AI Wealth Management Agent

Four AI experts, zero hallucination, one wealth decision

WhatsApp
Agent sheet
Category
BI and decision intelligence
Model
open, installed on your premises
Data
never leaves
Subscription
€0 per month
01Overview

Traditional wealth advisors read static reports, consult disparate databases and write recommendations by hand. PatrimIA orchestrates four specialized agents, fundamental analyst, macro strategist, technical analyst and devil's advocate, that cross real-time data (markets, ECB/Fed, regulation, news) to produce rigorous, sourced and hallucination-free wealth analysis.

The problem

High-net-worth individuals and family offices navigate between advisors who speak without fresh data, public LLMs that fabricate numbers, and professional tools reserved for institutions. Result: wealth decisions made on intuition or 3-month-old reports.

Our answer

PatrimIA deploys four agents in parallel on each decision: the fundamental analyst examines balance sheets and financial ratios on real data, the macro strategist contextualizes ECB/Fed/BIS monetary policy, the technical analyst reads price and volume signals, and the devil's advocate identifies regulatory and legal risks. All sources are cited. Zero unverified claims.

02How it works

Live in four steps.

  1. 01
    Data source connection

    Integration of market feeds (Polygon.io), ECB/Fed regulatory documents, PDF statements and CSV portfolio files.

  2. 02
    Wealth profile configuration

    Definition of asset classes, investment horizon, risk profile and client-specific tax constraints.

  3. 03
    Four-agent deployment

    Launch of fundamental, macro, technical and legal risk agents, each specialized in their area of expertise.

  4. 04
    Consolidated report & alerts

    Multi-agent synthesis into a structured report with cited sources, actionable recommendations and automatic alerts on critical events.

03What you gain

Results you can measure.

Zero hallucination

Every claim is sourced from verified real data before being included in the analysis. No invented numbers or trends.

4-dimensional analysis

Fundamental, macro, technical and legal risk, institutional investment committee level, available on demand.

Real-time data

Polygon.io market feeds, ECB/Fed publications, financial news and regulatory documents integrated in real time, not static reports.

04Frequently asked

What we get asked before signing.

Does PatrimIA replace a wealth management advisor?
No. PatrimIA produces the analysis and documentation that advisors use to counsel clients. It eliminates research and writing work, not the client relationship.
Is portfolio data secure?
Yes. Data is encrypted in transit and at rest. No client data is used to train third-party models.
What assets are covered?
Listed equities, bonds, ETFs, real estate (via market data), private equity (from provided documents), crypto and structured products.
Is the service regulated?
PatrimIA is an analysis and decision-support tool, not a regulated investment advisory service. Recommendations are for informational purposes only.

Let's talk about your case for thirty minutes.

A conversation to understand your context, volumes and tools. You leave with a scope and an order of magnitude, no commitment.

WhatsApp
+261 38 66 261 00team@wikolabs.com