Mission
Help investors with what matters to them, as an independent arbiter. Enable wealth advisors to deliver hyper-personalized insights and solutions that improve engagement and client satisfaction.
Deterministic, suitability-aware Agents for investment advisory & engagement
Hyper-Personalized investment advisory, at scale.
Photis Wealth AI is a modular, AI-powered investment advisory and engagement platform for financial institutions. It personalizes portfolio outlook and insights from your trusted sources, checks your suitability and policies automatically, generates proposals, and streamlines compliant client interactions.
Deterministic by design
Suitability-grounded
Portfolio look-through
Proposal automation
Enterprise security
Mission
We help investors with what matters to them by empowering advisors to deliver hyper-personalized insights and solutions.
Innovation
Continuously evolve bleeding edge technology and data solutions.
Integrity
Maintain transparency and rigorous controls in advisory workflows.
Client-Centricity
Prioritize engagement quality and measurable client outcomes.
Collaboration
Work cohesively across CIO, Product, Compliance, and Advisor teams.
Who we help & how
Photis is built for advisors in banks, portfolio managers in family offices, EAMs/IAMs, CIO and product teams, and digital wealth providers.
Client Advisors & Investment Counselors
Instant, client-specific portfolio impact from any pre-approved outlook—plus automated, suitability-checked proposals and ready-to-send digital nudges to engage every client.
Portfolio Managers
Holistic look-through across custodians, mandates and accounts to spot actionable exposures, gaps vs. models and portfolio drift—and auto-generate proposals and due-diligence packs.
CIO & Product Teams
Transparent line-of-sight into how house views are implemented across books, tracking real portfolio impact and adoption, with field-ready, compliance-approved content.
Asset Managers
Independent assessment of multi-source views anchored to holdings, filtered by suitability and preferences for hyper-personalized delivery—with automated next-best-actions and clear justification.
Platform at a glance
A finetuned large language model purpose-built for investment management & advisory engagement, wrapped in enterprise-grade workflows.
Portfolio Impact Engine
Translates any trusted outlook or forecast into client-level impact, highlighting exposures that need attention and rationale anchored to sources.
Suitability & Policy Guardrails
Every draft is auto-checked against suitability, distribution policies and disclosures before an advisor hits send.
Proposal & Content Automation
Tailor-made proposals and client messages—melding risk profile, holdings and views—generated in seconds for each mandate.
Modular & API-first
Deploy standalone capabilities or the full stack. Integrate via APIs into portals, CRMs and order-management.
Taxonomy & Grounding
Multi-level investment taxonomy and suitability grounding constrain the AI to ensure deterministic, auditable outcomes.
Enterprise Security
SSO, RBAC, audit logs, data isolation and private deployments—security is core to Photis.
How it works
From research to real client action—closed-loop and measurable.
Ingest & Summarize
Connect pre-approved research and outlooks. Summarize and extract structured data.
Map to Portfolios
Anchor insights to actual holdings, mandates and client preferences.
Check for Suitability
Validate against policy, suitability and disclosures—automatically.
Propose & Communicate
Generate proposals and client-ready messages; nudge digitally when appropriate.
Execute & Learn
Bundle orders, monitor impact and feed results back for continuous improvement.
Modular delivery. Each capability can run independently or as part of an interconnected
system. Deliver via APIs into existing channels—or deploy the complete solution.
Data security & compliance by design
The core of our solution is ensuring the highest level of data security while enabling compliant engagement.
Enterprise-grade controls
SSO/SAML, role-based access, encryption in transit & at rest, audit trails, fine-grained data permissions.
Suitability & Policy Guardrails
Embedded compliance checks, templated disclosures, approval workflows, and content allow-lists.
Private deployment options
Deploy in your VPC or private cloud; isolate models & data; integrate with DLP and KMS.
API-first architecture to fit your stack
APIs & Connectors
Connect to portfolio books, CRM, research libraries, and order-management. Examples include portfolio systems and OMS/EMS platforms.
Controls & observability
Admin console for policies, roles, templates, audit logs, and monitoring. Export to your SIEM.
Flexible rollout
Start with one module (e.g., Portfolio Impact) and scale to full advisory automation.
Outcomes
Photis is designed to drive measurable uplift in client engagement, advisor productivity and consistency of implementation.
Advisor Productivity
Reduce time spent drafting proposals and client communications while increasing coverage per advisor.
Client Engagement
Deliver hyper-personalized insights and nudges that keep clients informed and aligned with their objectives.
FAQs
A few common questions. More on request.
What sets Photis apart?
Unique edge: taxonomy + suitability grounding + deterministic outputs → enterprise-grade, auditable personalization.
What sources can Photis use?
Any pre-approved research and data: your CIO outlooks, product desk notes, third-party research, and internal policies. Photis anchors insights to holdings regardless of source.
How does suitability checking work?
Drafts are evaluated against your suitability rules and distribution policies with templated disclosures. Exceptions are flagged for review before anything is sent to clients.
Can we deploy privately?
Yes. Options include private cloud/VPC deployments, with your identity provider, KMS, DLP, and data-retention standards.
Is Photis a replacement for our PMS/OMS?
It depends on your requirements. Photis enhances your stack by translating research into portfolio-level actions and client communications, then connecting to existing execution and booking systems.
Book a demo
Share your details and we’ll connect to walk you through the platform.
Contact
Ready to see the platform in action? Book a demo or drop us a note.
hello@photiswealth.com
Singapore | Serving Clients Globally
By appointment