Source Fact
Mimasa retrieves approved data or a document passage. The user can inspect its origin.
AI For Financial Services
Wealth Management Intelligence for Better Adviser Work
Give advisers a clear view before every client conversation. Mimasa AI brings approved client, household, portfolio, product, market, and interaction data into one governed workspace.
Use AI in wealth management to prepare reviews, surface changes, draft client-ready material, and coordinate follow-up. Your team controls every recommendation and communication.
Human-led decisions • Source-linked outputs • Governed workflows • Deployment choice
15-Minute Briefing
Start With The Client, Not A Search Across Systems
An adviser often needs information from many places before a review. Mimasa turns that preparation into a guided workflow.
It adds intelligence to existing financial advisor tools. It does not replace CRM, planning, portfolio, or books-and-records systems.
- 01Recent client and household interactions
- 02Approved goals, preferences, and constraints
- 03Portfolio changes and flagged exceptions
- 04Relevant product or market updates
- 05Outstanding documents and service requests
- 06Previous commitments and next actions
- 07Source and status of every important fact
Category Context
Wealth Management, Enhanced By AI And Automation
Wealth management covers advice, planning, investment services, and long-term client relationships. Mimasa does not provide those regulated services.
It collects approved data, explains changes, routes tasks, and drafts material. Qualified people review advice, suitability, portfolio actions, and external communication.
For firms advancing digital wealth management, Mimasa connects fragmented work without replacing core systems.
The Boundary Stays Visible
Mimasa is not a wealth manager, investment adviser, broker, custodian, robo-adviser, rebalancing engine, trading platform, or system of record.
It supports the information and workflow around authorised professionals and specialist systems.
Client Context Compass
Bring The Facts That Shape A Useful Conversation Into View
This five-part view supports wealth management analytics without hiding the evidence.
| View | What Mimasa Can Organise | How The Adviser Uses It |
|---|---|---|
| Client And Household | Approved profiles, relationships, preferences, and contact history | Understand who is affected |
| Goals And Constraints | Recorded objectives, time horizons, policies, and restrictions | Prepare questions and review context |
| Portfolio Signals | Holdings data, allocation changes, performance inputs, and exceptions | Focus attention where review is needed |
| Interactions And Documents | Meeting notes, messages, agreements, and approved knowledge | Recall context with source links |
| Tasks And Service | Open requests, commitments, deadlines, and approval status | Coordinate the next action |
Controlled States01 02 03
Keep A Clear Line From Source To Client Communication
AI-Assisted Interpretation
The platform summarises or compares the fact. Generated text stays distinct from source data.
Adviser-Approved Output
An authorised person edits and approves the briefing, report, task, or message before use.
This source-to-approval pattern makes AI wealth management practical for regulated work without misrepresenting Mimasa as a wealth service.
High-Value Workflows01 02 03 04 05 06
Move From Adviser Preparation To Governed Follow-Through
Prepare Client Reviews
Build a briefing from authorised portfolio, client, market, product, and interaction data. Highlight change and attach source links.
Monitor Client And Portfolio Events
Watch approved data for material changes, missing inputs, service events, or policy exceptions. Route every signal to a person.
Create Meeting Notes And Follow-Up
Turn approved notes or transcripts into a structured summary. Extract commitments and require review before external communication.
Automate Client And Portfolio Reports
Combine approved data, commentary, and templates for automated client reporting. Route exceptions and drafts to named reviewers.
Answer Adviser Questions With Evidence
Search approved documents and datasets. Return concise answers with source links, role access, and tool limits.
Coordinate Service Requests
Classify requests, gather context, create tasks, and track resolution. Escalate sensitive or incomplete cases.
Portfolio Reporting
Automate The Work Around The Numbers
Portfolio reporting automation makes reporting easier to prepare and govern. Official calculations and records stay with specialist systems.
Mimasa complements portfolio reporting software. It does not replace performance calculation or accounting.
- 01Collect approved inputs
- 02Detect missing or conflicting information
- 03Prepare narrative from verified results
- 04Assemble review packs
- 05Route exceptions and drafts
- 06Preserve sources, edits, and approvals
Data To Action
Make Analysis Easier To Use
Wealth management data analytics can reveal patterns across clients, service activity, and approved portfolio data.
A dashboard may show clients with an upcoming review and incomplete information. An AI workflow can prepare tasks, retrieve documents, and draft an internal briefing.
The adviser checks the evidence and chooses the action. This is how AI for wealth management supports judgement.
Adviser Assistance
AI For Financial Advisors, With People In Control
Meeting and review preparation
Knowledge search with source links
Client and household summaries
Portfolio-change explanations from verified inputs
First drafts of approved communication
Service-task coordination
Management views of workload and exceptions
Advice, suitability, trade instructions, allocation changes, and client communication retain a clear human owner.
Prepare Useful Content
Generative AI in wealth management can summarise authorised material, draft report narrative, explain data changes, and prepare meeting follow-up.
Source grounding and review steps help keep the output reliable.
Coordinate Multi-Step Work
Agentic AI wealth management workflows can retrieve context, check inputs, draft an output, open a task, and request approval.
Each agent operates within assigned tools, data access, and stopping rules.
Explore Mimasa AI AgentsGoverned Client Work
Use The Controls Your Operating Model Needs
Mimasa helps a firm apply its controls. It does not make the firm compliant by itself.
01Approved data scope
02Role-based access
03Source-linked answers
04Human approval
05Tool and action limits
06Audit trails
07Versioned data
08Deployment choice
Controlled Rollout
Start With One Review Workflow
Move from pilot to controlled production. Set baselines in your own environment instead of assuming a generic return.
Design A Governed Workflow- 01
Choose One Review Type
Start with a repeatable adviser or client-service workflow.
- 02
Define Approved Sources
Identify the systems, documents, and datasets that may be used.
- 03
Mark Decision Boundaries
State what AI may prepare and what a person must decide.
- 04
Build The Workflow
Connect retrieval, analysis, drafting, tasks, and approvals.
- 05
Test Difficult Cases
Include missing data, conflicts, access limits, and escalation paths.
- 06
Measure And Improve
Review quality, adoption, exceptions, and control performance.
Technology Stack Fit
Extend The Digital Wealth Management Stack
Mimasa works around approved specialist systems. It does not claim that one AI layer replaces them.
| Existing Capability | Its Role | Mimasa AI Role |
|---|---|---|
| CRM And Client Records | Holds relationship and interaction data | Retrieves approved context for briefings and workflows |
| Portfolio And Accounting Systems | Maintains positions, transactions, and calculated results | Uses authorised outputs for analysis and narrative preparation |
| Planning And Suitability Systems | Supports regulated planning and suitability processes | Prepares evidence and tasks without making the decision |
| Document Repositories | Stores policies, agreements, research, and client files | Finds relevant content and returns source-linked answers |
| Communication Tools | Supports adviser and client interaction | Drafts and routes approved content through review |
| Reporting Tools | Produces calculated data and formal reports | Adds narrative, exception handling, and workflow control |
Connected Context
Work Across Approved Financial-Services Systems
Connect client service, evidence, analytics, and review without changing which system owns the record.
Related Workflow
Connect Adviser Context With Investment Evidence
Investment Research And Portfolio Intelligence
Search approved research, monitor portfolio events, and prepare evidence-linked review briefs.
View All Use Cases →Frequently Asked Questions
Clear answers about adviser intelligence, reporting workflows, source grounding, and human control.
Get Started
Give Every Adviser A Better Starting Point
Bring client context, portfolio signals, approved knowledge, and follow-up work into one governed AI workflow.