Singapore wealth advisory firms spend 40% of staff time on MAS compliance, client onboarding, and research overhead — time that could be spent with clients. AI agents absorb that burden and run it 24/7, with human oversight and full PDPA compliance built in.
Every advisory firm knows the problem. The work that doesn't generate revenue keeps multiplying — and experienced advisors are buried in it.
MAS regulatory filings, FAA licence renewals, audit prep, and compliance calendar management consume hundreds of hours annually. Miss a deadline and the consequences are severe.
KYC/AML checks under MAS AML/CFT guidelines, account agreements, Investment Policy Statements, and suitability assessments — each new client requires 1–2 hours of manual document processing before any advisory work begins.
Tracking positions, monitoring SGX announcements and substantial shareholder filings, watching MAS regulatory changes, and staying current on client holdings requires continuous attention that no human team can sustain at scale.
Think of agents as specialized back-office staff who never sleep, never miss a deadline, and coordinate with each other automatically.
Monitors overnight price movements, earnings releases, and SGX substantial shareholder filings for every security across your client portfolios. Surfaces material alerts every morning before the market opens.
"Every morning at 7 AM SGT, our agent delivers a two-page brief: overnight moves on client holdings, SGX announcements on positions we own, and flagged news items — so advisors walk in prepared, not reactive."
Extracts and validates data from onboarding packets, account transfer forms, trade confirmations, and KYC documents. Flags discrepancies before they become compliance issues. Fully PDPA compliant.
"New client onboarding packets that used to take 2 hours of ops staff time are now processed in under 5 minutes. The agent extracts all required fields, cross-checks against MAS requirements, and flags anything missing."
Explore All Flows →Routes compliance approvals, triggers rebalancing workflows, and distributes performance reports on schedule. Ensures nothing falls through the cracks across a large client book.
"Quarterly performance reports for 150+ clients used to require three days of ops work. The coordinator pulls data, populates templates, and distributes personalized PDFs to each client — overnight."
Tracks MAS filing deadlines, CPF/SRS withdrawal windows, and compliance calendar events across every client account. Sends alerts before deadlines, not after.
"The agent tracks every MAS filing deadline and CPF/SRS withdrawal window across 150+ client accounts. Two weeks before each deadline, it checks document status and alerts the team to anything missing. Zero missed deadlines last year."
Deployable AI agents you can start with — each tool maps to a real workflow and delivers measurable time savings.
Tracks MAS licence renewals, FAA reporting deadlines, regulatory submissions, and audit prep deadlines. Two-week advance alerts with document status checks.
Tracks CPF investment scheme withdrawals, SRS contribution limits, and retirement account distribution windows. Alerts 60–90 days before each deadline with suggested actions.
Scans MAS, SGX, and IRAS announcements for regulatory changes affecting your firm. Summarizes material updates with impact assessment and suggested action items.
Extracts data from new account forms, ID verification documents, and CDD questionnaires. Validates completeness against MAS AML/CFT requirements and flags missing fields.
Parses Investment Policy Statements, risk tolerance questionnaires, and account agreements. Extracts objectives, constraints, and asset allocation targets into structured data.
Monitors account transfer status across custodians and CDP accounts. Flags stalled transfers and missing documents. Updates CRM or task system automatically.
Overnight scan of client holdings: price moves, earnings releases, SGX announcements, and news. Delivered by 7 AM SGT in a digestible 1–2 page brief per advisor.
Pulls performance data, populates client-specific PDF templates, and distributes personalized reports via email. Handles 100+ clients in a single overnight run.
Start with one workflow — we deploy the right tool for your highest-impact pain point. Schedule a workflow audit →
Concrete outcomes from AI agent deployments at advisory firms.
An agent monitors overnight price movements, earnings, and SGX filings across 80+ client portfolios. Each morning, advisors receive a concise alert summary — material moves, substantial shareholder disclosures, and news relevant to client positions. What took 90 minutes of morning prep now arrives automatically before 7 AM SGT.
New client onboarding packets — account applications, IPS documents, KYC/AML forms under MAS AML/CFT guidelines — that previously required 2 hours of operations staff time are now processed in under 5 minutes. The agent extracts all required fields, cross-references suitability requirements, and flags any missing items before the advisor's first client meeting.
Across 150+ client accounts, an agent tracks every MAS filing window, CPF/SRS withdrawal deadline, and regulatory reporting requirement. Two weeks before each deadline, it checks document status and sends targeted alerts to the responsible advisor. Firms using this agent report zero missed compliance deadlines since deployment.
Start with a 60-minute workflow audit. We map your current compliance, onboarding, and research processes — and show you exactly where AI agents can reclaim advisor time.
Based in Singapore · PDPA Compliant · Respond within 1 business day (SGT)