The Future of AI in Wealth Management
How artificial intelligence is reshaping client advisory relationships.
The free productivity, strategy and signal layer for modern asset managers, CGPs, RIAs and wealth advisors. Live-priced thematic indexes, a macro Oracle and passwordless sign-in — all in one place.
Interface, surfaced tools and conversational AI adapt to your specialty.
From macro thesis to client-ready strategy in 5 minutes
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The Swiss-army knife of the wealth advisor — CRM, suitability, tax, estate
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IDD / DDA, contracts, beneficiaries, claims — one tool for the broker's practice
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Real estate investment analysis — LMNP, SCPI, defisc in one click
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Tax optimisation, compliance, projections — your practice in product mode
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Succession scenarios, démembrement, donation — modelled in a few clicks
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Retirement projection, PER, death benefit — a dedicated workflow
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Multi-disciplinary practice — every module, one workspace
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Hyperobust combines wealth management with the asset manager's professional workspace: thematic indexes priced live on real markets, a macro Oracle grounded in the most rigorous public theses, and an integrated wealth CRM — all with modern passwordless sign-in.
17 curated indexes (AI, Aging, Clean Energy, REITs, Cyber…) with performance computed on every page from real Yahoo + CoinGecko prices. Designer to build your own allocations.
Chat grounded in the frameworks of Aschenbrenner, Buffett, Munger, Dalio, Druckenmiller, Wood and Marks. Quantitative per-theme signal dashboard with composite score.
Privy authentication: email OTP, Google, Apple or wallet. Embedded Ethereum and Solana wallets auto-created for on-chain workflows.
Clients, meetings, real estate, life insurance, family office, MiCA & MiFID II kits — the wealth backbone supporting your investment strategy.
Discover our complete suite of tools designed for wealth management advisors
17 thematic strategies priced live
Aschenbrenner, Dalio, Buffett theses
Composite score per theme
Build your own allocations
Real-time prices
Diversified allocation
Client assessment
Educational library
Income & expenses
Regulatory kits
Investment analysis
Contract management
Wealth management
Decision summaries
Opportunity detection
M&A & Fundraising
Human risks
Import your clients and configure your regional settings.
AI generates meeting briefs with compliance hints.
Use the robust portfolio engine for long-term allocations.
Send branded, compliant communications to clients.
Track the most important assets in real-time
How artificial intelligence is reshaping client advisory relationships.
Strategies for creating resilient allocations across market cycles.
Navigating regulatory requirements with modern tools.
30-day free trial on every plan. No card required.
For the independent advisor
For firms and teams
Thematic indexes priced on live Yahoo & CoinGecko quotes, a Designer for your own baskets, a multi-filter screener — no more Excel duct-tape.
The Oracle grounded in Aschenbrenner, Buffett, Dalio, Druckenmiller, Wood and Marks. Directional views with confidence levels and explicit invalidation watchers.
Client CRM, AI-assisted meeting prep, real estate / life insurance / family office tracking. All in the same workspace as the market tools.
Everything about sign-in, the Strategies workspace, the Oracle and your data.