CYPRIAAI

Solutions · Wealth management

AI agents for wealth managers.
Your client data never leaves your hands.

Prepare client reviews, answer portfolio questions, keep KYC files current and draft reports — with the identity documents, account numbers and contact details in every client file sealed inside your own network.

5 business cases · use the arrows or swipe

01 / 05For advisers and relationship managers

Walk into every client review prepared

Today

Before each meeting, someone gathers holdings, performance, notes and the last suitability file from four different systems.

With CypriaAI

Ask the agent to prepare the review. It pulls the positions, what has changed since last time and any open actions, then drafts the pack in your format.

You edit instead of assemble — and spend the time you save with clients.

Works with: Portfolio system, CRM notes

The ID numbers, IBANs and emails your team types are sealed before they leave your network.

02 / 05For investment teams and management

Get portfolio answers in seconds, not days

Today

A simple question like “What is our exposure to…?” goes to operations, and the answer comes back days later.

With CypriaAI

Just ask. The agent reads your portfolio data (read-only), works out the figure and shows where every number came from.

A clear answer you can check, while the question still matters.

Works with: Portfolio database (read-only)

The account numbers your team types are sealed before they leave your network.

03 / 05For compliance and onboarding teams

Keep KYC files current without the chasing

Today

Every review cycle means chasing expired documents and typing the same profile details again.

With CypriaAI

The agent checks each file against your policy, spots anything expired, missing or inconsistent, and drafts the request to the client.

Files reach compliance complete, and nothing expires unnoticed.

Works with: KYC records (read-only), your KYC policy

The ID and passport numbers and phone numbers your team types are sealed before they leave your network.

04 / 05For operations and advisers

Send client reports that read the same every quarter

Today

Each quarter the commentary is written from scratch — a little differently for every client.

With CypriaAI

The agent gathers the period's figures and drafts the commentary in your house style, with every number traced back to its source.

Consistent reports your team reviews rather than rewrites.

Works with: Portfolio data, your report template

The IBANs and client references your team types are sealed before they leave your network.

05 / 05For advisers and the front office

Answer mandate questions without waiting for the expert

Today

“Is this allowed under the mandate?” waits until the one person who knows the document is free.

With CypriaAI

The agent reads the mandate and your policies and answers with the exact clause. If the answer isn't there, it passes the question to a person.

Quick, consistent answers that never guess.

Works with: Mandates, investment policy

The client identifiers your team types are sealed before they leave your network.

Why it matters here

Wealth management files are full of identity documents, account numbers and contact details. With the Gate in your network, an agent prepares the meeting without any of those details being readable outside your firm.

How we protect data

Start with the work you choose

Bring us the task nobody wants.
Keep the client data on your side.

Book a pilot callHow we work