See WealthIris do the work.
Real screens from the product on demo data: ask a question, set an alert, open a dashboard, build a client review.
01 · QUERY
Ask anything. Get the exact number.
Type a question about a client, an account or your whole book. WealthIris answers from your system of record and shows how it read the question.
Plain-language questions, no report requests
Every answer shows how it was interpreted
Follow up without starting over
02 · ALERTS
Know before your client calls.
Turn any question into an alert. WealthIris reruns it on your schedule and tells you when something needs attention.
Cash drag, drift, concentration and review gaps
Daily, weekly or custom schedules
Results land in your Notifications inbox
03 · DASHBOARDS
Every household at a glance.
Allocation, drift, account detail and market value over time on one screen, refreshed from your system of record.
Asset class, position drift and account views
Market value by month with deposits overlaid
One click to refresh with live data
04 · REPORTS
Build it once. Reuse it every review.
Turn the questions you ask every quarter into a saved view your team and clients can open any time.
Start from any question or answer
Arrange the views that matter for each household
Share a read-only link with a client
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