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.
Guaranteed results. Always.
We agree on specific targets before starting. If we don't hit them, we work for free until we do. No time limit.
We've never had to invoke this
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.
90% of AI projects fail in production. Ours don't.
The difference isn't the model - it's the system around it. We build AI with proper error handling, fallback logic, human-in-the-loop checkpoints, and monitoring. It works on day one and keeps working on day 300.
Custom AI Agents
Purpose-built agents that handle the decisions your team makes 50 times a day. Not chatbots - autonomous systems that take action.
Document Intelligence
AI that reads, classifies, and extracts from contracts, invoices, and applications. Not keyword matching - actual comprehension.
Predictive Systems
See problems before they happen. Forecast demand, flag anomalies, and surface patterns your team would miss manually.
Plain English Interfaces
Your team talks to your systems in plain English. Pull reports, update records, trigger workflows - no training needed.
We pick the right AI for the job. Not the most hyped one.
Large language models for reasoning. Vision models for document extraction. Fine-tuned open-source models when you need speed and control. We're model-agnostic because your results matter more than any vendor relationship.
How it works
From audit to running system in 8 weeks
A clear, phased engagement. Not a black box.
Week 1-2
Discovery
We map every manual process, identify the highest-ROI automation opportunities, and define specific measurable goals before we build anything.
Week 3-6
Build
Weekly demos, iterative development. You see progress every week, not a big reveal at the end. We build in your environment with your real data.
Week 7-8
Test & Train
Your team tests everything. We document every system and run parallel processes so nothing breaks during transition.
Week 9+
Deploy
Phased rollout with rollback plans. Automated monitoring and alerts. We know when something breaks before you do.
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.
Typically 2-3 weeks. We start with the highest-impact automation - usually KYC onboarding or client reporting - so you see results fast before we tackle the rest.
Pricing is flexible, based on project scope and the value we project for your business. You never pay upfront - payment starts when you've seen results. We agree on measurable targets together, and if we don't hit them, we keep working for free until we do.
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. Full ownership - workflows, documentation, everything. If you ever want to bring it in-house, you have everything you need.
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