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The operating layer for modern wealth firms.

AI agents that run the work behind your firm — so you can scale without adding headcount.

Integrates with your tech stack

AddeparMicrosoft TeamsWealthboxSalesforceeMoneyGoogle MeetRedtail

Platform

AI that works for you

Autonomous agents that continuously monitor, test, and enforce security controls so your team can focus on what matters.

Strategic Client Preparation

Synthesize client profiles, historical context, and forward-looking insights before every conversation.

Workflow Automation

AI-driven task orchestration with built-in compliance, firm policies, and governance controls.

Unified Data Intelligence

Connect custodians, CRM, and portfolio systems into a single source of trusted data.

Fast Onboarding

Streamlined account setup with full audit trails and KYC/AML compliance built in.

Unified Intelligence

One secure source of truth across your firm's systems

Client Data
Compliance
Workflows
Volios: The Unified Platform
$ volios connect --firm
Connecting systems...
✓ Client data integrated
✓ Compliance rules configured
✓ Workflows automated
Ready to elevate advisor productivity.

AI Assistant

AI chat tailored to wealth advisors and your firm's context

  • Knows your firm's policies, investment philosophy, and compliance rules
  • Grounded in your client data: portfolios, accounts, activity history
  • SEC and regulatory awareness built in
  • Drafts compliant client communications in your firm's voice
Volios AI
JM
Prepare me for my meeting with the Hendersons tomorrow

Here's your Henderson meeting prep:

Portfolio: $4.2M across 3 accounts
Recent: $500K distribution (tax impact)
Flag: RMD deadline approaching (Apr 1)

Suggested talking points:

  • Estate plan update, last reviewed 2024
  • Tax-loss harvesting opportunities
  • Beneficiary designation review

Back Office

Eliminate 70% of back office workflows

Bulk Subscription Docs
Henderson IRA SubValidated
Martinez 401k RollValidated
Chen Trust SubProcessing
Park Joint AcctValidated
Williams Roth IRAQueued
3 of 5 validated · Est. 2 min remaining
Account Opening — Schwab
Account Type
Individual Brokerage
Account Holder
Sarah Henderson
SSN
•••-••-4821
DOB
03/15/1968
Custodian
Charles Schwab
Funding Method
ACAT Transfer
Submit to Schwab →
Wire Verification
WS-2026-00819
Institution verified✓
ABA routing confirmed✓
OFAC screening clear✓
Beneficiary name match✓
Amount threshold flagged⚠
RiskMedium
Client Onboarding
Henderson, Sarah
IPS DocumentGenerated
Advisory AgreementGenerated
KYC/AML FormGenerating
Custodian TransferPending
Fee DisclosurePending
2 of 5 complete

Front Office

Saves 10+ hours per week on front office roles

Meeting Notes — Live
John: “How is the portfolio doing?”
Advisor: “Up 8.2% year-to-date, ahead of benchmark by 140bps.”
John: “Great. My brother Kevin in Singapore wants to wire $180K to our account.”
Advisor: “I'd want to review that before we proceed.”
AI Flag: International wire request — potential AML concern. Recommend compliance review before processing.
Meeting Prep
Henderson, Robert & Sarah
$4.2M AUM · Tomorrow 10:00 AM
RMD deadline approaching (Apr 1)
Estate plan last reviewed 2023 — overdue
Tax-loss harvesting: $34K opportunity
Beneficiary designations need update
Recent Activity
$500K distribution processed (tax impact pending)
Rebalanced growth sleeve +2.1%
Client Deck Builder
Portfolio Overview
Market Commentary
Asset Allocation
Planning Scenarios
Fee Summary
Recommended Actions
Export PDF
Sector Analysis
Technology
28.4%
Healthcare
18.7%
Financials
15.2%
Energy
12.1%
Consumer
9.8%
Industrials
7.3%
⚠ Energy overweight vs. benchmark (+3.2%)
Model: Moderate Growth · Benchmark: S&P 500

Security

Enterprise-grade security by design

Built from the ground up to meet the strictest security and compliance requirements of regulated industries.

[ WITHOUT TRAINING WITH YOUR DATA ]

We do not use your proprietary data to train generative AI models, and we follow industry best practices to ensure the security of your information.

[ COMPLETE CONTROL OF HALLUCINATIONS. ]

Control mechanisms ensure that all low-confidence suggestions made by AI require human validation.

[ DATA GOVERNANCE ]

OpenAI has approved Volios for its zero data retention (ZDR) policy, ensuring that it does not store or retrain its models with our customers' data.

Ready to see what AI can do for your firm?

Request a demo and discover how Volios brings AI-powered automation to the workflows that matter most.

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