The Answers
Advisors Need
Without the Chasing
WealthIris connects directly to your system and gives your team instant, traceable answers in plain language. No estimates. No back-office delays. No guesswork.
850K+
Queries processed from live data since 2020
1.7M+
Proactive alerts fired automatically to date
~2 hrs
Saved per advisor per day — time returned to clients
PRIVACY & SECURITY
Every query runs against an encrypted, masked mirror of your data, never the live source. SOC 2 Type 2 attested and ISO 27001 certified, with a full audit trail on everything asked.
AES-256 encryption, at rest & in transit
SOC 2 Type 2 & ISO 27001
Data masked & anonymized
Full audit trail on every query
One question. Every system. An instant answer.
WealthIris sits above your current system, giving advisors a single place to ask questions and get reliable, traceable answers in plain language. No report requests. No waiting. No risk of a number you can’t stand behind. And if you have other systems, we can integrate with them too - just let us know.
Ask in Plain Language
No report requests. No back-office delays. Ask a question, get the answer, move on.
Proactive Alerts
Know about concentration risks, data gaps, and account changes before your clients do.
Answers From Your Data, Not From AI
Every number comes straight from your system of record — not estimated, not inferred.
Works With What You Have
No rip-and-replace. WealthIris layers above your current stack and enhances it from day one.
The core distinction
Two types of AI. One you can stake your license on.
ChatGPT, Copilot, and Gemini are all built on the same probabilistic foundation. Understanding what that means determines whether you can trust the answer.
The “best guess” engine
Generates the most statistically likely answer based on patterns. Fast and fluent — genuinely excellent for drafting and research. But it can be wrong, and it won’t always tell you when.
Probabilistic AI
“What is this client’s tech exposure?” A generic model can average similar client profiles and gives you a plausible-sounding number - and you have no way to audit it.
Right for: emails, meeting notes, research, drafting
The “from your data” engine
Queries your actual systems of record directly. No estimation. If the answer exists in your data, WealthIris returns it with a source citation. If it doesn’t exist, WealthIris says so. It never invents an answer.
Computed Analytics
“What is this client’s tech exposure?” WealthIris pulls the live figure from your portfolio system. Ask again tomorrow: same method, updated data.
Right for: financial analysis, compliance, client-facing answers
How It Works
Ask. Monitor. Report.
01
Ask.
Any question about a client, account, or your entire book — in plain language, no special format. Get an instant, traceable answer straight from your system of record.
02
Monitor.
Set thresholds once and WealthIris watches continuously — cash drag, allocation drift, concentration risk. When something crosses the line, you hear about it automatically.
03
Report.
Full visual breakdowns of every household — asset allocation, drift by position, account-level detail, and market value over time. No spreadsheet required.
