AI automation for wealth management
Most wealth managers lose hours every week to admin instead of advising their clients: correspondence, scheduling, review packs, onboarding paperwork, follow-ups that cannot be dropped and cannot all be done.
ellul.ai builds private AI systems that handle that work around the way your practice already runs. You own the system outright, and confidentiality is a design constraint, not a feature request.
Advice and the client relationship stay entirely yours. The correspondence, preparation and chasing around them are what we remove.
Where advisory hours leak away
- Client emails answered personally, including the purely administrative ones
- Review meetings prepared by assembling data from systems by hand
- Onboarding packs and KYC document chasing managed manually
- Scheduling threads that take longer than the meetings
- Follow-up actions from every meeting tracked in notebooks
- Compliance-friendly records maintained on evenings and weekends
What we automate
Correspondence triaged and drafted
Administrative client emails answered automatically in your tone; substantive ones arrive with a drafted reply and full context attached.
Reviews prepared before you ask
Review packs assembled automatically from your systems, and every follow-up action tracked to completion afterwards.
Onboarding on rails
Document collection, chasing and status tracking run automatically, turning weeks of back-and-forth into a clean pipeline.
Each of these maps to the studio's core services: workflow automation, agents and operators, and front desk AI, scoped to your firm.
Engineered, not improvised
You own it
Real, versioned, monitored software on accounts you control, with full IP assignment. Not a no-code flow rented from a platform.
Guardrails by default
Sandboxing, approval gates and a full audit log ship as standard, built on patent-pending work in AI-agent security.
Measured against a number
Every engagement starts by agreeing the KPI it will move: hours saved, response time, error rate. The pilot proves it before you roll out.
The proof is AI systems running in production today. See the work.
Common questions
Client data is regulated. How do you handle that?
Systems run on accounts your firm owns, with approval gates and complete audit logs by default. Nothing is shared, exported or used to train anything. We build to your compliance reality.
Can the AI send anything without sign-off?
Only what you explicitly allow. Approval gates are standard: routine mail can flow automatically, anything sensitive waits for a human. You set the line.
What is a sensible first step?
A free 30-minute consultation with the engineer who would build it: an honest view of what is automatable in your practice within your regulatory constraints.
Start with a straight answer
A free 30-minute consultation with the engineer who would build it: what is worth automating for wealth managers, what is not, and where to start. Or scope it instantly with the AI on the homepage.