Trusted AI Platform for Wealth Enterprises
Fiden AI is the AI intelligence layer that connects your teams and tools, so that you can scale growth, increase margins with compliance and every client still feels like your only client.
directional · Modelled — figures vary with a firm's data and adoption.
The same day, before and after Fiden.
Across a wealth enterprise, seven roles carry very different days. In each of them the routine work shifts to governed agents, so the people in the role can spend more of their time on judgment and on clients.
Operational work is handled for the advisor, which returns a large part of the day to clients.
The advisor prepares for the nine o’clock review by searching four systems that do not share data, and even then the client’s assets held away from the firm remain an estimate.
The most useful insight often appears only once the meeting has ended.
The late afternoon goes to writing up notes and completing the operational tasks left over from meetings, rather than speaking with the next client.
The review opens with a brief that Fiden has already assembled. It covers the full client picture, the assets held away from the firm, recent life events, and a recommended next step.
When the market moves, its effect on each client’s portfolio is already mapped, so the advisor can respond within the meeting itself.
Notes, tasks, and the operational follow up are handled automatically, which leaves the afternoon for client relationships.
Operational work is automated, which returns a large part of the advisor’s day to clients.
Evidence note. Verified figures, shown in lime, are drawn from a live engagement with no additional headcount. Directional figures are based on models and are labeled accordingly, and actual results vary with each firm’s data foundations, systems, and adoption. Roles shown without a figure describe a qualitative change only.
Products
Timely engagement for every account.
Fiden reviews the whole book and identifies what to do next for each account, with the reasoning attached.
The whole book, in one view.
Accounts, portfolios, held-away assets, house views, and past interactions sit in one view that every role can query and use.
Notes captured, actions carried out.
Fiden analyzes each meeting, turns the commitments into assigned action items, and automates the follow-up where it can.
Personalized planning, on demand.
Our engine turns life goals, objectives, and current allocation into recommendations that stay within the firm's views and constraints.
Reports in the firm's voice.
Fiden drafts client reports and messages in the firm's voice, and routes each one to the advisor to approve before it sends.
Build your own agents, governed by default.
Compose agents for your own workflows on the same foundation, with the firm's AI policy, permissioning, and audit applied automatically.
Trust is engineered here, not assumed.
Security and data protection are the ground the system is poured on — not a coat of paint at the end. Every action an agent takes is observable, explainable, permissioned, and auditable.
Read the full architecture →AI policy ingestion
Your rules, enforced at inference on every input and output.
PII & NPI redaction
Sensitive data removed before anything reaches a model.
Evals & observability
Every interaction scored, logged, and flagged when it slips.
Single tenancy & self-hosted
Your environment, your keys — cloud, on-prem, or air-gapped.
Keep what works. Connect the rest.
Fiden orchestrates the tools you already run — the answer for the 51% of advisors who name disconnected systems as their top frustration.
“We did not need more analysts. We needed an AI OS that made every analyst exponentially more powerful. That is what Fiden built.”
How that result gets built is deliberate — an engagement that carries your firm from first assessment through to the goals you set, with the burden of proof on us at every step.
- 01
Assessment
We start by understanding how your firm works — its processes, its philosophy, and the judgment behind both.
- 02
Embedded teams
Our specialists work alongside your teams, tailoring the product to your firm rather than the other way around.
- 03
Cross the pilot chasm
Proof at small scale, fine-tuned to the quality your firm will accept, before anything scales to the wider book.
- 04
Committed to your success
We stay through change management and adoption, and remain until the goals we set together are met.
We help you cross the chasm from Pilots to Production to ROI
Let's build something great together.
Please reach out to us for inquiries and partnership.