WealthOS
WealthOS is the wealth management solution of InvestWeave: one governed, AI-native workspace over the systems a wealth firm already runs, from onboarding to month close. Four licensed models, a family-office-native ownership graph and SEBI rules built in, so every desk works from one client and family truth and every decision can be replayed.
Capabilities
Each capability works on one client and book truth, with governed AI drafting and a named owner approving.
One book per client, across the whole family.
An ownership and authority graph links people, entities, mandates and held-aways, so every team serves from one client and family truth rather than repeating the client to each desk.
IPS-checked proposals, suitable by construction.
Research-backed proposals are assembled in one place, checked against the client IPS and suitability before they go out, so revenue is pursued only among options that fit the mandate.
In-house PMS and AIF, drift watched and rebalanced.
Discretionary and advisory portfolios are monitored for drift, breach and exposure, with rebalancing proposed under maker-checker so action is deliberate and recorded.
Every rupee traced to an agreement.
Fees and trail are reconciled line by line against agreements, and payouts are gated on conduct, so revenue leakage is caught early and incentives follow the rules.
A signal arrives with its next step.
A house signal such as a fund-manager exit ranks the exposed portfolios by breach and tax impact, with the evidence linked and the next step owned, so research becomes an action rather than a PDF.
Rules checked as work happens.
SEBI IA segregation, suitability, KYC and information barriers are enforced as work happens, with maker-checker and a point-in-time audit, so evidence is never rebuilt by hand.
How it works
Every stage works on the same client and book truth, with governed AI drafting and a named owner approving, so the firm moves faster and stays audit-ready.
A discovery workshop with business and IT leaders maps the highest-friction workflows, then a focused pilot proves the value on live data.