Wealth managers, financial planners and family offices: the file work runs itself, and your advisers get their calendar back.
Understanding what a family actually wants money to do - and standing between them and a decision made in fear - is the entire value of the relationship. Nothing else on the adviser’s desk requires an adviser.
Knowing the family: what the money is for, who really decides, and when the right advice is to do nothing at all.
Meeting packs, file notes, suitability records, review reporting, onboarding paperwork, check-in emails, regulatory returns.
Your advice standards become the system’s: the software prepares and documents, your advisers advise and sign.
Not a chatbot in your inbox. Whole workflows in production - across every person and system they touch - on one layer that the next workflow reuses.
Preparation packs assembled before every meeting and file notes written after it - the hours per client per review that currently happen in evenings.
Suitability documentation and advice records produced from the actual conversation and the actual recommendation, complete enough to survive a file review.
Review reporting and rebalancing rationale generated per household, so reviews happen on schedule instead of when capacity allows.
Onboarding, identity and source-of-wealth documentation gathered and evidenced - weeks of back-and-forth compressed into a guided flow.
Client correspondence handled and proactive check-ins triggered by events rather than by memory, which is where relationships quietly erode.
Regulatory returns and internal file reviews run continuously against the live record, not sampled in a panic before an inspection.
Positions consolidated across custodians into one household view, ending the reconciliation work that precedes every single report.
A client-facing planning experience under your brand - the plan updated continuously, scenario questions answered on demand, and proactive alerts when something changes in a client’s life or portfolio. Clients get more attention, not less, and one adviser can serve properly what two used to.
Not an annual PDF. A live plan the client can look at, with the numbers already updated when they do.
“Can I retire two years early?” answered when the client thinks of it - which is the moment they are most engaged, and the moment you are usually unavailable.
Households per adviser is the number that determines margin, service quality and what the firm is worth. This is the only lever that moves it without hiring.
Cerulli found 64% of wealth firms report AI has already reduced manual and administrative work, with AI-specific spend rising from 8% to 15% of technology budgets in 2026. Rogo - already inside 350+ financial firms - moved into wealth management in September 2026. The firms that build their own layer this year will be serving more households at better margin than the firms that wait to buy one.
Code, models, prompts and runbooks transfer to your firm. If we disappeared tomorrow, the system keeps running.
The second workflow costs a fraction of the first, because permissions, integrations and audit trail are already built.
Human-approved gates, evidence on every output, advice records built as work happens, ISO 27001 and GDPR alignment, deployable in your own environment.
Our engineers sit inside your firm until it runs - then your people build on it, not just operate it.
We invest €50,000 of engineering into one real process inside your firm. Two minutes to apply, twenty to find out if you are a fit.