Industries / Professions
Agents for wealth managers
The reporting runs itself. You keep the client.
Agents that run onboarding, KYC refresh, client reporting and follow-up, from the systems you already use.
What it takes off the desk
OnboardingForms, IDs and source-of-funds documents collected and checked for gaps.
KYC refreshExpiring documents are found early and requested from the client.
Client reportingPeriodic reports put together from your custodian statements, ready for you to check and send.
Meetings and minutesReviews booked, minutes drafted, actions tracked.
Fees and invoicesFee invoices prepared each quarter and chased when late.
What stays with you: every investment decision and every client conversation.
Example · a family-office desk with 40 clients
Quarter-end reports drafted in a morning, not a week.
- The agent pulls the quarter's statements from the custodian portal.
- It drafts 40 client reports in the firm's layout.
- It flags 3 clients whose KYC documents expire this quarter.
- The manager checks and approves. The reports go out.
The agent never picks investments, moves money or writes a return figure of its own.
Bring one process from your desk.
30 minutes with Leo. We map it with you and tell you what an agent can take off it.
Built with BRX Flow, our custom offer: we map your process, build the agents and run them.
BRXDXB builds software. It does not give investment advice or manage funds.