Stop losing clients to slow onboarding and manual reporting
KYC paperwork takes weeks. Portfolio reports are assembled by hand. Client emails fall through the cracks. We automate the operational weight so your advisors can focus on the relationships that grow AUM.
The guarantee
Two guarantees, in writing.
Your biggest bottleneck, gone 14 days after you sign, or you owe nothing for it. And at least $250,000 of manual work removed in year one, or you don't pay.
2.3M+ automation runs for a single client
The problem
Your advisors spend more time on compliance paperwork than on the client relationships that grow AUM
A new client signs on. Your team spends the next two weeks chasing KYC documents - ID verification, beneficial ownership forms, custodian applications, risk questionnaires - across email, DocuSign, and your CRM. Half the documents come back incomplete. Your ops team re-requests them manually. Meanwhile, the client is wondering why it takes three weeks to open an account when their bank does it in ten minutes. Once they are onboarded, quarterly performance reports take your team days to assemble from custodian data, spreadsheet models, and billing records. Your advisors should be calling clients about their financial plan - not assembling PDFs.
What changes
Everything that slows you down goes away
Automated KYC workflows
Document requests, identity verification, compliance checks, and custodian submissions trigger automatically when a prospect converts. Your team reviews and approves instead of chasing paperwork.
Real-time portfolio dashboards
Custodian data feeds directly into client-facing dashboards and internal reporting. Performance, allocation, and benchmark comparisons update automatically. No more quarterly spreadsheet marathons.
Automated client communications
Market commentary, portfolio updates, review reminders, and milestone messages send automatically based on triggers and schedules. Every client feels like your only client.
Compliance reporting and audit trails
Regulatory filings, AML monitoring, and audit documentation generate automatically from your existing data. Complete audit trails on every client interaction and transaction.
AI that ships
We know what's hype. We build what's real.
Everyone's adding AI to their pitch deck. We've been shipping production AI systems since before the hype. We know which models actually work, which integrations hold up at scale, and which ones are just expensive demos.
Autonomous agents
Purpose-built agents that handle the decisions your team makes 50 times a day. Not chatbots - autonomous systems that take action.
Document processing
AI that reads, classifies, and extracts from contracts, invoices, and applications. Not keyword matching - actual comprehension.
Forecasting and alerting
Forecast demand, flag anomalies, and surface the patterns your team would miss manually. Surfaced to the person who can act on them.
Plain-language interfaces
Your team talks to your systems in plain English. Pull reports, update records, trigger workflows - no training needed.
We are model-agnostic. Large language models where reasoning is needed, vision models for document extraction, smaller open-source models where speed and control matter more. Your result decides, not a vendor relationship.
See how AI fits your workflowHow it works
Your biggest bottleneck, automated or eliminated in 14 days
Then we keep building down your Capacity Map, highest dollars first.
On the call
The target goes in writing
We agree on the process costing you the most. The 14-day guarantee attaches to that written target.
Day 1 to 14
Your biggest bottleneck, gone
Fourteen days after you sign, that process is automated or eliminated, or you owe nothing for it.
Day 15 onward
We build down your Capacity Map
Every system logs the work it takes over, priced at a rate you sign before go-live. We keep building down the map, and you own everything from your first paid invoice.
Behind the build
See how we actually build these systems
A walkthrough of a real automation architecture - what connects, how data flows, and what the before & after looks like.
Julius Forster
Founder, Moonira
How we compare
Every alternative breaks in the same place
You've probably considered hiring someone, buying a tool, or contracting a dev shop. Here's what actually happens with each.
Common questions
Both - and wealth management firms too. The underlying automation patterns overlap significantly: client onboarding, compliance workflows, reporting, and communications. We customize to your specific tools and regulatory requirements.
Your most expensive process is automated or eliminated 14 days after you sign - that one is guaranteed in writing. Usually that's KYC onboarding or client reporting. From there we work down your Capacity Map in sprints with weekly demos.
The price is a flat monthly fee, quoted on the call. You pay nothing at signing and nothing while we build - you start paying once the systems are removing real work, counted on a log you can check.
All data stays within your existing systems. We connect your tools - we never move client data to third-party storage. We build within your security perimeter, follow your compliance requirements, and maintain full audit trails on every automated action.
All systems include automated monitoring. We know when something breaks before you do. Business hours response: 4 hours. Critical failures: 2 hours, any time.
Yes, from your first paid invoice on. Systems, configurations, and documentation are all yours. If you ever want to bring it in-house, everything keeps running without us.
Insights
Latest from our blog
Get in touch
Let's talk about what automation can do for you
Tell us what's on your mind and we'll get back to you with honest, specific ideas. No generic pitch decks.
Julius Forster · responds personally within 10 minutes