Advisory firms

• Client apps and portals, native iOS and Android and web: holdings, performance, documents, funding and transfers.
• Onboarding and account opening under the rules of each account type, with KYC where the account requires it.
• Plain-English explanations of what the market did to each client's holdings, with guardrails that keep them on the right side of advice: no “buy”, no “sell”, a disclosure on every answer.
• Reporting and analytics on live data, on a columnar store, so a report takes seconds rather than a nightly batch.
• Integrations with the custodians and platforms your firm already runs on.

The closest published work is the AI market-movement explainer: per-account explanations of what the market did to a client's holdings, with the guardrails an advisory firm's compliance review expects. The audit starts with what your advisers do by hand today, and which of it the client should be able to see on their own.