AI Wealth Management Agent
Delegate portfolio consolidation and performance analysis to a specialized AI agent. It aggregates client data from multiple sources, reconciles accounts, analyzes holdings, and generates comprehensive reports, freeing your team to focus on advisory strategy and client relationships.
Ideal for
Wealth Advisors
Portfolio Managers
Financial Planning Teams
See AI Wealth Management Agent in action
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See AI Wealth Management Agent in action
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Portfolio Review - Westbrook Family Office
See AI Wealth Management Agent in action
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Time comparison
Traditional way
6-8 hours per client
With V7 Go agents
30-45 minutes
Average time saved
90%
Why V7 Go
Multi-Source Data Consolidation
Aggregates holdings from multiple custodians, brokers, and asset managers into a unified portfolio view, eliminating manual data entry and reconciliation errors.
Multi-Source Data Consolidation
Aggregates holdings from multiple custodians, brokers, and asset managers into a unified portfolio view, eliminating manual data entry and reconciliation errors.
Automated Account Reconciliation
Matches transactions across accounts, identifies discrepancies, and flags missing or duplicate holdings to ensure complete and accurate portfolio records.
Automated Account Reconciliation
Matches transactions across accounts, identifies discrepancies, and flags missing or duplicate holdings to ensure complete and accurate portfolio records.
Performance Analysis & Attribution
Calculates returns, analyzes asset allocation drift, and attributes performance to specific holdings and strategies for deeper portfolio insights.
Performance Analysis & Attribution
Calculates returns, analyzes asset allocation drift, and attributes performance to specific holdings and strategies for deeper portfolio insights.
Rebalancing & Optimization Recommendations
Identifies tax-loss harvesting opportunities, concentration risks, and allocation misalignments, then recommends specific rebalancing actions aligned with client goals.
Rebalancing & Optimization Recommendations
Identifies tax-loss harvesting opportunities, concentration risks, and allocation misalignments, then recommends specific rebalancing actions aligned with client goals.
Automated Client Reporting
Generates comprehensive performance reports, holdings summaries, and fee analyses in your firm's preferred format, ready for client delivery.
Automated Client Reporting
Generates comprehensive performance reports, holdings summaries, and fee analyses in your firm's preferred format, ready for client delivery.
Compliance & Audit Trail
Maintains a complete record of all data sources, calculations, and recommendations with full traceability, supporting regulatory compliance and client transparency.
Compliance & Audit Trail
Maintains a complete record of all data sources, calculations, and recommendations with full traceability, supporting regulatory compliance and client transparency.
Consolidates portfolio data from any source
To deliver unified insights and actionable recommendations.
Get started
Import your files
Microsoft Excel
,
Salesforce
,
Google Sheets
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.