your uploaded client documents. Every claim includes an inline citation linking to the source document and page number. You get research you can actually trust with your fiduciary duty.
What data sources does WealthCowork use?
WealthCowork synthesizes data from SEC EDGAR (10-K, 10-Q, 8-K filings), FRED (Federal Reserve economic data), financial news feeds, prediction markets, market intelligence, and any documents you upload (PDFs, financial plans, prospectuses). All sources are cited inline so you can verify every claim.
Do I need technical expertise to use WealthCowork?
No. WealthCowork is designed for financial advisors, not engineers. You ask questions in natural language — the same way you'd ask a research analyst — and get structured, cited answers in seconds. Upload documents by drag-and-drop. Export audit logs as PDF or CSV with one click.
How does the audit trail work?
Every query, every answer, and every citation is timestamped and stored in an immutable audit log. You can export complete audit trails as PDF or CSV at any time, formatted for regulatory retention requirements (SEC, FINRA). Your compliance officer will love it.
Can clients sign documents and agreements through WealthCowork?
Yes. WealthCowork includes a built-in e-signature flow powered by DocuSign — connect your DocuSign account in Settings, then send advisory agreements, Investment Policy Statements, BOI authorizations, and beneficiary designations for signature without leaving the platform. You can also deliver disclosures like Form ADV and Form CRS to a household and track them from delivered to acknowledged. Every document lands in the client's Document Center with its full lifecycle — draft, out for signature, signed — captured in the audit trail.
Can I use WealthCowork for pre-meeting preparation?
Yes — this is one of the most popular use cases. WealthCowork can auto-generate pre-meeting briefs that include a holdings snapshot, relevant news and SEC filings, upcoming catalysts, and prior action items. What used to take 45 minutes of manual research is ready in seconds.
Can WealthCowork understand charts and images in my documents?
Yes. WealthCowork uses a multimodal ingestion pipeline that goes beyond text extraction. When you upload a PDF containing charts, graphs, tables-as-images, or diagrams, each page is analyzed individually. Pages with visual content are processed through a vision AI model that extracts specific data points, axis values, trends, and table structures — so when you ask about a portfolio allocation pie chart or a performance comparison table, WealthCowork retrieves the actual numbers from the visual, not just the surrounding text.
Stop researching. Start advising.
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