AI for wealth management
AI That Makes Your Firm More Profitable — Not Just More Efficient
Purpose-built AI operations for RIAs, wealth managers, and advisory firms. Automate compliance, unify custodian data, and scale AUM — without scaling headcount.
30%+
advisor time recovered
90-day
ROI timeline
0
additional headcount
24/7
compliance monitoring
The Problems Holding Your Firm Back
Every hour your advisors spend on operations is an hour not spent with clients. These are the bottlenecks AI was built to eliminate.
Compliance & Regulatory Burden
SEC filings, ADV updates, best-interest documentation — your team spends 30%+ of their week on compliance instead of clients.
Manual Client Reporting
Quarterly performance reports, billing reconciliation, and client-ready decks still require hours of manual assembly per household.
Custodian Data Reconciliation
Pulling and normalizing data across Schwab, Fidelity, and Pershing is a daily headache that creates downstream errors.
Scaling AUM Without Headcount
Every new $50M in AUM shouldn't require another associate. Your margins compress when growth means more people.
What AI Actually Does for Your Firm
Not theory. Not pilots. Production AI workflows built around how wealth management firms actually operate.
AI Client Briefing Prep
Auto-generate pre-meeting briefs with portfolio performance, life events, recent interactions, and talking points — ready in seconds.
Compliance Monitoring
Continuous surveillance of trading activity, concentration limits, and regulatory triggers with automated exception alerts.
Portfolio Drift Detection
Real-time monitoring against target allocations with automated rebalancing recommendations and approval workflows.
Client Communication Automation
Personalized market commentary, birthday messages, and milestone notifications that feel human — sent at scale.
Custodian Data Unification
A single normalized data layer across Schwab, Fidelity, Pershing, and other custodians — updated daily, reconciled automatically.
See the numbers
Calculate Your AI ROI
Model the impact of AI on your firm's operations — from advisor time recovered to compliance cost reduction. See what Ghost Ops would save your practice.
Open ROI CalculatorGhost Ops for Wealth Management
Managed AI operations built for advisory firms. Monthly subscriptions with setup, integrations, and continuous improvement included.
Starter
Ghost Ops Lite
$2,500/mo
- 1 AI workflow (e.g., client briefing prep)
- Setup & custodian integration included
- Monthly optimization reviews
- Managed monitoring and support
Most Popular
Ghost Ops Pro
$7,500/mo
- 3 workflows + custodian integrations
- Dedicated compliance dashboard
- Weekly performance reviews
- Priority support with SLA
Enterprise
Ghost Ops Elite
$15,000/mo
- Unlimited workflows across your firm
- Full AI operations team
- Custom compliance & reporting dashboards
- SLA guarantees + audit-ready documentation
- Quarterly strategy reviews
Ready to Make Your Firm More Profitable?
Book a free AI assessment call. We'll audit your workflows, identify the highest-ROI automation opportunities, and show you exactly what Ghost Ops would look like for your firm.